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 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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mather Group's VTC Position: Q2 2026 in Review

Mather Group held its Vanguard Total Corporate Bond ETF (VTC) position steady in Q2 2026 at 1,676 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Mather Group first reported a position in VTC in Q3 2023 and has held it in 10 quarters since. The position peaked at $350K in Q4 2023. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

Mather Group held 1,676 shares of Vanguard Total Corporate Bond ETF worth $129K as of Q2 2026.
Mather Group left its Vanguard Total Corporate Bond ETF share count unchanged in Q2 2026.
Vanguard Total Corporate Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #879 holding.
Mather Group first reported a position in Vanguard Total Corporate Bond ETF in Q3 2023 and has held it in 10 quarters since.
Mather Group's Vanguard Total Corporate Bond ETF position peaked at $350K in Q4 2023.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

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