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Disclosery

MATHER GROUP, LLC.: VBK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATHER GROUP, LLC. on VBK, newest first. How the timeline and the estimate are built.

MATHER GROUP, LLC. held 648,466 VBK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 648,466 shares
    Change vs previous 13F +44,594 shares

    2.07% of the 13F portfolio, value $237,144,140.

    13F-HR 0001527641-26-000004 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 603,872 shares
    Change vs previous 13F +568 shares

    1.82% of the 13F portfolio, value $182,520,187.

    13F-HR 0001527641-26-000003 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 603,304 shares
    Change vs previous 13F -1,325 shares

    1.88% of the 13F portfolio, value $182,264,028.

    13F-HR 0001527641-26-000001 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 604,629 shares
    Change vs previous 13F -6,930 shares

    1.82% of the 13F portfolio, value $179,949,535.

    13F-HR 0001527641-25-000008 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 611,559 shares
    Change vs previous 13F -191,239 shares

    1.81% of the 13F portfolio, value $169,365,025.

    13F-HR 0001527641-25-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 802,798 shares
    Change vs previous 13F +49,282 shares

    2.34% of the 13F portfolio, value $202,120,563.

    13F-HR 0001527641-25-000005 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 753,516 shares
    Change vs previous 13F -20,349 shares

    2.74% of the 13F portfolio, value $211,029,565.

    13F-HR 0001527641-25-000002 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 773,865 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $206,908,425.

    13F-HR 0001527641-24-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).