McNamara Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

McNamara Financial Services’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Buy	+2,775	New	+$215K	0.04%	101
2026 Q1	–	Sell	-2,800	Closed	-$203K	–	102
2025 Q4	$203K	Hold	2,800	–	–	0.04%	98
2025 Q3	$206K	Buy	+2,800	New	+$201K	0.04%	94
2022 Q1	–	Sell	-3,936	Closed	-$251K	–	63
2021 Q4	$251K	Buy	3,936 +8	+0.2%	+$501	0.07%	54
2021 Q3	$232K	Buy	+3,928	New	+$237K	0.06%	56

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

McNamara Financial Services opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,775 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #101 among its holdings. This is a return to the name: McNamara Financial Services previously reported a position in VO as recently as Q4 2025.

McNamara Financial Services first reported a position in VO in Q3 2021 and has held it in 5 quarters since. The position peaked at $251K in Q4 2021. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

McNamara Financial Services held 2,775 shares of Vanguard Morningstar Mid-Cap ETF worth $224K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new McNamara Financial Services position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of McNamara Financial Services's portfolio in Q2 2026, its #101 holding.
McNamara Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 5 quarters since.
McNamara Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $251K in Q4 2021.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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