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Mather Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mather Group’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.39M Buy
20,429
+1,086
+6% +$242K 0.04% 145
2025
Q4 		$4.25M Sell
19,343
-4,312
-18% -$942K 0.04% 136
2025
Q3 		$5.1M Sell
23,655
-36,912
-61% -$7.75M 0.05% 123
2025
Q2 		$12.4M Sell
60,567
-2,068
-3% -$401K 0.13% 76
2025
Q1 		$12.2M Sell
62,635
-2,046
-3% -$407K 0.14% 74
2024
Q4 		$12.7M Buy
64,681
+3
+0% +$599 0.16% 71
2024
Q3 		$12.8M Sell
64,678
-28,086
-30% -$5.35M 0.16% 73
2024
Q2 		$16.9M Buy
92,764
+86,899
+1,482% +$15.6M 0.21% 53
2024
Q1 		$999K Buy
5,865
+699
+14% +$123K 0.02% 220
2023
Q4 		$880K Sell
5,166
-305
-6% -$49.1K 0.01% 248
2023
Q3 		$850K Sell
5,471
-70,366
-93% -$11.4M 0.02% 240
2023
Q2 		$12.3M Buy
75,837
+71,469
+1,636% +$11.2M 0.2% 59
2023
Q1 		$673K Sell
4,368
-457
-9% -$70K 0.01% 272
2022
Q4 		$733K Buy
4,825
+23
+0.5% +$3.43K 0.01% 255
2022
Q3 		$649K Buy
4,802
+64
+1% +$9.52K 0.01% 251
2022
Q2 		$680K Buy
4,738
+806
+20% +$123K 0.02% 218
2022
Q1 		$638K Buy
+3,932
New +$634K 0.01% 229
2021
Q4 		– Sell
-3,944
Closed -$606K – 397
2021
Q3 		$606K Buy
+3,944
New +$629K 0.01% 152
2020
Q4 		– Sell
-2,814
Closed -$362K – 274
2020
Q3 		$362K Buy
+2,814
New +$354K 0.01% 168

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mather Group's VIG Position: Q1 2026 in Review

Mather Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.6% in Q1 2026, buying an estimated $242K and bringing the position to 20,429 shares worth $4.39M. The position accounts for 0.04% of the portfolio, ranked #145.

Mather Group first reported a position in VIG in Q3 2020 and has held it in 19 quarters since. The position peaked at $16.9M in Q2 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Mather Group held 20,429 shares of Vanguard Dividend Appreciation ETF worth $4.39M as of Q1 2026.
  • Mather Group bought 1,086 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $242K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Mather Group's portfolio in Q1 2026, its #145 holding.
  • Mather Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 19 quarters since.
  • Mather Group's Vanguard Dividend Appreciation ETF position peaked at $16.9M in Q2 2024.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.