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 Q3	$214K	Buy	4,356 +152	+4%	+$7.54K	﹤0.01%	776
2026 Q2	$211K	Sell	4,204 -5,082	-55%	-$255K	﹤0.01%	756
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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Mather Group's VTIP Position: Q3 2026 in Review

Mather Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.6% in Q3 2026, buying an estimated $7.54K and bringing the position to 4,356 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Mather Group first reported a position in VTIP in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.9M in Q1 2023. 284 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Mather Group held 4,356 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $214K as of Q3 2026.
Mather Group bought 152 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $7.54K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #776 holding.
Mather Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 17 quarters since.
Mather Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.9M in Q1 2023.
284 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

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