Quantum Financial Partners
VUG icon

Quantum Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Quantum Financial Partners’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.29M Buy
47,652
+2,247
+5% +$197K 2.21% 13
2026
Q2 		$3.91M Buy
+45,405
New +$3.82M 2% 14

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

Quantum Financial Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.9% in Q3 2026, buying an estimated $197K and bringing the position to 47,652 shares worth $4.29M. The position accounts for 2.21% of the portfolio, ranked #13.

Quantum Financial Partners first reported a position in VUG in Q2 2026 and has held it in 2 quarters since. 849 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Quantum Financial Partners held 47,652 shares of Vanguard Morningstar Growth ETF worth $4.29M as of Q3 2026.
  • Quantum Financial Partners bought 2,247 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $197K.
  • Vanguard Morningstar Growth ETF made up 2.21% of Quantum Financial Partners's portfolio in Q3 2026, its #13 holding.
  • Quantum Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 849 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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