Mather Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Mather Group’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$583K	Buy	8,586 +738	+9%	+$53.4K	0.01%	454
2025 Q4	$581K	Buy	7,848 +870	+12%	+$64K	0.01%	377
2025 Q3	$506K	Hold	6,978	–	–	0.01%	403
2025 Q2	$461K	Sell	6,978 -300	-4%	-$17.8K	﹤0.01%	405
2025 Q1	$406K	Hold	7,278	–	–	﹤0.01%	423
2024 Q4	$444K	Buy	7,278 +1,584	+28%	+$95K	0.01%	386
2024 Q3	$328K	Hold	5,694	–	–	﹤0.01%	447
2024 Q2	$289K	Buy	5,694 +5,250	+1,182%	+$272K	﹤0.01%	542
2024 Q1	$20K	Sell	444 -5,250	-92%	-$254K	﹤0.01%	1060
2023 Q4	$257K	Hold	5,694	–	–	﹤0.01%	483
2023 Q3	$234K	Hold	5,694	–	–	﹤0.01%	494
2023 Q2	$241K	Buy	5,694 +126	+2%	+$5.01K	﹤0.01%	508
2023 Q1	$214K	Sell	5,568 -222	-4%	-$8.16K	﹤0.01%	478
2022 Q4	$204K	Buy	+5,790	New	+$209K	﹤0.01%	463
2022 Q2	–	Sell	-5,250	Closed	-$241K	–	479
2022 Q1	$241K	Hold	5,250	–	–	﹤0.01%	389
2021 Q4	$264K	Hold	5,250	–	–	0.01%	320
2021 Q3	$233K	Hold	5,250	–	–	0.01%	257
2021 Q2	$230K	Hold	5,250	–	–	0.01%	254
2021 Q1	$206K	Hold	5,250	–	–	0.01%	259
2020 Q4	$201K	Buy	+5,250	New	+$191K	0.01%	241

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mather Group's VOOG Position: Q1 2026 in Review

Mather Group increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 9.4% in Q1 2026, buying an estimated $53.4K and bringing the position to 8,586 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #454.

Mather Group first reported a position in VOOG in Q4 2020 and has held it in 20 quarters since. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Mather Group held 8,586 shares of Vanguard S&P 500 Growth ETF worth $583K as of Q1 2026.
Mather Group bought 738 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $53.4K.
Vanguard S&P 500 Growth ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #454 holding.
Mather Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 20 quarters since.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.