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

McNamara Financial Services’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$958K Sell
3,129
-124
-4% -$35.8K 0.17% 45
2026
Q1 		$837K Sell
3,253
-6
-0.2% -$1.65K 0.16% 46
2025
Q4 		$910K Sell
3,259
-37
-1% -$10.6K 0.17% 45
2025
Q3 		$968K Sell
3,296
-78
-2% -$22.5K 0.18% 39
2025
Q2 		$960K Buy
3,374
+535
+19% +$138K 0.19% 36
2025
Q1 		$695K Sell
2,839
-182
-6% -$47.3K 0.15% 39
2024
Q4 		$767K Sell
3,021
-309
-9% -$79.5K 0.18% 31
2024
Q3 		$811K Sell
3,330
-65
-2% -$15.1K 0.16% 32
2024
Q2 		$779K Sell
3,395
-20
-0.6% -$4.59K 0.16% 31
2024
Q1 		$805K Sell
3,415
-61
-2% -$13.7K 0.17% 31
2023
Q4 		$763K Sell
3,476
-16
-0.5% -$3.2K 0.17% 30
2023
Q3 		$680K Sell
3,492
-3
-0.1% -$612 0.17% 33
2023
Q2 		$730K Buy
3,495
+3
+0.1% +$581 0.18% 32
2023
Q1 		$681K Sell
3,492
-4
-0.1% -$766 0.17% 33
2022
Q4 		$628K Buy
3,496
+20
+0.6% +$3.62K 0.17% 32
2022
Q3 		$593K Sell
3,476
-404
-10% -$76.5K 0.17% 31
2022
Q2 		$680K Buy
3,880
+32
+0.8% +$6.2K 0.19% 30
2022
Q1 		$857K Buy
3,848
+40
+1% +$8.83K 0.23% 23
2021
Q4 		$970K Sell
3,808
-132
-3% -$33.3K 0.25% 21
2021
Q3 		$931K Sell
3,940
-112
-3% -$27.1K 0.26% 22
2021
Q2 		$958K Sell
4,052
-275
-6% -$61.7K 0.26% 20
2021
Q1 		$918K Sell
4,327
-367
-8% -$79.6K 0.28% 19
2020
Q4 		$846K Hold
4,694
– – 0.29% 19
2020
Q3 		$846K Sell
4,694
-301
-6% -$53.1K 0.29% 19
2020
Q2 		$825K Sell
4,995
-160
-3% -$24.2K 0.29% 19
2020
Q1 		$653K Sell
5,155
-103
-2% -$15.6K 0.27% 21
2019
Q4 		$835K Sell
5,258
-607
-10% -$92.6K 0.31% 20
2019
Q3 		$876K Sell
5,865
-207
-3% -$31K 0.36% 19
2019
Q2 		$867K Sell
6,072
-26
-0.4% -$3.79K 0.36% 19
2019
Q1 		$730K Sell
6,098
-36
-0.6% -$4.84K 0.34% 19
2018
Q4 		$874K Hold
6,134
– – 0.37% 20
2018
Q3 		$874K Sell
6,134
-335
-5% -$46.9K 0.37% 20
2018
Q2 		$870K Sell
6,469
-178
-3% -$23.6K 0.38% 20
2018
Q1 		$862K Sell
6,647
-879
-12% -$115K 0.39% 17
2017
Q4 		$961K Sell
7,526
-221
-3% -$27.7K 0.44% 17
2017
Q3 		$943K Sell
7,747
-139
-2% -$16.6K 0.45% 12
2017
Q2 		$928K Sell
7,886
-218
-3% -$25.3K 0.47% 12
2017
Q1 		$915K Sell
8,104
-320
-4% -$35.6K 0.48% 13
2016
Q4 		$890K Buy
8,424
+39
+0.5% +$4.09K 0.49% 14
2016
Q3 		$892K Sell
8,385
-172
-2% -$18.2K 0.5% 14
2016
Q2 		$872K Buy
8,557
+243
+3% +$24.5K 0.51% 14
2016
Q1 		$834K Buy
+8,314
New +$776K 0.51% 16

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

McNamara Financial Services reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.8% in Q2 2026, selling an estimated $35.8K and leaving 3,129 shares worth $958K. The position accounts for 0.17% of the portfolio, ranked #45.

McNamara Financial Services first reported a position in VOT in Q1 2016 and has held it in 42 quarters since. The position peaked at $970K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • McNamara Financial Services held 3,129 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $958K as of Q2 2026.
  • McNamara Financial Services sold 124 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $35.8K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.17% of McNamara Financial Services's portfolio in Q2 2026, its #45 holding.
  • McNamara Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2016 and has held it in 42 quarters since.
  • McNamara Financial Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $970K in Q4 2021.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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