Mather Group
VGLT icon

Mather Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Mather Group’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.89M Sell
97,563
-20,385
-17% -$1.08M 0.04% 177
2026
Q2 		$6.51M Sell
117,948
-20,277
-15% -$1.11M 0.06% 136
2026
Q1 		$7.65M Sell
138,225
-1,772
-1% -$99.5K 0.08% 97
2025
Q4 		$7.81M Sell
139,997
-7,019
-5% -$399K 0.08% 94
2025
Q3 		$8.36M Buy
147,016
+10,601
+8% +$591K 0.08% 90
2025
Q2 		$7.66M Sell
136,415
-10,291
-7% -$570K 0.08% 92
2025
Q1 		$8.45M Sell
146,706
-258,352
-64% -$14.6M 0.1% 88
2024
Q4 		$22.4M Sell
405,058
-573,483
-59% -$33.2M 0.29% 44
2024
Q3 		$60.2M Sell
978,541
-1,614,550
-62% -$97.5M 0.77% 24
2024
Q2 		$154M Buy
2,593,091
+182,144
+8% +$10.4M 1.89% 15
2024
Q1 		$148M Sell
2,410,947
-11,332
-0.5% -$670K 2.34% 14
2023
Q4 		$149M Buy
2,422,279
+196,178
+9% +$11.1M 2.34% 14
2023
Q3 		$124M Buy
2,226,101
+123,315
+6% +$7.37M 2.19% 15
2023
Q2 		$134M Buy
2,102,786
+619,898
+42% +$39.8M 2.13% 16
2023
Q1 		$97.1M Buy
1,482,888
+165,667
+13% +$10.7M 1.73% 15
2022
Q4 		$81.2M Buy
1,317,221
+192,311
+17% +$12M 1.56% 16
2022
Q3 		$70.8M Buy
1,124,910
+90,337
+9% +$6.23M 1.52% 17
2022
Q2 		$72.6M Buy
1,034,573
+84,277
+9% +$6.06M 1.66% 16
2022
Q1 		$76.4M Buy
950,296
+151,088
+19% +$12.6M 1.51% 17
2021
Q4 		$71.5M Buy
799,208
+199,809
+33% +$17.8M 1.4% 17
2021
Q3 		$52.6M Buy
599,399
+311,372
+108% +$28.1M 1.26% 17
2021
Q2 		$25.3M Buy
288,027
+230,316
+399% +$19.6M 0.64% 22
2021
Q1 		$4.78M Buy
+57,711
New +$5.1M 0.14% 51

Other funds holding VGLT

RCF
Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
SWA
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

Mather Group's VGLT Position: Q3 2026 in Review

Mather Group reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 17% in Q3 2026, selling an estimated $1.08M and leaving 97,563 shares worth $4.89M. The position accounts for 0.04% of the portfolio, ranked #177.

Mather Group first reported a position in VGLT in Q1 2021 and has held it in 23 quarters since. The position peaked at $154M in Q2 2024. 73 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

  • Mather Group held 97,563 shares of Vanguard Long-Term Treasury ETF worth $4.89M as of Q3 2026.
  • Mather Group sold 20,385 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $1.08M.
  • Vanguard Long-Term Treasury ETF made up 0.04% of Mather Group's portfolio in Q3 2026, its #177 holding.
  • Mather Group first reported a position in Vanguard Long-Term Treasury ETF in Q1 2021 and has held it in 23 quarters since.
  • Mather Group's Vanguard Long-Term Treasury ETF position peaked at $154M in Q2 2024.
  • 73 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.