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Mather Group’s Vanguard Total World Stock ETF VT Stock Holding History

Mather Group’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.4M Sell
206,498
-669
-0.3% -$102K 0.28% 44
2026
Q1 		$28.7M Buy
207,167
+890
+0.4% +$128K 0.29% 44
2025
Q4 		$29.1M Sell
206,277
-4,727
-2% -$661K 0.3% 43
2025
Q3 		$29.1M Sell
211,004
-4,880
-2% -$648K 0.29% 43
2025
Q2 		$27.7M Buy
215,884
+328
+0.2% +$39.2K 0.3% 43
2025
Q1 		$25M Buy
215,556
+15,931
+8% +$1.91M 0.29% 44
2024
Q4 		$23.5M Sell
199,625
-1,707
-0.8% -$205K 0.3% 43
2024
Q3 		$24.1M Sell
201,332
-3,889
-2% -$447K 0.31% 43
2024
Q2 		$22.7M Buy
205,221
+35,723
+21% +$3.94M 0.28% 40
2024
Q1 		$17.4M Sell
169,498
-3,227
-2% -$341K 0.28% 35
2023
Q4 		$17.8M Buy
172,725
+16,225
+10% +$1.56M 0.28% 35
2023
Q3 		$14.6M Buy
156,500
+13,341
+9% +$1.3M 0.26% 39
2023
Q2 		$13.9M Buy
143,159
+12,069
+9% +$1.13M 0.22% 47
2023
Q1 		$12.1M Buy
131,090
+10,717
+9% +$971K 0.21% 49
2022
Q4 		$10.4M Buy
120,373
+6,802
+6% +$581K 0.2% 60
2022
Q3 		$8.96M Buy
113,571
+6,236
+6% +$548K 0.19% 57
2022
Q2 		$9.16M Buy
107,335
+3,751
+4% +$347K 0.21% 56
2022
Q1 		$10.5M Buy
103,584
+10,342
+11% +$1.05M 0.21% 51
2021
Q4 		$10M Buy
93,242
+1,141
+1% +$121K 0.2% 51
2021
Q3 		$9.38M Buy
92,101
+13,378
+17% +$1.4M 0.23% 48
2021
Q2 		$8.16M Buy
78,723
+25,615
+48% +$2.61M 0.21% 46
2021
Q1 		$5.17M Buy
53,108
+4,888
+10% +$470K 0.15% 50
2020
Q4 		$4.46M Buy
48,220
+9,467
+24% +$821K 0.15% 49
2020
Q3 		$3.13M Buy
38,753
+9,681
+33% +$777K 0.12% 52
2020
Q2 		$2.17M Buy
29,072
+10,916
+60% +$769K 0.1% 57
2020
Q1 		$1.14M Buy
18,156
+11,666
+180% +$879K 0.08% 65
2019
Q4 		$526K Buy
+6,490
New +$505K 0.03% 84

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Mather Group's VT Position: Q2 2026 in Review

Mather Group reduced its Vanguard Total World Stock ETF (VT) stake by 0.32% in Q2 2026, selling an estimated $102K and leaving 206,498 shares worth $32.4M. The position accounts for 0.28% of the portfolio, ranked #44.

Mather Group first reported a position in VT in Q4 2019 and has held it in 27 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Mather Group held 206,498 shares of Vanguard Total World Stock ETF worth $32.4M as of Q2 2026.
  • Mather Group sold 669 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Total World Stock ETF made up 0.28% of Mather Group's portfolio in Q2 2026, its #44 holding.
  • Mather Group first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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