Mather Group’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Mather Group’s Portfolio VIOG Stock Details VIOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9K	Sell	71 -81	-53%	-$11.3K	﹤0.01%	1480
2026 Q1	$18.9K	Buy	+152	New	+$19.4K	﹤0.01%	1292
2025 Q4	–	Sell	-300	Closed	-$36.5K	–	1612
2025 Q3	$36.5K	Buy	+300	New	+$35.6K	﹤0.01%	982
2025 Q2	–	Sell	-836	Closed	-$89.4K	–	1679
2025 Q1	$89.4K	Hold	836	–	–	﹤0.01%	769
2024 Q4	$97.2K	Hold	836	–	–	﹤0.01%	746
2024 Q3	$100K	Sell	836 -1,018	-55%	-$118K	﹤0.01%	735
2024 Q2	$208K	Sell	1,854 -381	-17%	-$41.9K	﹤0.01%	601
2024 Q1	$241K	Hold	2,235	–	–	﹤0.01%	486
2023 Q4	$241K	Buy	+2,235	New	+$216K	﹤0.01%	505
2023 Q3	–	Sell	-2,246	Closed	-$223K	–	625
2023 Q2	$223K	Buy	+2,246	New	+$211K	﹤0.01%	526

Other funds holding VIOG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

Mather Group's VIOG Position: Q2 2026 in Review

Mather Group reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 53% in Q2 2026, selling an estimated $11.3K and leaving 71 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Mather Group first reported a position in VIOG in Q2 2023 and has held it in 10 quarters since. The position peaked at $241K in Q1 2024. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

Mather Group held 71 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $10.9K as of Q2 2026.
Mather Group sold 81 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $11.3K.
Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1480 holding.
Mather Group first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2023 and has held it in 10 quarters since.
Mather Group's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $241K in Q1 2024.
198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.