Quantum Financial Partners
VIG icon

Quantum Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Quantum Financial Partners’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.38M Sell
18,780
-926
-5% -$222K 2.26% 12
2026
Q2 		$4.66M Buy
+19,706
New +$4.52M 2.38% 12

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Quantum Financial Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.7% in Q3 2026, selling an estimated $222K and leaving 18,780 shares worth $4.38M. The position accounts for 2.26% of the portfolio, ranked #12.

Quantum Financial Partners first reported a position in VIG in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.66M in Q2 2026. 790 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Quantum Financial Partners held 18,780 shares of Vanguard Dividend Appreciation ETF worth $4.38M as of Q3 2026.
  • Quantum Financial Partners sold 926 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $222K.
  • Vanguard Dividend Appreciation ETF made up 2.26% of Quantum Financial Partners's portfolio in Q3 2026, its #12 holding.
  • Quantum Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $4.66M in Q2 2026.
  • 790 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

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