Quantum Financial Partners
VO icon

Quantum Financial Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Quantum Financial Partners’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.43M Sell
18,265
-27
-0.1% -$2.2K 0.74% 34
2026
Q2 		$1.47M Buy
+18,292
New +$1.42M 0.75% 34

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Davenport & Co
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AssetMark Inc
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Avior Wealth Management
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Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

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

Quantum Financial Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.15% in Q3 2026, selling an estimated $2.2K and leaving 18,265 shares worth $1.43M. The position accounts for 0.74% of the portfolio, ranked #34.

Quantum Financial Partners first reported a position in VO in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.47M in Q2 2026. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Quantum Financial Partners held 18,265 shares of Vanguard Morningstar Mid-Cap ETF worth $1.43M as of Q3 2026.
  • Quantum Financial Partners sold 27 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $2.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.74% of Quantum Financial Partners's portfolio in Q3 2026, its #34 holding.
  • Quantum Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $1.47M in Q2 2026.
  • 912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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