Mather Group 13F: Adds $125M to VUG Stake
An institutional filing reveals Mather Group grew its holdings in Vanguard Morningstar Growth ETF by 9.1% during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Mather Group added 1,386,967 shares to its stake in Vanguard Morningstar Growth ETF ($VUG), a 9.12% increase, according to a 13F filing with the SEC dated October 14, 2026. It reported 16,589,261 shares worth $1.49 billion at the end of the quarter.
Since the filing, $VUG is down 2.2% to date (from the $89.87 close on Oct 14, 2026).
VUG
Vanguard Morningstar Growth ETF
Key Points
- Mather Group raised its stake in Vanguard Morningstar Growth ETF by 1,386,967 shares to reach a total of 16,589,261 shares.
- The institutional investor's total position in the growth stock fund was valued at roughly $1.49 billion in the filing.
- Vanguard Morningstar Growth ETF recently traded around $87.80, sitting about 4.9% above its 200-day moving average.
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Mather Group added to its holdings in Vanguard Morningstar Growth ETF VUG during the period, according to a Form 13F filing disclosed on October 14, 2026. Institutional investors like wealth management firms use these filings to report what stocks they own at the end of every quarter, though the backward-looking reports may not reflect what the firm holds right now. Mather Group has been busy adjusting several of its positions lately, having recently exited some fund holdings while scaling back on value ETFs.
What Changed in Mather Group's Vanguard Morningstar Growth ETF Position
The firm grew its stake by 9.1%, picking up an additional 1,386,967 shares during the period. That move lifted Mather Group's total share count to 16,589,261 shares, up from the 15,202,294 shares it held previously. The total value of the investment came in at a hefty $1,494,858,347 at the time of the report.
Vanguard Morningstar Growth ETF Stock Down 2.2%
Shares recently traded around $87.80 as of October 16, 2026. The exchange-traded fund sits about 1.6% below its 50-day moving average of $89.23, while holding roughly 4.9% above its 200-day moving average of $83.66. The fund's share price trades roughly 5.6% below its 52-week high of $93.00 and sits 26.1% higher than its 52-week low of $69.63.
Dividend
The fund offers a dividend yield of 0.38%.
About Vanguard Morningstar Growth ETF
Vanguard Morningstar Growth ETF is an exchange-traded fund that tracks an index of growth stocks belonging to large U.S. companies. The fund manager uses an indexing strategy to mirror the target index, putting the vast majority of assets into large growth equities. This large position by Mather Group highlights the firm's ongoing allocation to major U.S. growth companies.
Bottom Line
Investors tracking Mather Group should note that 13F filings only reveal past portfolio decisions and might not match the firm's current daily trades. Watch for the next round of institutional disclosures to see if the wealth manager continues adding to its large-cap growth holdings.
Related Filing Alerts
Source: Mather Group's 13F filing on $VUG (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Mather Group 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts