Mather Group 13F: Cuts BIV Stake by $26M

Mather Group scaled back its investment in Vanguard Intermediate-Term Bond Index Fund ETF Shares (NYSEArca: BIV), according to a Form 13F filing disclosed on October 14, 2026. Institutional investors like Mather Group use these quarterly reports to outline portfolio changes to the SEC, though the documents look backward at prior choices and might not reflect active trading today.

What Changed in Mather Group's Vanguard Intermediate-Term Bond Index Fund ETF Shares Position

Mather Group reduced its position by 361,976 shares, representing a 22.2% decrease during the period. The firm ended the quarter with 1,268,129 shares, carrying a reported value of $92,395,869. This cut follows other fixed-income adjustments by the wealth management firm, including a recent complete exit from the Alpha Architect 1-3 Month Box ETF and a trim in Schwab U.S. Large-Cap Value ETF.

Vanguard Intermediate-Term Bond Index Fund ETF Shares Stock Down 0.1%

Vanguard Intermediate-Term Bond Index Fund ETF Shares recently traded around $73.44 as of October 16, 2026. The shares sit about 1.2% below their 50-day moving average of $74.34 and roughly 3.9% below their 200-day moving average of $76.39. Over the past year, the fund has moved between a 52-week low of $72.31 and a 52-week high of $79.09.

Dividend

Vanguard Intermediate-Term Bond Index Fund ETF Shares carries a dividend yield of about 4.5%, offering regular income distributions to investors holding the basket of intermediate notes.

About Vanguard Intermediate-Term Bond Index Fund ETF Shares

Vanguard Intermediate-Term Bond Index Fund ETF Shares is an exchange-traded fund that tracks a broad market index of medium-term debt. The portfolio holds a mix of U.S. government bonds and investment-grade corporate and international dollar-denominated issues with maturities ranging from five to ten years. The fund uses a sampling strategy to replicate its target index while keeping at least 80% of assets invested directly in qualifying bonds.

Bottom Line

Investors tracking Mather Group should keep in mind that Form 13F filings are historical snapshots reflecting positions at the end of a prior quarter. Future filings will show whether the wealth management firm continues to pare back its bond holdings or stabilizes its fixed-income strategy. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.