McNamara Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$281K	Sell	470 -10	-2%	-$6.25K	0.05%	86
2025 Q4	$301K	Sell	480 -4	-0.8%	-$2.49K	0.06%	84
2025 Q3	$296K	Hold	484	–	–	0.06%	75
2025 Q2	$275K	Sell	484 -7	-1%	-$3.68K	0.05%	77
2025 Q1	$252K	Sell	491 -25	-5%	-$13.5K	0.05%	78
2024 Q4	$278K	Sell	516 -26	-5%	-$14.1K	0.07%	62
2024 Q3	$286K	Sell	542 -2	-0.4%	-$1.02K	0.06%	77
2024 Q2	$272K	Hold	544	–	–	0.06%	67
2024 Q1	$262K	Hold	544	–	–	0.06%	64
2023 Q4	$238K	Hold	544	–	–	0.05%	62
2023 Q3	$214K	Hold	544	–	–	0.05%	62
2023 Q2	$221K	Sell	544 -7	-1%	-$2.7K	0.05%	63
2023 Q1	$207K	Buy	+551	New	+$202K	0.05%	63
2022 Q2	–	Sell	-547	Closed	-$227K	–	62
2022 Q1	$227K	Hold	547	–	–	0.06%	56
2021 Q4	$239K	Hold	547	–	–	0.06%	56
2021 Q3	$216K	Hold	547	–	–	0.06%	59
2021 Q2	$215K	Buy	+547	New	+$210K	0.06%	57

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

McNamara Financial Services's VOO Position: Q1 2026 in Review

McNamara Financial Services reduced its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q1 2026, selling an estimated $6.25K and leaving 470 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #86.

McNamara Financial Services first reported a position in VOO in Q2 2021 and has held it in 17 quarters since. The position peaked at $301K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

McNamara Financial Services held 470 shares of Vanguard S&P 500 ETF worth $281K as of Q1 2026.
McNamara Financial Services sold 10 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $6.25K.
Vanguard S&P 500 ETF made up 0.05% of McNamara Financial Services's portfolio in Q1 2026, its #86 holding.
McNamara Financial Services first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 17 quarters since.
McNamara Financial Services's Vanguard S&P 500 ETF position peaked at $301K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on McNamara Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.