MATHER GROUP, LLC. VUG — VANGUARD INDEX FDS

Ownership history in MATHER GROUP, LLC.  ·  30 quarters on record

AI Ownership Summary

MATHER GROUP, LLC. reported VANGUARD INDEX FDS (VUG) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.81% in 2024 Q3. The latest visible filing shows VUG at 2.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MATHER GROUP, LLC.'s position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VUG was reported at 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.81% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VUG stock page MATHER GROUP, LLC. fund profile MATHER GROUP, LLC. full holdings
How MATHER GROUP, LLC. held VUG — position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 489,387 +1,562 +0.3% 2.13% $213.8M 2026-04-13 $77.89
2025 Q4 REDUCED — — — 487,825 -1,040 -0.2% 2.45% $238.0M 2026-01-13 $81.78
2025 Q3 REDUCED 10.9% +2.8% ❌ 488,865 -59,558 -10.9% 2.37% $234.5M 2025-10-21 $80.58
2025 Q2 ADDED — — — 548,423 +17,575 +3.3% 2.57% $240.4M 2025-07-15 $73.79
2025 Q1 ADDED — — — 530,848 +15,514 +3.0% 2.28% $196.8M 2025-04-25 $62.47
2024 Q4 REDUCED 9.7% -9.5% ✅ 515,334 -55,398 -9.7% 2.74% $211.5M 2025-01-27 $68.43
2024 Q3 REDUCED — — — 570,732 -23,602 -4.0% 2.81% $219.1M 2024-10-07 $62.73
2024 Q2 ADDED — — — 594,334 +25,068 +4.4% 2.52% $204.6M 2024-07-09 $64.20
2024 Q1 REDUCED — — — 569,266 -3,218 -0.6% 2.79% $177.0M 2024-04-09 $56.61
2023 Q4 ADDED — — — 572,484 +12,333 +2.2% 2.79% $178.0M 2024-02-05 $54.26
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VUG

As of 2026 Q1 — sorted by position size

GOLDEN ROAD ADVISORS LLC 28.92% Fee-Only Financial Planning, L.C. 3Y 27.97% Cornerstone Management, Inc. 23.9% Retirement Investment Advisors, Inc. 3Y 20.69% Quantum Financial Planning Services, Inc. 20.68% Dougherty Wealth Advisers LLC 3Y 7Y 20.08% TL Private Wealth 3Y 19.33% Trust Co of Tennessee 18.58% STEPHEN J. GARRY & ASSOCIATES, LLC 18.19% Martel Wealth Advisors LLC 17.49%

FAQ About MATHER GROUP, LLC. and VUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MATHER GROUP, LLC. reported owning VUG?

MATHER GROUP, LLC. reported VUG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VUG position in MATHER GROUP, LLC.'s portfolio?

The largest reported portfolio weight for VUG was 2.81% in 2024 Q3.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2026 Q1, when MATHER GROUP, LLC. reported 489,387 shares, equal to 2.13% of portfolio, with an estimated market value of $213.8M.

What does the chart on this VUG ownership page compare?

The chart compares MATHER GROUP, LLC.'s quarterly VUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MATHER GROUP, LLC. time their VUG position?

Based on 13F filing dates vs. subsequent VUG price moves, MATHER GROUP, LLC. correctly timed 14 out of 29 reported position changes (48%). The annualised alpha on VUG relative to SPY over the holding period was +2.2%.

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