Quantum Financial Partners
IVOG icon

Quantum Financial Partners’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Quantum Financial Partners’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$214K Hold
1,565
– – 0.11% 145
2026
Q2 		$229K Buy
+1,565
New +$216K 0.12% 135

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Embree Financial Group
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SIA
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Tempo Wealth
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Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Quantum Financial Partners's IVOG Position: Q3 2026 in Review

Quantum Financial Partners held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q3 2026 at 1,565 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #145.

Quantum Financial Partners first reported a position in IVOG in Q2 2026 and has held it in 2 quarters since. The position peaked at $229K in Q2 2026. 31 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

  • Quantum Financial Partners held 1,565 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $214K as of Q3 2026.
  • Quantum Financial Partners left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.11% of Quantum Financial Partners's portfolio in Q3 2026, its #145 holding.
  • Quantum Financial Partners first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $229K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.