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

Quest Investment 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
2026
Q1 		$6.48M Buy
24,735
+3,784
+18% +$1.02M 0.76% 38
2025
Q4 		$5.4M Buy
20,951
+1,499
+8% +$384K 0.58% 49
2025
Q3 		$4.95M Sell
19,452
-876
-4% -$217K 0.52% 48
2025
Q2 		$4.82M Sell
20,328
-4,637
-19% -$1.03M 0.53% 47
2025
Q1 		$5.54M Buy
24,965
+1,380
+6% +$330K 0.69% 43
2024
Q4 		$5.67M Sell
23,585
-176
-0.7% -$43.3K 0.66% 43
2024
Q3 		$5.64M Sell
23,761
-2,028
-8% -$461K 0.66% 41
2024
Q2 		$5.62M Sell
25,789
-402
-2% -$88.3K 0.62% 38
2024
Q1 		$5.99M Sell
26,191
-2,180
-8% -$469K 0.67% 39
2023
Q4 		$6.05M Sell
28,371
-1,069
-4% -$206K 0.76% 38
2023
Q3 		$5.57M Hold
29,440
– – 0.79% 40
2023
Q2 		$5.86M Buy
29,440
+81
+0.3% +$15.3K 0.8% 39
2023
Q1 		$5.57M Sell
29,359
-7,692
-21% -$1.49M 0.76% 41
2022
Q4 		$6.8M Buy
37,051
+325
+0.9% +$60.2K 0.83% 43
2022
Q3 		$6.28M Sell
36,726
-10
-0% -$1.89K 0.77% 47
2022
Q2 		$6.47M Buy
36,736
+17,289
+89% +$3.34M 0.76% 48
2022
Q1 		$4.13M Sell
19,447
-16,246
-46% -$3.42M 0.39% 55
2021
Q4 		$8.07M Sell
35,693
-1,882
-5% -$428K 0.69% 49
2021
Q3 		$8.22M Buy
37,575
+21,715
+137% +$4.83M 0.75% 49
2021
Q2 		$3.57M Sell
15,860
-8,290
-34% -$1.84M 0.32% 71
2021
Q1 		$5.17M Sell
24,150
-2,279
-9% -$480K 0.47% 52
2020
Q4 		$5.14M Buy
26,429
+3,935
+17% +$694K 0.46% 52
2020
Q3 		$3.46M Buy
22,494
+3,226
+17% +$496K 0.33% 66
2020
Q2 		$2.81M Sell
19,268
-2,652
-12% -$356K 0.32% 64
2020
Q1 		$2.53M Buy
21,920
+4,736
+28% +$712K 0.35% 56
2019
Q4 		$2.85M Hold
17,184
– – 0.33% 67
2019
Q3 		$2.64M Buy
17,184
+894
+5% +$139K 0.33% 69
2019
Q2 		$2.55M Buy
16,290
+7,585
+87% +$1.17M 0.32% 67
2019
Q1 		$1.33M Buy
8,705
+1,115
+15% +$166K 0.17% 74
2018
Q4 		$1M Buy
7,590
+12
+0.2% +$1.75K 0.16% 76
2018
Q3 		$1.23M Sell
7,578
-1,510
-17% -$244K 0.17% 80
2018
Q2 		$1.42M Sell
9,088
-44
-0.5% -$6.73K 0.21% 73
2018
Q1 		$1.34M Sell
9,132
-95
-1% -$14.2K 0.21% 76
2017
Q4 		$1.36M Sell
9,227
-655
-7% -$94.7K 0.2% 76
2017
Q3 		$1.4M Hold
9,882
– – 0.18% 73
2017
Q2 		$1.34M Sell
9,882
-196
-2% -$26.3K 0.18% 73
2017
Q1 		$1.34M Buy
10,078
+553
+6% +$73.2K 0.18% 71
2016
Q4 		$1.23M Buy
9,525
+7,395
+347% +$918K 0.16% 68
2016
Q3 		$260K Hold
2,130
– – 0.03% 91
2016
Q2 		$246K Hold
2,130
– – 0.03% 94
2016
Q1 		$238K Buy
2,130
+115
+6% +$11.9K 0.03% 93
2015
Q4 		$223K Buy
+2,015
New +$228K 0.03% 100

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Quest Investment Management's VB Position: Q1 2026 in Review

Quest Investment Management increased its Vanguard Small-Cap ETF (VB) stake by 18% in Q1 2026, buying an estimated $1.02M and bringing the position to 24,735 shares worth $6.48M. The position accounts for 0.76% of the portfolio, ranked #38.

Quest Investment Management first reported a position in VB in Q4 2015 and has held it in 42 quarters since. The position peaked at $8.22M in Q3 2021. 2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Quest Investment Management held 24,735 shares of Vanguard Small-Cap ETF worth $6.48M as of Q1 2026.
  • Quest Investment Management bought 3,784 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $1.02M.
  • Vanguard Small-Cap ETF made up 0.76% of Quest Investment Management's portfolio in Q1 2026, its #38 holding.
  • Quest Investment Management first reported a position in Vanguard Small-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • Quest Investment Management's Vanguard Small-Cap ETF position peaked at $8.22M in Q3 2021.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.