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Mather Group’s Vanguard Growth ETF VUG Stock Holding History

Mather Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$214M Buy
2,936,322
+9,372
+0.3% +$729K 2.13% 14
2025
Q4 		$238M Sell
2,926,950
-6,240
-0.2% -$506K 2.45% 9
2025
Q3 		$234M Sell
2,933,190
-357,348
-11% -$27.3M 2.37% 10
2025
Q2 		$240M Buy
3,290,538
+105,450
+3% +$6.94M 2.57% 10
2025
Q1 		$197M Buy
3,185,088
+93,084
+3% +$6.28M 2.28% 13
2024
Q4 		$212M Sell
3,092,004
-332,388
-10% -$22.3M 2.74% 11
2024
Q3 		$219M Sell
3,424,392
-141,612
-4% -$8.78M 2.81% 7
2024
Q2 		$205M Buy
3,566,004
+150,408
+4% +$8.77M 2.52% 10
2024
Q1 		$177M Sell
3,415,596
-19,308
-0.6% -$1.06M 2.79% 11
2023
Q4 		$178M Buy
3,434,904
+73,998
+2% +$3.57M 2.79% 11
2023
Q3 		$153M Sell
3,360,906
-250,200
-7% -$11.8M 2.71% 12
2023
Q2 		$170M Buy
3,611,106
+184,398
+5% +$8M 2.72% 12
2023
Q1 		$142M Sell
3,426,708
-10,200
-0.3% -$397K 2.53% 12
2022
Q4 		$122M Sell
3,436,908
-140,118
-4% -$5.15M 2.35% 14
2022
Q3 		$128M Buy
3,577,026
+35,118
+1% +$1.41M 2.75% 12
2022
Q2 		$132M Buy
3,541,908
+251,838
+8% +$10.3M 3% 11
2022
Q1 		$158M Buy
3,290,070
+166,044
+5% +$7.85M 3.11% 9
2021
Q4 		$167M Buy
3,124,026
+285,300
+10% +$14.9M 3.27% 9
2021
Q3 		$137M Buy
2,838,726
+50,514
+2% +$2.51M 3.3% 10
2021
Q2 		$133M Sell
2,788,212
-14,436
-0.5% -$656K 3.37% 10
2021
Q1 		$120M Buy
2,802,648
+40,224
+1% +$1.72M 3.4% 12
2020
Q4 		$117M Buy
2,762,424
+64,500
+2% +$2.57M 3.8% 10
2020
Q3 		$102M Buy
2,697,924
+11,364
+0.4% +$420K 4.02% 9
2020
Q2 		$90.5M Buy
2,686,560
+2,132,820
+385% +$65.6M 4.15% 8
2020
Q1 		$14.5M Buy
553,740
+226,734
+69% +$6.79M 1.01% 20
2019
Q4 		$9.93M Sell
327,006
-6,312
-2% -$182K 0.62% 19
2019
Q3 		$9.24M Buy
333,318
+7,134
+2% +$198K 0.68% 19
2019
Q2 		$8.88M Sell
326,184
-15,042
-4% -$402K 0.72% 19
2019
Q1 		$8.9M Sell
341,226
-4,326
-1% -$107K 0.74% 19
2018
Q4 		$7.74M Buy
+345,552
New +$8.37M 0.71% 19

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mather Group's VUG Position: Q1 2026 in Review

Mather Group increased its Vanguard Growth ETF (VUG) stake by 0.32% in Q1 2026, buying an estimated $729K and bringing the position to 2,936,322 shares worth $214M. The position accounts for 2.13% of the portfolio, ranked #14.

Mather Group first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. The position peaked at $240M in Q2 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Mather Group held 2,936,322 shares of Vanguard Growth ETF worth $214M as of Q1 2026.
  • Mather Group bought 9,372 Vanguard Growth ETF shares in Q1 2026, an estimated $729K.
  • Vanguard Growth ETF made up 2.13% of Mather Group's portfolio in Q1 2026, its #14 holding.
  • Mather Group first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Mather Group's Vanguard Growth ETF position peaked at $240M in Q2 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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