Quantum Financial Partners
VTV icon

Quantum Financial Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Quantum Financial Partners’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$507K Buy
2,348
+1,415
+152% +$314K 0.26% 79
2026
Q2 		$203K Buy
+933
New +$195K 0.1% 148

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

Quantum Financial Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 152% in Q3 2026, buying an estimated $314K and bringing the position to 2,348 shares worth $507K. The position accounts for 0.26% of the portfolio, ranked #79.

Quantum Financial Partners first reported a position in VTV in Q2 2026 and has held it in 2 quarters since. 2,110 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Quantum Financial Partners held 2,348 shares of Vanguard Morningstar Value ETF worth $507K as of Q3 2026.
  • Quantum Financial Partners bought 1,415 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $314K.
  • Vanguard Morningstar Value ETF made up 0.26% of Quantum Financial Partners's portfolio in Q3 2026, its #79 holding.
  • Quantum Financial Partners first reported a position in Vanguard Morningstar Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,110 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

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