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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

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

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

Mather Group's VOOG Position: Q2 2026 in Review

Mather Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.01% in Q2 2026, selling an estimated $79 and leaving 8,585 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #456.

Mather Group first reported a position in VOOG in Q4 2020 and has held it in 21 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Mather Group held 8,585 shares of Vanguard S&P 500 Growth ETF worth $709K as of Q2 2026.
Mather Group sold 1 Vanguard S&P 500 Growth ETF share in Q2 2026, an estimated $79.
Vanguard S&P 500 Growth ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #456 holding.
Mather Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 21 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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