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 Q3	$86K	Sell	667 -10	-1%	-$1.26K	﹤0.01%	996
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

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Seven Bridges Advisors New York $221M AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group's VONG Position: Q3 2026 in Review

Mather Group reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 1.5% in Q3 2026, selling an estimated $1.26K and leaving 667 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Mather Group first reported a position in VONG in Q2 2024 and has held it in 6 quarters since. The position peaked at $89.6K in Q1 2026. 244 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

Mather Group held 667 shares of Vanguard Russell 1000 Growth ETF worth $86K as of Q3 2026.
Mather Group sold 10 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.26K.
Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #996 holding.
Mather Group first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and has held it in 6 quarters since.
Mather Group's Vanguard Russell 1000 Growth ETF position peaked at $89.6K in Q1 2026.
244 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.