Mather Group LLC's Investment Activity in Q1 2026

According to data from Insiderset for the period ending June 30, 2026, Mather Group LLC, a significant investor entity, exhibited notable shifts in its portfolio holdings. The information reflects changes compared to the previous reporting period.

The most prominent activity observed was substantial buying across several Vanguard funds and other ETFs. Vanguard Information Technology ETF (VUG) saw a significant increase in shares, rising by 3006.4% from the prior period, adding considerable weight to its position which now stands at approximately 11.42% of the total portfolio value.

Similarly, Vanguard Information Technology ETF (VTV) experienced a substantial increase in shares by 337.32%, boosting its allocation to nearly 9.61% of the portfolio.

Other significant purchases included Vanguard Total Stock Market ETF (VGK) with a moderate increase in shares, and Vanguard Scottsdale Fund for Growth & Income ETF (VMBS) which also saw an increase. Notably, the investor acquired positions in inflation-linked bonds via iShares 10-Yr Treasury Inflation Protected Securities ETF (TIP) and actively purchased a small position in emerging markets debt through iShares Emerging Market Bond ETF (EMB).

Conversely, the data indicates heavy selling activity on certain holdings. The two Schwab Strategic Trust funds showed dramatic reductions: SCHWAB STRATEGIC TR SCHG experienced a staggering 70.11% reduction in shares, while its counterpart SCHWAB STRATEGIC TR SCHV saw an even larger decline of 71.42%. Additionally, the investor sold off positions in several SPDR Series Trust ETFs including SPDR S&P 500 Trust (SPTL), which was reduced by over 77%.

Furthermore, the investor disposed of holdings in other Dimensional Fund Tracker ETFs and Vanguard funds. Specifically, Vanguard Whitehall Fund for Small-Cap Value (VWOB) was sold entirely, while there were decreases noted in iShares Core U.S. Aggregate Bond ETF (BIV) and a small Vanguard fund position.