MFS
VUG icon

McNamara Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

McNamara Financial Services’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.5M Buy
469,940
+4,580
+1% +$385K 6.98% 4
2026
Q1 		$33.9M Buy
465,360
+8,928
+2% +$695K 6.41% 5
2025
Q4 		$37.1M Buy
456,432
+447,852
+5,220% +$36.3M 7.04% 4
2025
Q3 		$686K Sell
8,580
-6
-0.1% -$458 0.13% 45
2025
Q2 		$627K Sell
8,586
-522
-6% -$34.4K 0.12% 47
2025
Q1 		$563K Sell
9,108
-1,914
-17% -$129K 0.12% 46
2024
Q4 		$754K Sell
11,022
-534
-5% -$35.9K 0.18% 33
2024
Q3 		$739K Sell
11,556
-4,002
-26% -$248K 0.15% 35
2024
Q2 		$970K Sell
15,558
-822
-5% -$47.9K 0.21% 27
2024
Q1 		$940K Sell
16,380
-1,188
-7% -$65.3K 0.2% 27
2023
Q4 		$910K Sell
17,568
-1,128
-6% -$54.4K 0.2% 27
2023
Q3 		$849K Sell
18,696
-42
-0.2% -$1.98K 0.21% 29
2023
Q2 		$879K Buy
18,738
+462
+3% +$20K 0.21% 28
2023
Q1 		$760K Buy
18,276
+696
+4% +$27.1K 0.19% 30
2022
Q4 		$624K Buy
17,580
+1,068
+6% +$39.3K 0.17% 33
2022
Q3 		$589K Buy
16,512
+234
+1% +$9.41K 0.17% 32
2022
Q2 		$605K Buy
16,278
+762
+5% +$31.3K 0.17% 31
2022
Q1 		$744K Buy
15,516
+120
+0.8% +$5.68K 0.2% 25
2021
Q4 		$823K Buy
15,396
+180
+1% +$9.38K 0.21% 24
2021
Q3 		$736K Buy
15,216
+330
+2% +$16.4K 0.2% 24
2021
Q2 		$712K Buy
14,886
+348
+2% +$15.8K 0.2% 24
2021
Q1 		$614K Buy
14,538
+1,536
+12% +$65.7K 0.19% 24
2020
Q4 		$493K Hold
13,002
– – 0.17% 26
2020
Q3 		$493K Sell
13,002
-108
-0.8% -$3.99K 0.17% 26
2020
Q2 		$442K Sell
13,110
-318
-2% -$9.78K 0.16% 27
2020
Q1 		$351K Hold
13,428
– – 0.14% 29
2019
Q4 		$408K Sell
13,428
-396
-3% -$11.4K 0.15% 30
2019
Q3 		$376K Sell
13,824
-108
-0.8% -$3K 0.15% 31
2019
Q2 		$363K Sell
13,932
-102
-0.7% -$2.72K 0.15% 29
2019
Q1 		$314K Buy
14,034
+102
+0.7% +$2.52K 0.15% 32
2018
Q4 		$374K Hold
13,932
– – 0.16% 30
2018
Q3 		$374K Sell
13,932
-2,064
-13% -$54K 0.16% 30
2018
Q2 		$399K Sell
15,996
-678
-4% -$16.6K 0.18% 29
2018
Q1 		$394K Sell
16,674
-1,596
-9% -$38.9K 0.18% 27
2017
Q4 		$428K Sell
18,270
-258
-1% -$5.92K 0.2% 25
2017
Q3 		$410K Sell
18,528
-684
-4% -$14.9K 0.2% 21
2017
Q2 		$407K Sell
19,212
-786
-4% -$16.5K 0.21% 21
2017
Q1 		$405K Hold
19,998
– – 0.21% 21
2016
Q4 		$372K Buy
19,998
+1,074
+6% +$19.9K 0.2% 22
2016
Q3 		$354K Sell
18,924
-96
-0.5% -$1.79K 0.2% 20
2016
Q2 		$340K Buy
19,020
+1,524
+9% +$27.1K 0.2% 20
2016
Q1 		$310K Buy
+17,496
New +$293K 0.19% 23

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

McNamara Financial Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.98% in Q2 2026, buying an estimated $385K and bringing the position to 469,940 shares worth $40.5M. The position accounts for 6.98% of the portfolio, ranked #4.

McNamara Financial Services first reported a position in VUG in Q1 2016 and has held it in 42 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • McNamara Financial Services held 469,940 shares of Vanguard Morningstar Growth ETF worth $40.5M as of Q2 2026.
  • McNamara Financial Services bought 4,580 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $385K.
  • Vanguard Morningstar Growth ETF made up 6.98% of McNamara Financial Services's portfolio in Q2 2026, its #4 holding.
  • McNamara Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q1 2016 and has held it in 42 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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