Mather Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Mather Group’s Portfolio VTC Stock Details VTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$122K	Hold	1,676	–	–	﹤0.01%	908
2026 Q2	$129K	Hold	1,676	–	–	﹤0.01%	879
2026 Q1	$129K	Buy	+1,676	New	+$130K	﹤0.01%	837
2025 Q4	–	Sell	-1,676	Closed	-$131K	–	1630
2025 Q3	$131K	Buy	+1,676	New	+$130K	﹤0.01%	716
2025 Q2	–	Sell	-3,655	Closed	-$281K	–	1697
2025 Q1	$281K	Sell	3,655 -136	-4%	-$10.4K	﹤0.01%	505
2024 Q4	$287K	Sell	3,791 -92	-2%	-$7.1K	﹤0.01%	469
2024 Q3	$308K	Sell	3,883 -386	-9%	-$30K	﹤0.01%	457
2024 Q2	$327K	Sell	4,269 -251	-6%	-$18.9K	﹤0.01%	509
2024 Q1	$350K	Hold	4,520	–	–	0.01%	404
2023 Q4	$350K	Buy	4,520 +957	+27%	+$70.5K	0.01%	418
2023 Q3	$258K	Buy	+3,563	New	+$265K	﹤0.01%	473

Other funds holding VTC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Succession Financial Mckinney, Texas $104M AUM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Mather Group's VTC Position: Q3 2026 in Review

Mather Group held its Vanguard Total Corporate Bond ETF (VTC) position steady in Q3 2026 at 1,676 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Mather Group first reported a position in VTC in Q3 2023 and has held it in 11 quarters since. The position peaked at $350K in Q4 2023. 35 funds tracked by Wall St. Rank hold VTC as of Q3 2026.

Mather Group held 1,676 shares of Vanguard Total Corporate Bond ETF worth $122K as of Q3 2026.
Mather Group left its Vanguard Total Corporate Bond ETF share count unchanged in Q3 2026.
Vanguard Total Corporate Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #908 holding.
Mather Group first reported a position in Vanguard Total Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Mather Group's Vanguard Total Corporate Bond ETF position peaked at $350K in Q4 2023.
35 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2026.

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