Mather Group
VGT icon

Mather Group’s Vanguard Information Technology ETF VGT Stock Holding History

Mather Group’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.63M Sell
60,686
-4,871
-7% -$579K 0.06% 130
2026
Q2 		$7.84M Buy
65,557
+9,517
+17% +$1.04M 0.07% 123
2026
Q1 		$4.89M Sell
56,040
-1,488
-3% -$137K 0.05% 135
2025
Q4 		$5.42M Sell
57,528
-1,136
-2% -$108K 0.06% 113
2025
Q3 		$5.48M Buy
58,664
+728
+1% +$63.6K 0.06% 118
2025
Q2 		$4.8M Buy
57,936
+208
+0.4% +$15.1K 0.05% 119
2025
Q1 		$3.91M Sell
57,728
-1,560
-3% -$118K 0.05% 130
2024
Q4 		$4.61M Sell
59,288
-4,512
-7% -$347K 0.06% 115
2024
Q3 		$4.68M Sell
63,800
-19,216
-23% -$1.37M 0.06% 113
2024
Q2 		$5.44M Buy
83,016
+15,624
+23% +$1.04M 0.07% 117
2024
Q1 		$4.08M Sell
67,392
-88
-0.1% -$5.58K 0.06% 107
2023
Q4 		$4.08M Buy
67,480
+8,832
+15% +$492K 0.06% 109
2023
Q3 		$3.04M Buy
58,648
+22,416
+62% +$1.22M 0.05% 120
2023
Q2 		$2M Buy
36,232
+11,928
+49% +$599K 0.03% 164
2023
Q1 		$1.17M Buy
24,304
+864
+4% +$38.2K 0.02% 197
2022
Q4 		$936K Sell
23,440
-3,616
-13% -$148K 0.02% 218
2022
Q3 		$1.04M Sell
27,056
-1,360
-5% -$59.8K 0.02% 193
2022
Q2 		$1.16M Sell
28,416
-5,384
-16% -$243K 0.03% 166
2022
Q1 		$1.76M Buy
+33,800
New +$1.73M 0.03% 122
2020
Q4 		– Sell
-5,704
Closed -$222K – 273
2020
Q3 		$222K Buy
+5,704
New +$215K 0.01% 219

Other funds holding VGT

TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's VGT Position: Q3 2026 in Review

Mather Group reduced its Vanguard Information Technology ETF (VGT) stake by 7.4% in Q3 2026, selling an estimated $579K and leaving 60,686 shares worth $7.63M. The position accounts for 0.06% of the portfolio, ranked #130.

Mather Group first reported a position in VGT in Q3 2020 and has held it in 20 quarters since. The position peaked at $7.84M in Q2 2026. 534 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Mather Group held 60,686 shares of Vanguard Information Technology ETF worth $7.63M as of Q3 2026.
  • Mather Group sold 4,871 Vanguard Information Technology ETF shares in Q3 2026, an estimated $579K.
  • Vanguard Information Technology ETF made up 0.06% of Mather Group's portfolio in Q3 2026, its #130 holding.
  • Mather Group first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 20 quarters since.
  • Mather Group's Vanguard Information Technology ETF position peaked at $7.84M in Q2 2026.
  • 534 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

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