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

Quest Investment 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
2026
Q1 		$7.13M Buy
99,280
+2,988
+3% +$222K 0.83% 33
2025
Q4 		$6.99M Buy
96,292
+6,268
+7% +$456K 0.75% 45
2025
Q3 		$6.61M Sell
90,024
-1,712
-2% -$123K 0.69% 44
2025
Q2 		$6.42M Sell
91,736
-23,468
-20% -$1.54M 0.7% 43
2025
Q1 		$7.45M Buy
115,204
+3,868
+3% +$260K 0.92% 39
2024
Q4 		$7.35M Sell
111,336
-1,252
-1% -$85K 0.85% 36
2024
Q3 		$7.43M Sell
112,588
-1,272
-1% -$79.9K 0.87% 38
2024
Q2 		$6.89M Sell
113,860
-2,056
-2% -$125K 0.76% 35
2024
Q1 		$7.24M Buy
115,916
+972
+0.8% +$57.4K 0.81% 37
2023
Q4 		$6.69M Sell
114,944
-2,492
-2% -$133K 0.84% 37
2023
Q3 		$6.11M Hold
117,436
– – 0.86% 38
2023
Q2 		$6.46M Buy
117,436
+556
+0.5% +$29.1K 0.88% 38
2023
Q1 		$6.16M Sell
116,880
-28,968
-20% -$1.54M 0.85% 39
2022
Q4 		$7.43M Buy
145,848
+636
+0.4% +$32.4K 0.9% 40
2022
Q3 		$6.82M Hold
145,212
– – 0.84% 43
2022
Q2 		$7.15M Buy
145,212
+10,232
+8% +$553K 0.84% 47
2022
Q1 		$8.03M Sell
134,980
-15,748
-10% -$924K 0.76% 47
2021
Q4 		$9.6M Sell
150,728
-10,528
-7% -$660K 0.82% 46
2021
Q3 		$9.54M Sell
161,256
-5,868
-4% -$355K 0.88% 46
2021
Q2 		$9.92M Buy
167,124
+16,036
+11% +$929K 0.9% 47
2021
Q1 		$8.36M Hold
151,088
– – 0.77% 47
2020
Q4 		$7.81M Buy
151,088
+22,160
+17% +$1.07M 0.7% 47
2020
Q3 		$5.68M Buy
128,928
+9,048
+8% +$394K 0.54% 49
2020
Q2 		$4.91M Sell
119,880
-16,668
-12% -$638K 0.55% 48
2020
Q1 		$4.49M Buy
136,548
+16,068
+13% +$665K 0.63% 40
2019
Q4 		$5.37M Hold
120,480
– – 0.62% 44
2019
Q3 		$5.05M Buy
120,480
+2,280
+2% +$95.3K 0.63% 45
2019
Q2 		$4.94M Sell
118,200
-3,008
-2% -$123K 0.61% 41
2019
Q1 		$4.87M Hold
121,208
– – 0.64% 39
2018
Q4 		$4.19M Buy
121,208
+28
+0% +$1.05K 0.65% 40
2018
Q3 		$4.97M Hold
121,180
– – 0.7% 42
2018
Q2 		$4.78M Sell
121,180
-172
-0.1% -$6.75K 0.71% 40
2018
Q1 		$4.68M Sell
121,352
-2,940
-2% -$116K 0.72% 46
2017
Q4 		$4.81M Buy
124,292
+300
+0.2% +$11.3K 0.71% 44
2017
Q3 		$4.56M Hold
123,992
– – 0.58% 59
2017
Q2 		$4.42M Sell
123,992
-1,580
-1% -$55.8K 0.59% 60
2017
Q1 		$4.37M Buy
125,572
+2,912
+2% +$100K 0.6% 56
2016
Q4 		$4.04M Buy
122,660
+38,860
+46% +$1.26M 0.52% 57
2016
Q3 		$2.71M Hold
83,800
– – 0.36% 68
2016
Q2 		$2.59M Buy
83,800
+67,660
+419% +$2.07M 0.35% 68
2016
Q1 		$489K Buy
16,140
+880
+6% +$24.9K 0.07% 80
2015
Q4 		$458K Buy
15,260
+5,720
+60% +$174K 0.06% 87
2015
Q3 		$278K Hold
9,540
– – 0.04% 98
2015
Q2 		$304K Sell
9,540
-1,960
-17% -$63.6K 0.04% 102
2015
Q1 		$382K Hold
11,500
– – 0.05% 107
2014
Q4 		$355K Buy
+11,500
New +$347K 0.04% 108

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Quest Investment Management increased its Vanguard Mid-Cap ETF (VO) stake by 3.1% in Q1 2026, buying an estimated $222K and bringing the position to 99,280 shares worth $7.13M. The position accounts for 0.83% of the portfolio, ranked #33.

Quest Investment Management first reported a position in VO in Q4 2014 and has held it in 46 quarters since. The position peaked at $9.92M in Q2 2021. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Quest Investment Management held 99,280 shares of Vanguard Mid-Cap ETF worth $7.13M as of Q1 2026.
  • Quest Investment Management bought 2,988 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $222K.
  • Vanguard Mid-Cap ETF made up 0.83% of Quest Investment Management's portfolio in Q1 2026, its #33 holding.
  • Quest Investment Management first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • Quest Investment Management's Vanguard Mid-Cap ETF position peaked at $9.92M in Q2 2021.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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