Ownership history in MATHER GROUP, LLC. Β· 21 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in VANGUARD BD INDEX FDS (BIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MATHER GROUP, LLC. underperformed the S&P 500 by β14.6% annually on this BIV position. Timing score: 56% (10/18 decisions correct). Average cost basis: $69.49. Maximum drawdown during holding period: β17.0%.
β Significantly underperformed the S&P 500 by 14.6% ann.
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 18 add/trim decisions correct
Best entry: $64.85 (2022 Q3) Β· Worst: $78.10 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
14 adds Β· 5 trims. Bought during 7 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.83% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size