QUEST INVESTMENT MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
QUEST INVESTMENT MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,849,788
-3.6%
74,2980.0%1.68%
-0.1%
Q2 2023$12,288,889
+4.2%
74,2980.0%1.68%
+3.5%
Q1 2023$11,795,550
-0.0%
74,2980.0%1.62%
+12.8%
Q4 2022$11,798,522
+10.7%
74,2980.0%1.44%
+9.2%
Q3 2022$10,654,000
-4.3%
74,2980.0%1.31%
+0.2%
Q2 2022$11,131,000
-14.8%
74,2980.0%1.31%
+5.4%
Q1 2022$13,072,000
-15.5%
74,298
-14.1%
1.24%
-5.9%
Q4 2021$15,461,000
+5.7%
86,4450.0%1.32%
-1.6%
Q3 2021$14,632,000
-2.5%
86,4450.0%1.34%
-0.8%
Q2 2021$15,012,000
+4.9%
86,4450.0%1.36%
+3.4%
Q1 2021$14,316,000
+16.5%
86,4450.0%1.31%
+18.4%
Q4 2020$12,293,000
+28.5%
86,4450.0%1.11%
+21.0%
Q3 2020$9,563,000
+3.5%
86,4450.0%0.92%
-11.9%
Q2 2020$9,243,000
+20.4%
86,4450.0%1.04%
-3.4%
Q1 2020$7,676,000
-35.2%
86,4450.0%1.08%
-21.5%
Q4 2019$11,849,000
+6.4%
86,4450.0%1.37%
-1.5%
Q3 2019$11,138,000
-1.3%
86,4450.0%1.39%
-0.6%
Q2 2019$11,285,000
+1.4%
86,4450.0%1.40%
-4.3%
Q1 2019$11,128,000
+12.9%
86,4450.0%1.46%
-4.3%
Q4 2018$9,860,000
-18.2%
86,4450.0%1.53%
-9.3%
Q3 2018$12,047,000
+2.6%
86,4450.0%1.68%
-3.9%
Q2 2018$11,738,000
+4.9%
86,4450.0%1.75%
+2.3%
Q1 2018$11,188,000
-2.5%
86,4450.0%1.71%
+1.1%
Q4 2017$11,478,000
+3.9%
86,4450.0%1.70%
+19.9%
Q3 2017$11,047,000
+4.0%
86,4450.0%1.42%
+0.2%
Q2 2017$10,625,000
+0.0%
86,4450.0%1.41%
-3.4%
Q1 2017$10,621,000
+1.5%
86,4450.0%1.46%
+9.4%
Q4 2016$10,460,000
-45.3%
86,445
-50.0%
1.34%
+6.2%
Q3 2016$19,132,000
+5.1%
172,8900.0%1.26%
+1.5%
Q2 2016$18,208,000
+3.4%
172,8900.0%1.24%
+2.3%
Q1 2016$17,614,000
+106.3%
172,890
+100.0%
1.21%
+4.6%
Q4 2015$8,538,000
+2.0%
86,4450.0%1.16%
-1.2%
Q3 2015$8,372,000
-10.2%
86,4450.0%1.17%
-10.6%
Q2 2015$9,320,000
-1.4%
86,4450.0%1.31%
+2.3%
Q1 2015$9,457,000
+3.4%
86,4450.0%1.28%
+17.9%
Q4 2014$9,143,000
+6.0%
86,4450.0%1.09%
+20.1%
Q3 2014$8,622,000
-5.5%
86,4450.0%0.90%
+1.0%
Q2 2014$9,120,000
+4.8%
86,4450.0%0.90%
+9.8%
Q1 2014$8,700,000
-30.0%
86,445
-32.2%
0.82%
-24.0%
Q4 2013$12,421,000
+7.9%
127,5700.0%1.07%
+8.8%
Q3 2013$11,512,000
+7.8%
127,5700.0%0.99%
+22.0%
Q2 2013$10,678,000127,5700.81%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders