Mather Group
VTWG icon

Mather Group’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Mather Group’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$482K Sell
1,848
-179
-9% -$49.3K ﹤0.01% 554
2026
Q2 		$583K Sell
2,027
-834
-29% -$222K 0.01% 501
2026
Q1 		$655K Buy
2,861
+230
+9% +$55.9K 0.01% 429
2025
Q4 		$621K Hold
2,631
– – 0.01% 367
2025
Q3 		$615K Sell
2,631
-880
-25% -$194K 0.01% 361
2025
Q2 		$732K Sell
3,511
-312
-8% -$60K 0.01% 321
2025
Q1 		$712K Sell
3,823
-62
-2% -$12.8K 0.01% 302
2024
Q4 		$816K Sell
3,885
-75
-2% -$16.2K 0.01% 263
2024
Q3 		$821K Sell
3,960
-626
-14% -$125K 0.01% 267
2024
Q2 		$904K Buy
4,586
+260
+6% +$49.1K 0.01% 282
2024
Q1 		$794K Hold
4,326
– – 0.01% 257
2023
Q4 		$794K Sell
4,326
-519
-11% -$85.1K 0.01% 264
2023
Q3 		$790K Sell
4,845
-673
-12% -$117K 0.01% 249
2023
Q2 		$974K Sell
5,518
-497
-8% -$82.9K 0.02% 236
2023
Q1 		$993K Sell
6,015
-2,219
-27% -$369K 0.02% 214
2022
Q4 		$1.28M Buy
8,234
+451
+6% +$71.9K 0.02% 175
2022
Q3 		$1.17M Buy
7,783
+1,037
+15% +$170K 0.03% 173
2022
Q2 		$1.01M Buy
+6,746
New +$1.09M 0.02% 180

Other funds holding VTWG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
IVC Wealth Advisors
IVC Wealth Advisors Silverdale, Pennsylvania $249M AUM 21.81% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Keystone Global Partners
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Mather Group's VTWG Position: Q3 2026 in Review

Mather Group reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 8.8% in Q3 2026, selling an estimated $49.3K and leaving 1,848 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Mather Group first reported a position in VTWG in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.28M in Q4 2022. 48 funds tracked by Wall St. Rank hold VTWG as of Q3 2026.

  • Mather Group held 1,848 shares of Vanguard Russell 2000 Growth ETF worth $482K as of Q3 2026.
  • Mather Group sold 179 Vanguard Russell 2000 Growth ETF shares in Q3 2026, an estimated $49.3K.
  • Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #554 holding.
  • Mather Group first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • Mather Group's Vanguard Russell 2000 Growth ETF position peaked at $1.28M in Q4 2022.
  • 48 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2026.

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