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Mather Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Mather Group’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Buy
9,583
+8,605
+880% +$977K 0.01% 352
2026
Q1 		$98K Buy
+978
New +$102K ﹤0.01% 892
2025
Q1 		– Sell
-1,162
Closed -$104K – 1866
2024
Q4 		$104K Buy
1,162
+26
+2% +$2.4K ﹤0.01% 730
2024
Q3 		$101K Sell
1,136
-278
-20% -$24.1K ﹤0.01% 734
2024
Q2 		$120K Buy
1,414
+1,254
+784% +$103K ﹤0.01% 761
2024
Q1 		$13K Buy
+160
New +$12.9K ﹤0.01% 1146
2023
Q3 		– Sell
-5
Closed -$378 – 627
2023
Q2 		$378 Buy
+5
New +$360 ﹤0.01% 614

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Mather Group's VTWO Position: Q2 2026 in Review

Mather Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 880% in Q2 2026, buying an estimated $977K and bringing the position to 9,583 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #352.

Mather Group first reported a position in VTWO in Q2 2023 and has held it in 7 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Mather Group held 9,583 shares of Vanguard Russell 2000 ETF worth $1.16M as of Q2 2026.
  • Mather Group bought 8,605 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $977K.
  • Vanguard Russell 2000 ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #352 holding.
  • Mather Group first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and has held it in 7 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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