Ownership history in MATHER GROUP, LLC. Β· 29 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in VANGUARD INDEX FDS (VTI). 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 β0.4% annually on this VTI position. Timing score: 40% (10/25 decisions correct). Average cost basis: $287.50. Maximum drawdown during holding period: β24.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
28 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
10 of 25 add/trim decisions correct
Best entry: $114.65 (2018 Q4) Β· Worst: $335.27 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
16 adds Β· 10 trims. Bought during 3 of 7 down-price quarters. π More buys than sells across the holding period.
π MATHER GROUP, LLC. has been actively increasing its VTI allocation β a bullish signal from insiders.
Currently 1.09% 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