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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Mather Group's VTWG Position: Q1 2026 in Review

Mather Group increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 8.7% in Q1 2026, buying an estimated $55.9K and bringing the position to 2,861 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #429.

Mather Group first reported a position in VTWG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.28M in Q4 2022. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Mather Group held 2,861 shares of Vanguard Russell 2000 Growth ETF worth $655K as of Q1 2026.
  • Mather Group bought 230 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $55.9K.
  • Vanguard Russell 2000 Growth ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #429 holding.
  • Mather Group first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Mather Group's Vanguard Russell 2000 Growth ETF position peaked at $1.28M in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

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