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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Mather Group's VTWG Position: Q2 2026 in Review

Mather Group reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 29% in Q2 2026, selling an estimated $222K and leaving 2,027 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #501.

Mather Group first reported a position in VTWG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.28M in Q4 2022. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Mather Group held 2,027 shares of Vanguard Russell 2000 Growth ETF worth $583K as of Q2 2026.
  • Mather Group sold 834 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $222K.
  • Vanguard Russell 2000 Growth ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #501 holding.
  • Mather Group first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Mather Group's Vanguard Russell 2000 Growth ETF position peaked at $1.28M in Q4 2022.
  • 223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

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