Quest Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Quest Investment Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$137M	Buy	199,754 +21,660	+12%	+$14.4M	16.03%	1
2026 Q1	$106M	Buy	178,094 +3,736	+2%	+$2.34M	12.42%	1
2025 Q4	$109M	Buy	+174,358	New	+$108M	11.79%	1
2022 Q1	–	Sell	-49,097	Closed	-$21.4M	–	100
2021 Q4	$21.4M	Sell	49,097 -2,910	-6%	-$1.23M	1.83%	10
2021 Q3	$20.5M	Sell	52,007 -1,559	-3%	-$632K	1.88%	8
2021 Q2	$21.1M	Buy	53,566 +5,486	+11%	+$2.11M	1.9%	8
2021 Q1	$17.5M	Sell	48,080 -1,716	-3%	-$609K	1.6%	9
2020 Q4	$17.1M	Sell	49,796 -558	-1%	-$182K	1.54%	29
2020 Q3	$15.5M	Buy	+50,354	New	+$15.3M	1.48%	30

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Quest Investment Management's VOO Position: Q2 2026 in Review

Quest Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, buying an estimated $14.4M and bringing the position to 199,754 shares worth $137M. The position accounts for 16.03% of the portfolio, ranked #1.

Quest Investment Management first reported a position in VOO in Q3 2020 and has held it in 9 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Quest Investment Management held 199,754 shares of Vanguard S&P 500 ETF worth $137M as of Q2 2026.
Quest Investment Management bought 21,660 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $14.4M.
Vanguard S&P 500 ETF made up 16.03% of Quest Investment Management's portfolio in Q2 2026, its #1 holding.
Quest Investment Management first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 9 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Quest Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.