Mather Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Mather Group’s Portfolio VONG Stock Details VONG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$86.5K	Sell	677 -140	-17%	-$17.4K	﹤0.01%	977
2026 Q1	$89.6K	Buy	+817	New	+$95.5K	﹤0.01%	917
2025 Q4	–	Sell	-519	Closed	-$62.5K	–	1621
2025 Q3	$62.5K	Buy	+519	New	+$59.5K	﹤0.01%	854
2025 Q2	–	Sell	-404	Closed	-$37.5K	–	1689
2025 Q1	$37.5K	Buy	+404	New	+$41K	﹤0.01%	950
2024 Q3	–	Sell	-404	Closed	-$35K	–	2212
2024 Q2	$35K	Buy	+404	New	+$35.5K	﹤0.01%	1099

Other funds holding VONG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mather Group's VONG Position: Q2 2026 in Review

Mather Group reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 17% in Q2 2026, selling an estimated $17.4K and leaving 677 shares worth $86.5K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Mather Group first reported a position in VONG in Q2 2024 and has held it in 5 quarters since. The position peaked at $89.6K in Q1 2026. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Mather Group held 677 shares of Vanguard Russell 1000 Growth ETF worth $86.5K as of Q2 2026.
Mather Group sold 140 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $17.4K.
Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #977 holding.
Mather Group first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and has held it in 5 quarters since.
Mather Group's Vanguard Russell 1000 Growth ETF position peaked at $89.6K in Q1 2026.
955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

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