Mather Group
VIG icon

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
Q3 		$5.24M Buy
22,468
+295
+1% +$70.9K 0.04% 165
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% +$9.5K 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Mather Group's VIG Position: Q3 2026 in Review

Mather Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q3 2026, buying an estimated $70.9K and bringing the position to 22,468 shares worth $5.24M. The position accounts for 0.04% of the portfolio, ranked #165.

Mather Group first reported a position in VIG in Q3 2020 and has held it in 21 quarters since. The position peaked at $16.9M in Q2 2024. 617 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Mather Group held 22,468 shares of Vanguard Dividend Appreciation ETF worth $5.24M as of Q3 2026.
  • Mather Group bought 295 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $70.9K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Mather Group's portfolio in Q3 2026, its #165 holding.
  • Mather Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 21 quarters since.
  • Mather Group's Vanguard Dividend Appreciation ETF position peaked at $16.9M in Q2 2024.
  • 617 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

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