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Quest Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

Quest Capital Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$690K Buy
3,053
+41
+1% +$9.32K 0.12% 120
2021
Q3 		$659K Buy
3,012
+878
+41% +$195K 0.13% 109
2021
Q2 		$481K Buy
2,134
+621
+41% +$138K 0.1% 142
2021
Q1 		$324K Buy
+1,513
New +$319K 0.07% 184

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Quest Capital Management's VB Position: Q4 2021 in Review

Quest Capital Management increased its Vanguard Small-Cap ETF (VB) stake by 1.4% in Q4 2021, buying an estimated $9.32K and bringing the position to 3,053 shares worth $690K. The position accounts for 0.12% of the portfolio, ranked #120.

Quest Capital Management first reported a position in VB in Q1 2021 and has held it in 4 quarters since. 1,612 funds tracked by Wall St. Rank hold VB as of Q4 2021.

  • Quest Capital Management held 3,053 shares of Vanguard Small-Cap ETF worth $690K as of Q4 2021.
  • Quest Capital Management bought 41 Vanguard Small-Cap ETF shares in Q4 2021, an estimated $9.32K.
  • Vanguard Small-Cap ETF made up 0.12% of Quest Capital Management's portfolio in Q4 2021, its #120 holding.
  • Quest Capital Management first reported a position in Vanguard Small-Cap ETF in Q1 2021 and has held it in 4 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.