Ownership history in MATHER GROUP, LLC. Β· 8 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in VANGUARD SCOTTSDALE FDS (VTC). 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 β19.6% annually on this VTC position. Timing score: 20% (1/5 decisions correct). Average cost basis: $70.09. Maximum drawdown during holding period: β3.0%.
β Significantly underperformed the S&P 500 by 19.6% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct
Best entry: $70.09 (2023 Q4) Β· Worst: $70.09 (2023 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 5 trims. Bought during 0 of 3 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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