MG
VTIP icon

Mather Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Mather Group’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$464K Sell
9,286
-34
-0.4% -$1.69K ﹤0.01% 511
2025
Q4 		$461K Sell
9,320
-2,332
-20% -$117K ﹤0.01% 422
2025
Q3 		$590K Sell
11,652
-51
-0.4% -$2.57K 0.01% 374
2025
Q2 		$588K Sell
11,703
-217
-2% -$10.8K 0.01% 359
2025
Q1 		$595K Sell
11,920
-472
-4% -$23.2K 0.01% 341
2024
Q4 		$600K Sell
12,392
-1,463
-11% -$71.5K 0.01% 319
2024
Q3 		$683K Sell
13,855
-32,294
-70% -$1.57M 0.01% 301
2024
Q2 		$2.21M Sell
46,149
-22,756
-33% -$1.09M 0.03% 172
2024
Q1 		$3.27M Sell
68,905
-1,122
-2% -$53.4K 0.05% 121
2023
Q4 		$3.33M Sell
70,027
-6,764
-9% -$320K 0.05% 123
2023
Q3 		$3.63M Sell
76,791
-283
-0.4% -$13.4K 0.06% 109
2023
Q2 		$3.65M Sell
77,074
-4,525
-6% -$216K 0.06% 118
2023
Q1 		$3.9M Sell
81,599
-1,007
-1% -$47.4K 0.07% 95
2022
Q4 		$3.86M Buy
82,606
+77,213
+1,432% +$3.68M 0.07% 94
2022
Q3 		$259K Buy
+5,393
New +$267K 0.01% 404

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mather Group's VTIP Position: Q1 2026 in Review

Mather Group reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.36% in Q1 2026, selling an estimated $1.69K and leaving 9,286 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Mather Group first reported a position in VTIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.9M in Q1 2023. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Mather Group held 9,286 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $464K as of Q1 2026.
  • Mather Group sold 34 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $1.69K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #511 holding.
  • Mather Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 15 quarters since.
  • Mather Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.9M in Q1 2023.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

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