VBK — VANGUARD INDEX FDS SML CP GRW ETF

Ownership history in MATHER GROUP, LLC.  ·  37 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in VANGUARD INDEX FDS SML CP GRW ETF (VBK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.46% (2018 Q1)
Avg. % of fund
3.76%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 603,304 -1,325 -0.2% 1.88% $182.3M $302.11
2025 Q3 REDUCED 604,629 -6,930 -1.1% 1.82% $179.9M $297.25
2025 Q2 REDUCED 611,559 -191,239 -23.8% 1.81% $169.4M $276.19
2025 Q1 ADDED 802,798 +49,282 +6.5% 2.34% $202.1M $250.70
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VBK price (monthly, adj. close)

Other funds also holding VBK

As of 2025 Q4 — sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 9.09% Battery Global Advisors, LLC 8.51% Gladwyn Financial Advisors, Inc. 7.55% Vawter Financial, Ltd. 6.76% Cohen Klingenstein LLC 3Y 7Y 6.14% Fee-Only Financial Planning, L.C. 3Y 5.29% Brickley Wealth Management 3Y 7Y 5.13% Forbes Financial Planning, Inc. 3Y 4.95% American Financial Advisors, LLC 3Y 7Y 4.72% Whitaker-Myers Wealth Managers, LTD. 4.54%
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