QUEST INVESTMENT MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
QUEST INVESTMENT MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,278,719
-6.8%
52,6600.0%1.60%
-3.3%
Q2 2023$12,098,108
+6.2%
52,6600.0%1.65%
+5.5%
Q1 2023$11,396,151
+7.9%
52,6600.0%1.56%
+21.8%
Q4 2022$10,560,436
+2.8%
52,6600.0%1.28%
+1.3%
Q3 2022$10,276,000
-1.0%
52,6600.0%1.27%
+3.8%
Q2 2022$10,376,000
-20.6%
52,6600.0%1.22%
-1.7%
Q1 2022$13,067,000
-24.5%
52,660
-14.2%
1.24%
-16.0%
Q4 2021$17,305,000
+0.6%
61,4110.0%1.48%
-6.5%
Q3 2021$17,205,000
-3.3%
61,4110.0%1.58%
-1.6%
Q2 2021$17,796,000
+5.5%
61,4110.0%1.61%
+3.9%
Q1 2021$16,867,000
+2.6%
61,4110.0%1.54%
+4.3%
Q4 2020$16,437,000
-4.6%
61,411
-23.4%
1.48%
-10.1%
Q3 2020$17,221,000
+7.7%
80,1250.0%1.65%
-8.4%
Q2 2020$15,993,000
+32.8%
80,1250.0%1.80%
+6.5%
Q1 2020$12,043,000
-24.4%
80,1250.0%1.69%
-8.4%
Q4 2019$15,921,000
+9.2%
80,1250.0%1.84%
+1.0%
Q3 2019$14,586,000
-2.2%
80,1250.0%1.82%
-1.5%
Q2 2019$14,920,000
+3.6%
80,1250.0%1.85%
-2.2%
Q1 2019$14,400,000
+19.3%
80,1250.0%1.89%
+1.2%
Q4 2018$12,066,000
-19.6%
80,1250.0%1.87%
-10.9%
Q3 2018$15,009,000
+6.6%
80,1250.0%2.10%
-0.2%
Q2 2018$14,086,000
+7.2%
80,1250.0%2.10%
+4.5%
Q1 2018$13,136,000
+1.9%
80,1250.0%2.01%
+5.7%
Q4 2017$12,888,000
+5.4%
80,1250.0%1.90%
+21.6%
Q3 2017$12,230,000
+4.7%
80,1250.0%1.57%
+0.9%
Q2 2017$11,677,000
+3.6%
80,1250.0%1.55%
+0.1%
Q1 2017$11,271,000
+5.7%
80,1250.0%1.55%
+13.8%
Q4 2016$10,668,000
-49.5%
80,125
-50.0%
1.36%
-1.9%
Q3 2016$21,118,000
+6.4%
160,2500.0%1.39%
+2.7%
Q2 2016$19,854,000
+4.1%
160,2500.0%1.35%
+3.0%
Q1 2016$19,070,000
+95.4%
160,250
+99.4%
1.31%
-1.0%
Q4 2015$9,758,000
+2.5%
80,350
-0.6%
1.32%
-0.7%
Q3 2015$9,518,000
-12.3%
80,8080.0%1.33%
-12.6%
Q2 2015$10,848,000
+1.9%
80,808
+0.0%
1.53%
+5.8%
Q1 2015$10,649,000
+4.6%
80,8070.0%1.44%
+19.3%
Q4 2014$10,177,000
+4.6%
80,807
+0.0%
1.21%
+18.5%
Q3 2014$9,725,000
-5.8%
80,803
-0.3%
1.02%
+0.7%
Q2 2014$10,322,000
+2.5%
81,0280.0%1.01%
+7.4%
Q1 2014$10,066,000
-27.4%
81,028
-28.5%
0.94%
-21.2%
Q4 2013$13,866,000
+6.9%
113,3750.0%1.20%
+7.7%
Q3 2013$12,977,000
+11.2%
113,3750.0%1.11%
+25.9%
Q2 2013$11,671,000113,3750.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders