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Disclosery

MATHER GROUP, LLC.: VMBS position timeline

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

MATHER GROUP, LLC. held 8,499,381 VMBS 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 8,499,381 shares
    Change vs previous 13F +1,183,605 shares

    3.47% of the 13F portfolio, value $397,856,035.

    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 7,315,776 shares
    Change vs previous 13F +291,352 shares

    3.43% of the 13F portfolio, value $343,475,669.

    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 7,024,424 shares
    Change vs previous 13F +245,905 shares

    3.41% of the 13F portfolio, value $330,709,901.

    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 6,778,519 shares
    Change vs previous 13F +307,671 shares

    3.21% of the 13F portfolio, value $318,319,265.

    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 6,470,848 shares
    Change vs previous 13F +6,364,981 shares

    3.2% of the 13F portfolio, value $299,859,076.

    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 105,867 shares
    Change vs previous 13F -26,495 shares

    0.06% of the 13F portfolio, value $4,902,719.

    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 132,362 shares
    Change vs previous 13F -14,904 shares

    0.08% of the 13F portfolio, value $6,001,304.

    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 147,266 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,952,452.

    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).