QUEST INVESTMENT MANAGEMENT LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1036248
LAKE OSWEGO, OR
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,224,865
+$746,274 QoQ
Shares Held
23,835
-3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#147
of 556 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,224,865 | 23,835 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,478,591 | 24,735 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,404,310 | 20,951 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,946,254 | 19,452 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,817,329 | 20,328 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,535,988 | 24,965 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,667,003 | 23,585 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,636,346 | 23,761 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,623,033 | 25,789 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,987,000 | 26,191 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,052,385 | 28,371 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,566,220 | 29,440 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,855,321 | 29,440 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,565,292 | 29,359 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,800,340 | 37,051 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,276,840 | 36,726 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,469,576 | 36,736 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,132,876 | 19,447 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,066,974 | 35,693 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,216,525 | 37,575 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,572,940 | 15,860 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,170,032 | 24,150 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,145,197 | 26,429 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,459,577 | 22,494 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,807,732 | 19,268 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,530,444 | 21,920 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||