Mather Group
VHT icon

Mather Group’s Vanguard Health Care ETF VHT Stock Holding History

Mather Group’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$823K Buy
2,603
+87
+3% +$27.3K 0.01% 421
2026
Q2 		$752K Buy
2,516
+210
+9% +$58.4K 0.01% 445
2026
Q1 		$628K Sell
2,306
-28
-1% -$8K 0.01% 440
2025
Q4 		$672K Sell
2,334
-50
-2% -$14K 0.01% 351
2025
Q3 		$619K Sell
2,384
-217
-8% -$54.4K 0.01% 360
2025
Q2 		$646K Hold
2,601
– – 0.01% 338
2025
Q1 		$689K Buy
2,601
+151
+6% +$40.2K 0.01% 316
2024
Q4 		$621K Sell
2,450
-259
-10% -$69.8K 0.01% 310
2024
Q3 		$764K Sell
2,709
-2,659
-50% -$739K 0.01% 280
2024
Q2 		$1.45M Buy
5,368
+2,989
+126% +$784K 0.02% 216
2024
Q1 		$596K Hold
2,379
– – 0.01% 300
2023
Q4 		$596K Hold
2,379
– – 0.01% 308
2023
Q3 		$559K Sell
2,379
-827
-26% -$202K 0.01% 307
2023
Q2 		$785K Buy
3,206
+807
+34% +$196K 0.01% 259
2023
Q1 		$572K Sell
2,399
-21
-0.9% -$5.05K 0.01% 304
2022
Q4 		$600K Sell
2,420
-50
-2% -$12.1K 0.01% 288
2022
Q3 		$552K Buy
2,470
+39
+2% +$9.31K 0.01% 274
2022
Q2 		$573K Sell
2,431
-246
-9% -$59.3K 0.01% 234
2022
Q1 		$681K Buy
+2,677
New +$661K 0.01% 221
2016
Q3 		– Sell
-88,996
Closed -$11.6M – 29
2016
Q2 		$11.6M Buy
88,996
+4,248
+5% +$545K 2.36% 11
2016
Q1 		$10.4M Sell
84,748
-20,758
-20% -$2.52M 2.22% 14
2015
Q4 		$14M Buy
+105,506
New +$13.7M 3.25% 15

Other funds holding VHT

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Mather Group's VHT Position: Q3 2026 in Review

Mather Group increased its Vanguard Health Care ETF (VHT) stake by 3.5% in Q3 2026, buying an estimated $27.3K and bringing the position to 2,603 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #421.

Mather Group first reported a position in VHT in Q4 2015 and has held it in 22 quarters since. The position peaked at $14M in Q4 2015. 325 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Mather Group held 2,603 shares of Vanguard Health Care ETF worth $823K as of Q3 2026.
  • Mather Group bought 87 Vanguard Health Care ETF shares in Q3 2026, an estimated $27.3K.
  • Vanguard Health Care ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #421 holding.
  • Mather Group first reported a position in Vanguard Health Care ETF in Q4 2015 and has held it in 22 quarters since.
  • Mather Group's Vanguard Health Care ETF position peaked at $14M in Q4 2015.
  • 325 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

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