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 Q3	$741K	Buy	8,665 +80	+0.9%	+$6.67K	0.01%	447
2026 Q2	$709K	Sell	8,585 -1	-0%	-$79	0.01%	456
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

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

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

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Curry Webb Wealth Management Indianapolis, Indiana $241M AUM 14.92% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mather Group's VOOG Position: Q3 2026 in Review

Mather Group increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.93% in Q3 2026, buying an estimated $6.67K and bringing the position to 8,665 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #447.

Mather Group first reported a position in VOOG in Q4 2020 and has held it in 22 quarters since. 202 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

Mather Group held 8,665 shares of Vanguard S&P 500 Growth ETF worth $741K as of Q3 2026.
Mather Group bought 80 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $6.67K.
Vanguard S&P 500 Growth ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #447 holding.
Mather Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
202 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

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