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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
Q2 		$5.25M Buy
22,173
+1,744
+9% +$400K 0.05% 153
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mather Group's VIG Position: Q2 2026 in Review

Mather Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.5% in Q2 2026, buying an estimated $400K and bringing the position to 22,173 shares worth $5.25M. The position accounts for 0.05% of the portfolio, ranked #153.

Mather Group first reported a position in VIG in Q3 2020 and has held it in 20 quarters since. The position peaked at $16.9M in Q2 2024. 2,590 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Mather Group held 22,173 shares of Vanguard Dividend Appreciation ETF worth $5.25M as of Q2 2026.
  • Mather Group bought 1,744 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $400K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Mather Group's portfolio in Q2 2026, its #153 holding.
  • Mather Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 20 quarters since.
  • Mather Group's Vanguard Dividend Appreciation ETF position peaked at $16.9M in Q2 2024.
  • 2,590 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.