Mather Group
VTI icon

Mather Group’s Vanguard Morningstar 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
Q3 		$108M Sell
288,763
-17,727
-6% -$6.64M 0.92% 19
2026
Q2 		$113M Sell
306,490
-6,180
-2% -$2.21M 0.99% 20
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

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Mather Group's VTI Position: Q3 2026 in Review

Mather Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.8% in Q3 2026, selling an estimated $6.64M and leaving 288,763 shares worth $108M. The position accounts for 0.92% of the portfolio, ranked #19.

Mather Group first reported a position in VTI in Q4 2018 and has held it in 32 quarters since. The position peaked at $113M in Q2 2026. 932 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Mather Group held 288,763 shares of Vanguard Morningstar Total Stock Market ETF worth $108M as of Q3 2026.
  • Mather Group sold 17,727 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $6.64M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.92% of Mather Group's portfolio in Q3 2026, its #19 holding.
  • Mather Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 32 quarters since.
  • Mather Group's Vanguard Morningstar Total Stock Market ETF position peaked at $113M in Q2 2026.
  • 932 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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