QIM
VTI icon

Quest Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Quest Investment Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$931K Sell
2,517
-129
-5% -$46.1K 0.11% 78
2026
Q1 		$849K Hold
2,646
– – 0.1% 84
2025
Q4 		$887K Hold
2,646
– – 0.1% 78
2025
Q3 		$868K Buy
2,646
+335
+14% +$106K 0.09% 83
2025
Q2 		$702K Buy
2,311
+180
+8% +$50.6K 0.08% 94
2025
Q1 		$586K Buy
2,131
+147
+7% +$42.7K 0.07% 68
2024
Q4 		$575K Sell
1,984
-106
-5% -$30.9K 0.07% 70
2024
Q3 		$592K Sell
2,090
-233
-10% -$63.6K 0.07% 69
2024
Q2 		$621K Hold
2,323
– – 0.07% 73
2024
Q1 		$604K Hold
2,323
– – 0.07% 72
2023
Q4 		$551K Sell
2,323
-227
-9% -$50.2K 0.07% 74
2023
Q3 		$542K Buy
2,550
+1,087
+74% +$241K 0.08% 74
2023
Q2 		$322K Buy
+1,463
New +$305K 0.04% 83
2022
Q2 		– Sell
-979
Closed -$223K – 98
2022
Q1 		$223K Sell
979
-1,364
-58% -$307K 0.02% 91
2021
Q4 		$566K Sell
2,343
-880
-27% -$208K 0.05% 84
2021
Q3 		$716K Buy
3,223
+10
+0.3% +$2.28K 0.07% 81
2021
Q2 		$716K Buy
3,213
+10
+0.3% +$2.17K 0.06% 85
2021
Q1 		$662K Hold
3,203
– – 0.06% 86
2020
Q4 		$623K Hold
3,203
– – 0.06% 92
2020
Q3 		$546K Buy
+3,203
New +$539K 0.05% 92
2014
Q4 		– Sell
-20,000
Closed -$2.02M – 182
2014
Q3 		$2.02M Hold
20,000
– – 0.21% 90
2014
Q2 		$2.04M Hold
20,000
– – 0.2% 91
2014
Q1 		$1.95M Hold
20,000
– – 0.18% 90
2013
Q4 		$1.92M Hold
20,000
– – 0.17% 91
2013
Q3 		$1.75M Hold
20,000
– – 0.15% 90
2013
Q2 		$1.65M Buy
+20,000
New +$1.66M 0.13% 80

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Quest Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.9% in Q2 2026, selling an estimated $46.1K and leaving 2,517 shares worth $931K. The position accounts for 0.11% of the portfolio, ranked #78.

Quest Investment Management first reported a position in VTI in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.04M in Q2 2014. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Quest Investment Management held 2,517 shares of Vanguard Morningstar Total Stock Market ETF worth $931K as of Q2 2026.
  • Quest Investment Management sold 129 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $46.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Quest Investment Management's portfolio in Q2 2026, its #78 holding.
  • Quest Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 26 quarters since.
  • Quest Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.04M in Q2 2014.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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