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McNamara Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

McNamara Financial Services’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.27M Sell
18,046
-76
-0.4% -$17.5K 0.74% 19
2026
Q1 		$3.9M Sell
18,122
-376
-2% -$83.8K 0.74% 19
2025
Q4 		$4.07M Sell
18,498
-17,747
-49% -$3.88M 0.77% 19
2025
Q3 		$7.82M Buy
36,245
+503
+1% +$106K 1.45% 10
2025
Q2 		$7.32M Sell
35,742
-923
-3% -$179K 1.45% 10
2025
Q1 		$7.11M Sell
36,665
-774
-2% -$154K 1.53% 10
2024
Q4 		$7.33M Sell
37,439
-1,297
-3% -$259K 1.72% 10
2024
Q3 		$7.67M Sell
38,736
-474
-1% -$90.3K 1.51% 10
2024
Q2 		$7.16M Buy
39,210
+2,596
+7% +$467K 1.51% 10
2024
Q1 		$6.69M Sell
36,614
-975
-3% -$171K 1.43% 10
2023
Q4 		$6.41M Sell
37,589
-121
-0.3% -$19.5K 1.43% 10
2023
Q3 		$5.86M Sell
37,710
-419
-1% -$67.9K 1.46% 10
2023
Q2 		$6.16M Sell
38,129
-1,143
-3% -$179K 1.48% 10
2023
Q1 		$6.05M Buy
39,272
+74
+0.2% +$11.3K 1.51% 11
2022
Q4 		$5.95M Sell
39,198
-58
-0.1% -$8.64K 1.58% 11
2022
Q3 		$5.31M Sell
39,256
-362
-0.9% -$53.9K 1.53% 11
2022
Q2 		$5.68M Sell
39,618
-2,028
-5% -$309K 1.61% 11
2022
Q1 		$6.75M Sell
41,646
-886
-2% -$143K 1.83% 9
2021
Q4 		$7.3M Sell
42,532
-672
-2% -$111K 1.91% 9
2021
Q3 		$6.64M Sell
43,204
-723
-2% -$115K 1.82% 9
2021
Q2 		$6.8M Sell
43,927
-186
-0.4% -$28.5K 1.88% 9
2021
Q1 		$6.23M Sell
44,113
-1,937
-4% -$276K 1.9% 8
2020
Q4 		$5.92M Hold
46,050
– – 2.01% 8
2020
Q3 		$5.92M Sell
46,050
-807
-2% -$102K 2.01% 8
2020
Q2 		$5.49M Buy
46,857
+28
+0.1% +$3.19K 1.96% 8
2020
Q1 		$4.84M Buy
46,829
+1,083
+2% +$129K 1.99% 9
2019
Q4 		$5.7M Sell
45,746
-2,156
-5% -$261K 2.12% 10
2019
Q3 		$5.52M Sell
47,902
-1,225
-2% -$145K 2.24% 10
2019
Q2 		$5.39M Sell
49,127
-401
-0.8% -$45K 2.25% 10
2019
Q1 		$4.85M Sell
49,528
-1,739
-3% -$183K 2.25% 10
2018
Q4 		$5.67M Sell
51,267
-93
-0.2% -$9.7K 2.4% 10
2018
Q3 		$5.69M Sell
51,360
-2,522
-5% -$271K 2.39% 10
2018
Q2 		$5.47M Sell
53,882
-1,987
-4% -$203K 2.41% 10
2018
Q1 		$5.65M Sell
55,869
-559
-1% -$58K 2.57% 9
2017
Q4 		$5.76M Sell
56,428
-38
-0.1% -$3.74K 2.65% 9
2017
Q3 		$5.35M Buy
56,466
+13
+0% +$1.21K 2.58% 8
2017
Q2 		$5.23M Sell
56,453
-428
-0.8% -$39.3K 2.65% 8
2017
Q1 		$5.12M Sell
56,881
-110
-0.2% -$9.75K 2.67% 8
2016
Q4 		$4.85M Sell
56,991
-620
-1% -$52.1K 2.66% 8
2016
Q3 		$4.83M Sell
57,611
-3,356
-6% -$284K 2.7% 8
2016
Q2 		$5.08M Buy
60,967
+1,430
+2% +$117K 2.98% 8
2016
Q1 		$4.84M Buy
+59,537
New +$4.56M 2.95% 9

Other funds holding VIG

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
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McNamara Financial Services's VIG Position: Q2 2026 in Review

McNamara Financial Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.42% in Q2 2026, selling an estimated $17.5K and leaving 18,046 shares worth $4.27M. The position accounts for 0.74% of the portfolio, ranked #19.

McNamara Financial Services first reported a position in VIG in Q1 2016 and has held it in 42 quarters since. The position peaked at $7.82M in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • McNamara Financial Services held 18,046 shares of Vanguard Dividend Appreciation ETF worth $4.27M as of Q2 2026.
  • McNamara Financial Services sold 76 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Dividend Appreciation ETF made up 0.74% of McNamara Financial Services's portfolio in Q2 2026, its #19 holding.
  • McNamara Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 42 quarters since.
  • McNamara Financial Services's Vanguard Dividend Appreciation ETF position peaked at $7.82M in Q3 2025.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.