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Mather Group’s Vanguard Industrials ETF VIS Stock Holding History

Mather Group’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$679K Hold
2,175
– – 0.01% 420
2025
Q4 		$649K Sell
2,175
-50
-2% -$14.8K 0.01% 358
2025
Q3 		$659K Hold
2,225
– – 0.01% 354
2025
Q2 		$623K Sell
2,225
-33
-1% -$8.52K 0.01% 350
2025
Q1 		$559K Hold
2,258
– – 0.01% 356
2024
Q4 		$574K Sell
2,258
-450
-17% -$120K 0.01% 328
2024
Q3 		$704K Sell
2,708
-273
-9% -$66.8K 0.01% 295
2024
Q2 		$728K Hold
2,981
– – 0.01% 326
2024
Q1 		$657K Hold
2,981
– – 0.01% 286
2023
Q4 		$657K Hold
2,981
– – 0.01% 294
2023
Q3 		$581K Sell
2,981
-325
-10% -$66.7K 0.01% 296
2023
Q2 		$679K Buy
3,306
+225
+7% +$43K 0.01% 288
2023
Q1 		$587K Hold
3,081
– – 0.01% 300
2022
Q4 		$563K Sell
3,081
-446
-13% -$79.8K 0.01% 299
2022
Q3 		$556K Sell
3,527
-467
-12% -$81.3K 0.01% 272
2022
Q2 		$652K Sell
3,994
-967
-19% -$171K 0.01% 224
2022
Q1 		$965K Buy
+4,961
New +$954K 0.02% 177

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Mather Group's VIS Position: Q1 2026 in Review

Mather Group held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 2,175 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #420.

Mather Group first reported a position in VIS in Q1 2022 and has held it in 17 quarters since. The position peaked at $965K in Q1 2022. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Mather Group held 2,175 shares of Vanguard Industrials ETF worth $679K as of Q1 2026.
  • Mather Group left its Vanguard Industrials ETF share count unchanged in Q1 2026.
  • Vanguard Industrials ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #420 holding.
  • Mather Group first reported a position in Vanguard Industrials ETF in Q1 2022 and has held it in 17 quarters since.
  • Mather Group's Vanguard Industrials ETF position peaked at $965K in Q1 2022.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

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