Mather Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Mather Group’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.67M	Buy	81,119 +1,072	+1%	+$62.1K	0.04%	185
2026 Q2	$4.66M	Buy	80,047 +13,257	+20%	+$773K	0.04%	166
2026 Q1	$3.91M	Buy	66,790 +12,578	+23%	+$738K	0.04%	160
2025 Q4	$3.18M	Buy	54,212 +29,430	+119%	+$1.73M	0.03%	156
2025 Q3	$1.46M	Buy	24,782 +14,965	+152%	+$878K	0.01%	233
2025 Q2	$577K	Buy	9,817 +1,580	+19%	+$92.6K	0.01%	366
2025 Q1	$483K	Buy	8,237 +6,087	+283%	+$355K	0.01%	386
2024 Q4	$125K	Buy	2,150 +509	+31%	+$29.7K	﹤0.01%	691
2024 Q3	$96.8K	Sell	1,641 -3,561	-68%	-$209K	﹤0.01%	747
2024 Q2	$302K	Sell	5,202 -599	-10%	-$34.6K	﹤0.01%	533
2024 Q1	$338K	Hold	5,801	–	–	0.01%	411
2023 Q4	$338K	Buy	5,801 +90	+2%	+$5.2K	0.01%	425
2023 Q3	$329K	Buy	5,711 +686	+14%	+$39.5K	0.01%	421
2023 Q2	$290K	Buy	5,025 +1,238	+33%	+$72.1K	﹤0.01%	465
2023 Q1	$222K	Sell	3,787 -90	-2%	-$5.23K	﹤0.01%	468
2022 Q4	$224K	Buy	3,877 +94	+2%	+$5.43K	﹤0.01%	441
2022 Q3	$219K	Buy	+3,783	New	+$221K	﹤0.01%	434

Other funds holding VGSH

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Mather Group's VGSH Position: Q3 2026 in Review

Mather Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.3% in Q3 2026, buying an estimated $62.1K and bringing the position to 81,119 shares worth $4.67M. The position accounts for 0.04% of the portfolio, ranked #185.

Mather Group first reported a position in VGSH in Q3 2022 and has held it in 17 quarters since. 244 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Mather Group held 81,119 shares of Vanguard Short-Term Treasury ETF worth $4.67M as of Q3 2026.
Mather Group bought 1,072 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $62.1K.
Vanguard Short-Term Treasury ETF made up 0.04% of Mather Group's portfolio in Q3 2026, its #185 holding.
Mather Group first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 17 quarters since.
244 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

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