McNamara Financial Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $697K | Sell |
3,528
-203
| -5% | -$39.3K | 0.12% | 54 |
|
|
2026
Q1 | $688K | Sell |
3,731
-47
| -1% | -$8.78K | 0.13% | 50 |
|
|
2025
Q4 | $670K | Buy |
3,778
+162
| +4% | +$28.4K | 0.13% | 52 |
|
|
2025
Q3 | $631K | Sell |
3,616
-18
| -0.5% | -$3.06K | 0.12% | 50 |
|
|
2025
Q2 | $598K | Sell |
3,634
-110
| -3% | -$17.4K | 0.12% | 50 |
|
|
2025
Q1 | $601K | Sell |
3,744
-373
| -9% | -$61K | 0.13% | 45 |
|
|
2024
Q4 | $666K | Sell |
4,117
-219
| -5% | -$36.9K | 0.16% | 36 |
|
|
2024
Q3 | $727K | Sell |
4,336
-135
| -3% | -$21.5K | 0.14% | 37 |
|
|
2024
Q2 | $673K | Buy |
4,471
+20
| +0.4% | +$3.04K | 0.14% | 38 |
|
|
2024
Q1 | $694K | Buy |
4,451
+30
| +0.7% | +$4.41K | 0.15% | 37 |
|
|
2023
Q4 | $641K | Buy |
4,421
+210
| +5% | +$28.2K | 0.14% | 37 |
|
|
2023
Q3 | $551K | Buy |
4,211
+19
| +0.5% | +$2.63K | 0.14% | 40 |
|
|
2023
Q2 | $592K | Sell |
4,192
-29
| -0.7% | -$3.87K | 0.14% | 39 |
|
|
2023
Q1 | $566K | Sell |
4,221
-1
| -0% | -$139 | 0.14% | 37 |
|
|
2022
Q4 | $571K | Buy |
4,222
+168
| +4% | +$22.5K | 0.15% | 35 |
|
|
2022
Q3 | $494K | Sell |
4,054
-102
| -2% | -$13.8K | 0.14% | 34 |
|
|
2022
Q2 | $538K | Sell |
4,156
-23
| -0.6% | -$3.25K | 0.15% | 33 |
|
|
2022
Q1 | $625K | Sell |
4,179
-160
| -4% | -$23.5K | 0.17% | 29 |
|
|
2021
Q4 | $652K | Sell |
4,339
-70
| -2% | -$10.3K | 0.17% | 26 |
|
|
2021
Q3 | $616K | Sell |
4,409
-64
| -1% | -$9.09K | 0.17% | 26 |
|
|
2021
Q2 | $628K | Sell |
4,473
-475
| -10% | -$67.1K | 0.17% | 26 |
|
|
2021
Q1 | $589K | Sell |
4,948
-183
| -4% | -$23.4K | 0.18% | 25 |
|
|
2020
Q4 | $520K | Hold |
5,131
| – | – | 0.18% | 24 |
|
|
2020
Q3 | $520K | Hold |
5,131
| – | – | 0.18% | 24 |
|
|
2020
Q2 | $491K | Buy |
5,131
+443
| +9% | +$40.6K | 0.18% | 24 |
|
|
2020
Q1 | $381K | Buy |
+4,688
| New | +$505K | 0.16% | 27 |
|
|
2018
Q2 | – | Sell |
-1,887
| Closed | -$206K | – | 42 |
|
|
2018
Q1 | $206K | Sell |
1,887
-306
| -14% | -$34.4K | 0.09% | 39 |
|
|
2017
Q4 | $245K | Hold |
2,193
| – | – | 0.11% | 36 |
|
|
2017
Q3 | $232K | Sell |
2,193
-71
| -3% | -$7.38K | 0.11% | 29 |
|
|
2017
Q2 | $233K | Sell |
2,264
-8
| -0.4% | -$818 | 0.12% | 29 |
|
|
2017
Q1 | $232K | Hold |
2,272
| – | – | 0.12% | 30 |
|
|
2016
Q4 | $221K | Hold |
2,272
| – | – | 0.12% | 31 |
|
|
2016
Q3 | $213K | Sell |
2,272
-27
| -1% | -$2.5K | 0.12% | 30 |
|
|
2016
Q2 | $205K | Sell |
2,299
-126
| -5% | -$11.1K | 0.12% | 31 |
|
|
2016
Q1 | $211K | Buy |
+2,425
| New | +$198K | 0.13% | 33 |
|
Other funds holding VOE
EWA
McNamara Financial Services's VOE Position: Q2 2026 in Review
McNamara Financial Services reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.4% in Q2 2026, selling an estimated $39.3K and leaving 3,528 shares worth $697K. The position accounts for 0.12% of the portfolio, ranked #54.
McNamara Financial Services first reported a position in VOE in Q1 2016 and has held it in 35 quarters since. The position peaked at $727K in Q3 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- McNamara Financial Services held 3,528 shares of Vanguard Morningstar Mid-Cap Value ETF worth $697K as of Q2 2026.
- McNamara Financial Services sold 203 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $39.3K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.12% of McNamara Financial Services's portfolio in Q2 2026, its #54 holding.
- McNamara Financial Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2016 and has held it in 35 quarters since.
- McNamara Financial Services's Vanguard Morningstar Mid-Cap Value ETF position peaked at $727K in Q3 2024.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.