Quantum Financial Partners
VTI icon

Quantum Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Quantum Financial Partners’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.48M Buy
3,946
+700
+22% +$262K 0.76% 33
2026
Q2 		$1.2M Buy
+3,246
New +$1.16M 0.61% 43

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HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Creative Planning
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Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Quantum Financial Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 22% in Q3 2026, buying an estimated $262K and bringing the position to 3,946 shares worth $1.48M. The position accounts for 0.76% of the portfolio, ranked #33.

Quantum Financial Partners first reported a position in VTI in Q2 2026 and has held it in 2 quarters since. 2,356 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Quantum Financial Partners held 3,946 shares of Vanguard Morningstar Total Stock Market ETF worth $1.48M as of Q3 2026.
  • Quantum Financial Partners bought 700 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $262K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.76% of Quantum Financial Partners's portfolio in Q3 2026, its #33 holding.
  • Quantum Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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