Quest Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Quest Capital Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$5.13M	Buy	80,460 +108	+0.1%	+$6.77K	0.88%	14
2021 Q3	$4.76M	Buy	80,352 +38,864	+94%	+$2.35M	0.93%	12
2021 Q2	$2.46M	Buy	41,488 +17,620	+74%	+$1.02M	0.49%	23
2021 Q1	$1.32M	Buy	23,868 +15,380	+181%	+$835K	0.28%	54
2020 Q4	$439K	Sell	8,488 -5,720	-40%	-$277K	0.1%	124
2020 Q3	$626K	Buy	14,208 +944	+7%	+$41.1K	0.17%	81
2020 Q2	$544K	Buy	13,264 +3,184	+32%	+$122K	0.16%	83
2020 Q1	$332K	Buy	+10,080	New	+$417K	0.11%	114

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Quest Capital Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.13% in Q4 2021, buying an estimated $6.77K and bringing the position to 80,460 shares worth $5.13M. The position accounts for 0.88% of the portfolio, ranked #14.

Quest Capital Management first reported a position in VO in Q1 2020 and has held it in 8 quarters since. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.

Quest Capital Management held 80,460 shares of Vanguard Mid-Cap ETF worth $5.13M as of Q4 2021.
Quest Capital Management bought 108 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $6.77K.
Vanguard Mid-Cap ETF made up 0.88% of Quest Capital Management's portfolio in Q4 2021, its #14 holding.
Quest Capital Management first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 8 quarters since.
1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.

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