MATHER GROUP, LLC.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1527641 CHICAGO, IL

Position in VB

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$4,424,090

+$156,050 QoQ

Shares Held

16,891

+2.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,424,090	16,891	+2.1%	Shares	Sole	2026-04-13
2025-12-31	$4,268,040	16,546	-3.1%	Shares	Sole	2026-01-13
2025-09-30	$4,343,865	17,083	-4.1%	Shares	Sole	2025-10-21
2025-06-30	$4,222,983	17,820	+1.8%	Shares	Sole	2025-07-15
2025-03-31	$3,883,286	17,512	+0.8%	Shares	Sole	2025-04-25
2024-12-31	$4,173,423	17,369	-0.4%	Shares	Sole	2025-01-27
2024-09-30	$4,135,281	17,433	-24.8%	Shares	Sole	2024-10-07
2024-06-30	$5,052,422	23,172	+48.4%	Shares	Sole	2024-07-09
2024-03-31	$3,569,661	15,616	-7.4%	Shares	Sole	2024-04-09
2023-12-31	$3,597,383	16,863	+4.2%	Shares	Sole	2024-02-05
2023-09-30	$3,060,097	16,185	-7.7%	Shares	Sole	2023-11-13
2023-06-30	$3,486,541	17,530	+7.2%	Shares	Sole	2023-08-08
2023-03-31	$3,101,201	16,360	+3.1%	Shares	Sole	2023-05-09
2022-12-31	$2,911,862	15,865	-17.2%	Shares	Sole	2023-03-10
2022-09-30	$3,276,686	19,172	-18.7%	Shares	Sole	2022-11-15
2022-06-30	$4,154,963	23,593	+286.8%	Shares	Sole	2022-08-16
2022-03-31	$1,296,159	6,099	-3.3%	Shares	Sole	2022-05-13
2021-12-31	$1,425,897	6,309	+77.3%	Shares	Sole	2022-02-15
2021-09-30	$778,246	3,559	+0.1%	Shares	Sole	2021-11-04
2021-06-30	$800,645	3,554	+57.4%	Shares	Sole	2021-08-13
2021-03-31	$483,392	2,258	-6.0%	Shares	Sole	2021-05-14
2020-12-31	$467,621	2,402	+18.7%	Shares	Sole	2021-02-12
2020-09-30	$311,137	2,023	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.