QUEST INVESTMENT MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
QUEST INVESTMENT MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,113,718
-5.4%
29,3590.0%0.86%
-2.0%
Q2 2023$6,463,677
+4.9%
29,359
+0.5%
0.88%
+4.3%
Q1 2023$6,163,082
-17.1%
29,220
-19.9%
0.85%
-6.4%
Q4 2022$7,431,320
+8.9%
36,462
+0.4%
0.90%
+7.4%
Q3 2022$6,824,000
-4.6%
36,3030.0%0.84%0.0%
Q2 2022$7,151,000
-10.9%
36,303
+7.6%
0.84%
+10.2%
Q1 2022$8,026,000
-16.4%
33,745
-10.4%
0.76%
-6.9%
Q4 2021$9,600,000
+0.6%
37,682
-6.5%
0.82%
-6.4%
Q3 2021$9,545,000
-3.8%
40,314
-3.5%
0.88%
-2.0%
Q2 2021$9,917,000
+18.6%
41,781
+10.6%
0.90%
+16.8%
Q1 2021$8,360,000
+7.0%
37,7720.0%0.77%
+8.8%
Q4 2020$7,810,000
+37.5%
37,772
+17.2%
0.70%
+29.7%
Q3 2020$5,681,000
+15.7%
32,232
+7.5%
0.54%
-1.6%
Q2 2020$4,912,000
+9.3%
29,970
-12.2%
0.55%
-12.4%
Q1 2020$4,494,000
-16.3%
34,137
+13.3%
0.63%
+1.4%
Q4 2019$5,367,000
+6.3%
30,1200.0%0.62%
-1.6%
Q3 2019$5,048,000
+2.2%
30,120
+1.9%
0.63%
+2.9%
Q2 2019$4,940,000
+1.4%
29,550
-2.5%
0.61%
-4.2%
Q1 2019$4,871,000
+16.3%
30,3020.0%0.64%
-1.4%
Q4 2018$4,187,000
-15.8%
30,302
+0.0%
0.65%
-6.6%
Q3 2018$4,974,000
+4.1%
30,2950.0%0.70%
-2.5%
Q2 2018$4,776,000
+2.1%
30,295
-0.1%
0.71%
-0.6%
Q1 2018$4,678,000
-2.7%
30,338
-2.4%
0.72%
+0.8%
Q4 2017$4,809,000
+5.5%
31,073
+0.2%
0.71%
+21.7%
Q3 2017$4,557,000
+3.1%
30,9980.0%0.58%
-0.5%
Q2 2017$4,418,000
+1.1%
30,998
-1.3%
0.59%
-2.3%
Q1 2017$4,371,000
+8.3%
31,393
+2.4%
0.60%
+16.7%
Q4 2016$4,036,000
-25.6%
30,665
-26.8%
0.52%
+44.3%
Q3 2016$5,424,000
+4.7%
41,9000.0%0.36%
+1.1%
Q2 2016$5,180,000
+429.7%
41,900
+419.2%
0.35%
+426.9%
Q1 2016$978,000
+113.5%
8,070
+111.5%
0.07%
+8.1%
Q4 2015$458,000
+64.7%
3,815
+60.0%
0.06%
+59.0%
Q3 2015$278,000
-8.6%
2,3850.0%0.04%
-9.3%
Q2 2015$304,000
-20.4%
2,385
-17.0%
0.04%
-17.3%
Q1 2015$382,000
+7.6%
2,8750.0%0.05%
+23.8%
Q4 2014$355,0002,8750.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders