Mather Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.31B | Buy |
15,202,294
+12,265,972
| +418% | +$1.03B | 11.42% | 1 |
|
|
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
EWA
Mather Group's VUG Position: Q2 2026 in Review
Mather Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 418% in Q2 2026, buying an estimated $1.03B and bringing the position to 15,202,294 shares worth $1.31B. The position accounts for 11.42% of the portfolio, ranked #1.
Mather Group first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Mather Group held 15,202,294 shares of Vanguard Morningstar Growth ETF worth $1.31B as of Q2 2026.
- Mather Group bought 12,265,972 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.03B.
- Vanguard Morningstar Growth ETF made up 11.42% of Mather Group's portfolio in Q2 2026, its #1 holding.
- Mather Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
- 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.