Quantum Financial Partners
VOE icon

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

Quantum Financial Partners’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$634K Buy
3,240
+139
+4% +$28.4K 0.33% 65
2026
Q2 		$613K Buy
+3,101
New +$600K 0.31% 66

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

Quantum Financial Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.5% in Q3 2026, buying an estimated $28.4K and bringing the position to 3,240 shares worth $634K. The position accounts for 0.33% of the portfolio, ranked #65.

Quantum Financial Partners first reported a position in VOE in Q2 2026 and has held it in 2 quarters since. 1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Quantum Financial Partners held 3,240 shares of Vanguard Morningstar Mid-Cap Value ETF worth $634K as of Q3 2026.
  • Quantum Financial Partners bought 139 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $28.4K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.33% of Quantum Financial Partners's portfolio in Q3 2026, its #65 holding.
  • Quantum Financial Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

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