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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$223K Buy
763
+66
+9% +$19.8K 0.11% 139
2026
Q2
$214K Buy
+697
New +$201K 0.11% 143

Other funds holding VOT

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

Quantum Financial Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 9.5% in Q3 2026, buying an estimated $19.8K and bringing the position to 763 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #139.

Quantum Financial Partners first reported a position in VOT in Q2 2026 and has held it in 2 quarters since. 738 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Quantum Financial Partners held 763 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $223K as of Q3 2026.
  • Quantum Financial Partners bought 66 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $19.8K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of Quantum Financial Partners's portfolio in Q3 2026, its #139 holding.
  • Quantum Financial Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 738 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

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