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Mather Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mather Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$100M Sell
312,670
-3,155
-1% -$1.06M 1% 19
2025
Q4 		$106M Buy
315,825
+191,125
+153% +$63.6M 1.09% 19
2025
Q3 		$40.9M Buy
124,700
+35,367
+40% +$11.2M 0.41% 35
2025
Q2 		$27.2M Sell
89,333
-6,097
-6% -$1.71M 0.29% 45
2025
Q1 		$26.2M Sell
95,430
-1,291
-1% -$375K 0.3% 41
2024
Q4 		$28M Sell
96,721
-183
-0.2% -$53.4K 0.36% 39
2024
Q3 		$27.4M Sell
96,904
-9,360
-9% -$2.55M 0.35% 38
2024
Q2 		$27.6M Buy
106,264
+18,522
+21% +$4.79M 0.34% 35
2024
Q1 		$20.8M Sell
87,742
-580
-0.7% -$143K 0.33% 32
2023
Q4 		$21M Buy
88,322
+1,789
+2% +$396K 0.33% 32
2023
Q3 		$18.4M Sell
86,533
-8,602
-9% -$1.9M 0.33% 31
2023
Q2 		$21M Buy
95,135
+14,960
+19% +$3.12M 0.33% 34
2023
Q1 		$16.4M Buy
80,175
+530
+0.7% +$106K 0.29% 35
2022
Q4 		$15.2M Buy
79,645
+12,854
+19% +$2.48M 0.29% 37
2022
Q3 		$12M Sell
66,791
-2,406
-3% -$480K 0.26% 41
2022
Q2 		$13.1M Buy
69,197
+2,293
+3% +$471K 0.3% 38
2022
Q1 		$15.2M Buy
66,904
+12,899
+24% +$2.9M 0.3% 33
2021
Q4 		$13M Buy
54,005
+21,352
+65% +$5.04M 0.26% 35
2021
Q3 		$7.25M Buy
32,653
+11,614
+55% +$2.65M 0.17% 50
2021
Q2 		$4.69M Buy
21,039
+5,829
+38% +$1.27M 0.12% 53
2021
Q1 		$3.14M Sell
15,210
-22
-0.1% -$4.45K 0.09% 57
2020
Q4 		$2.96M Buy
15,232
+6,051
+66% +$1.11M 0.1% 55
2020
Q3 		$1.56M Buy
9,181
+1,410
+18% +$237K 0.06% 71
2020
Q2 		$1.22M Hold
7,771
– – 0.06% 80
2020
Q1 		$1M Sell
7,771
-9,745
-56% -$1.51M 0.07% 67
2019
Q4 		$2.87M Buy
17,516
+10,163
+138% +$1.59M 0.18% 47
2019
Q3 		$1.11M Hold
7,353
– – 0.08% 50
2019
Q2 		$1.1M Hold
7,353
– – 0.09% 46
2019
Q1 		$1.06M Sell
7,353
-956
-12% -$133K 0.09% 48
2018
Q4 		$1.06M Buy
+8,309
New +$1.15M 0.1% 49

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mather Group's VTI Position: Q1 2026 in Review

Mather Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 1% in Q1 2026, selling an estimated $1.06M and leaving 312,670 shares worth $100M. The position accounts for 1% of the portfolio, ranked #19.

Mather Group first reported a position in VTI in Q4 2018 and has held it in 30 quarters since. The position peaked at $106M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Mather Group held 312,670 shares of Vanguard Total Stock Market ETF worth $100M as of Q1 2026.
  • Mather Group sold 3,155 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.06M.
  • Vanguard Total Stock Market ETF made up 1% of Mather Group's portfolio in Q1 2026, its #19 holding.
  • Mather Group first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Mather Group's Vanguard Total Stock Market ETF position peaked at $106M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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