Mather Group 13F Holdings & Latest Moves

13F filer · Latest filing Oct 14, 2026

Latest 13F moves (filed Oct 14, 2026): 2 new positions, 38 added, 6 reduced, 1 sold out. Largest change by value: added $VUG ($1.49B held).

New positions
2
Added / reduced
38 / 6
Sold out
1

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VUG Added +1.39M (+9.12%) 16.59M $1.49B Read
$VTV Added +372.85K (+7.38%) 5.43M $1.17B Read
$VGK Added +130.97K (+1.48%) 8.99M $780.41M —
$DFAE Added +520.07K (+4.17%) 12.99M $510.78M —
$VMBS Added +968.28K (+11.39%) 9.47M $420.46M Read

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SCHG Reduced -3.16M (-24.28%) 9.85M $353.94M Read
$SCHV Reduced -2.38M (-23.56%) 7.72M $257.15M Read
$VTI Reduced -17.73K (-5.78%) 288.76K $108.07M —
$BIV Reduced -361.98K (-22.21%) 1.27M $92.40M Read
$VT Reduced -22.84K (-11.06%) 183.66K $28.99M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DFSV New +6.69M 6.69M $250.86M Read
$XOM New +254.53K 254.53K $41.43M Read

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VUG Added +1.39M (+9.12%) 16.59M $1.49B Read
$VTV Added +372.85K (+7.38%) 5.43M $1.17B Read
$VGK Added +130.97K (+1.48%) 8.99M $780.41M —
$DFAE Added +520.07K (+4.17%) 12.99M $510.78M —
$VMBS Added +968.28K (+11.39%) 9.47M $420.46M Read
$SPTI Added +771.46K (+6.15%) 13.32M $363.40M —
$VCSH Added +89.79K (+3.02%) 3.06M $236.54M —
$TLH Added +319.51K (+20.78%) 1.86M $171.19M Read
$AAPL Added +67.65K (+27.21%) 316.27K $105.32M —
$NVDA Added +44.23K (+17.73%) 293.79K $67.10M —
$EMB Added +135.34K (+22.99%) 723.94K $65.76M —
$MSFT Added +13.60K (+12.59%) 121.61K $62.37M —
$PG Added +37.51K (+10.52%) 394.16K $57.26M —
$GOOG Added +47.47K (+58.60%) 128.47K $43.77M —
$AMZN Added +25.02K (+19.66%) 152.28K $37.94M —
$VGIT Added +86.95K (+16.72%) 607.02K $34.39M —
$XLK Added +49.87K (+45.37%) 159.79K $31.28M —
$BRK.B Added +11.64K (+25.22%) 57.81K $28.79M —
$JNJ Added +14.25K (+21.26%) 81.29K $21.52M —
$MCD Added +15.15K (+21.73%) 84.89K $19.60M —
$JPM Added +15.96K (+40.83%) 55.03K $18.21M —
$CVX Added +36.28K (+72.07%) 86.61K $17.69M —
$WMT Added +43.24K (+40.26%) 150.65K $15.66M —
$LLY Added +4.02K (+44.06%) 13.16K $15.22M —
$GE Added +15.23K (+46.50%) 47.97K $14.98M —
$MU Added +4.22K (+47.51%) 13.10K $13.96M —
$XLV Added +38.20K (+92.98%) 79.29K $13.35M —
$MA Added +5.42K (+31.61%) 22.58K $12.45M Read
$INTC Added +57.23K (+194.13%) 86.71K $10.43M —
$NOW Added +24.05K (+63.34%) 62.01K $8.31M —
$CSX Added +71.48K (+82.97%) 157.63K $7.33M —
$MDLZ Added +54.54K (+76.75%) 125.61K $7.26M —
$KMI Added +105.82K (+83%) 233.33K $7.03M —
$PEP Added +40.52K (+311.65%) 53.52K $6.78M —
$UI Added +6.52K (+136.75%) 11.29K $6.41M —
$DHR Added +14.78K (+120.09%) 27.09K $6M —
$BLDR Added +56.80K (+164.68%) 91.29K $5.20M —
$DE Added +5.69K (+296.61%) 7.60K $5.11M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SCHG Reduced -3.16M (-24.28%) 9.85M $353.94M Read
$SCHV Reduced -2.38M (-23.56%) 7.72M $257.15M Read
$VTI Reduced -17.73K (-5.78%) 288.76K $108.07M —
$BIV Reduced -361.98K (-22.21%) 1.27M $92.40M Read
$VT Reduced -22.84K (-11.06%) 183.66K $28.99M —
$VWOB Reduced -93.75K (-37.78%) 154.37K $9.75M —

Sold out position in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$BOXX Sold out -50.39K — — Read

All tracked 13F moves by Mather Group

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VTI Reduced -17.73K (-5.78%) 288.76K $108.07M —
$XOM New +254.53K 254.53K $41.43M Read
$DFSV New +6.69M 6.69M $250.86M Read
$VWOB Reduced -93.75K (-37.78%) 154.37K $9.75M —
$VT Reduced -22.84K (-11.06%) 183.66K $28.99M —
$SCHG Reduced -3.16M (-24.28%) 9.85M $353.94M Read
$SCHV Reduced -2.38M (-23.56%) 7.72M $257.15M Read
$BOXX Sold out -50.39K — — Read
$BIV Reduced -361.98K (-22.21%) 1.27M $92.40M Read
$WMT Added +43.24K (+40.26%) 150.65K $15.66M —
$VUG Added +1.39M (+9.12%) 16.59M $1.49B Read
$VTV Added +372.85K (+7.38%) 5.43M $1.17B Read
$VMBS Added +968.28K (+11.39%) 9.47M $420.46M Read
$VGK Added +130.97K (+1.48%) 8.99M $780.41M —
$VGIT Added +86.95K (+16.72%) 607.02K $34.39M —
$VCSH Added +89.79K (+3.02%) 3.06M $236.54M —
$UI Added +6.52K (+136.75%) 11.29K $6.41M —
$PG Added +37.51K (+10.52%) 394.16K $57.26M —
$XLK Added +49.87K (+45.37%) 159.79K $31.28M —
$XLV Added +38.20K (+92.98%) 79.29K $13.35M —
$SPTI Added +771.46K (+6.15%) 13.32M $363.40M —
$NOW Added +24.05K (+63.34%) 62.01K $8.31M —
$PEP Added +40.52K (+311.65%) 53.52K $6.78M —
$NVDA Added +44.23K (+17.73%) 293.79K $67.10M —
$MDLZ Added +54.54K (+76.75%) 125.61K $7.26M —
$MSFT Added +13.60K (+12.59%) 121.61K $62.37M —
$MU Added +4.22K (+47.51%) 13.10K $13.96M —
$MCD Added +15.15K (+21.73%) 84.89K $19.60M —
$MA Added +5.42K (+31.61%) 22.58K $12.45M Read
$KMI Added +105.82K (+83%) 233.33K $7.03M —
$JPM Added +15.96K (+40.83%) 55.03K $18.21M —
$JNJ Added +14.25K (+21.26%) 81.29K $21.52M —
$TLH Added +319.51K (+20.78%) 1.86M $171.19M Read
$INTC Added +57.23K (+194.13%) 86.71K $10.43M —
$GE Added +15.23K (+46.50%) 47.97K $14.98M —
$EMB Added +135.34K (+22.99%) 723.94K $65.76M —
$LLY Added +4.02K (+44.06%) 13.16K $15.22M —
$DFAE Added +520.07K (+4.17%) 12.99M $510.78M —
$DE Added +5.69K (+296.61%) 7.60K $5.11M —
$DHR Added +14.78K (+120.09%) 27.09K $6M —
$CSX Added +71.48K (+82.97%) 157.63K $7.33M —
$CVX Added +36.28K (+72.07%) 86.61K $17.69M —
$BLDR Added +56.80K (+164.68%) 91.29K $5.20M —
$BRK.B Added +11.64K (+25.22%) 57.81K $28.79M —
$AAPL Added +67.65K (+27.21%) 316.27K $105.32M —
$AMZN Added +25.02K (+19.66%) 152.28K $37.94M —
$GOOG Added +47.47K (+58.60%) 128.47K $43.77M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Mather Group holds or traded

Frequently asked questions

What did Mather Group buy and sell in its latest 13F?

It opened or added to $VUG, $VTV, $VGK, $DFAE and $VMBS; it cut or exited $SCHG, $SCHV, $VTI, $BIV and $VT.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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