QUEST INVESTMENT MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 809 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.

Quarter-by-quarter ownership
QUEST INVESTMENT MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,566,221
-4.9%
29,4400.0%0.79%
-1.5%
Q2 2023$5,855,322
+5.2%
29,440
+0.3%
0.80%
+4.6%
Q1 2023$5,565,292
-18.2%
29,359
-20.8%
0.76%
-7.6%
Q4 2022$6,800,341
+8.3%
37,051
+0.9%
0.83%
+6.8%
Q3 2022$6,277,000
-3.0%
36,726
-0.0%
0.77%
+1.6%
Q2 2022$6,470,000
+56.5%
36,736
+88.9%
0.76%
+93.9%
Q1 2022$4,133,000
-48.8%
19,447
-45.5%
0.39%
-43.0%
Q4 2021$8,067,000
-1.8%
35,693
-5.0%
0.69%
-8.6%
Q3 2021$8,217,000
+130.0%
37,575
+136.9%
0.76%
+133.7%
Q2 2021$3,573,000
-30.9%
15,860
-34.3%
0.32%
-31.9%
Q1 2021$5,170,000
+0.5%
24,150
-8.6%
0.47%
+2.4%
Q4 2020$5,145,000
+48.7%
26,429
+17.5%
0.46%
+39.9%
Q3 2020$3,460,000
+23.2%
22,494
+16.7%
0.33%
+4.7%
Q2 2020$2,808,000
+11.0%
19,268
-12.1%
0.32%
-11.0%
Q1 2020$2,530,000
-11.1%
21,920
+27.6%
0.36%
+7.9%
Q4 2019$2,846,000
+7.6%
17,1840.0%0.33%
-0.3%
Q3 2019$2,644,000
+3.6%
17,184
+5.5%
0.33%
+4.1%
Q2 2019$2,552,000
+91.9%
16,290
+87.1%
0.32%
+81.1%
Q1 2019$1,330,000
+32.7%
8,705
+14.7%
0.18%
+12.9%
Q4 2018$1,002,000
-18.7%
7,590
+0.2%
0.16%
-9.9%
Q3 2018$1,232,000
-12.9%
7,578
-16.6%
0.17%
-18.5%
Q2 2018$1,415,000
+5.4%
9,088
-0.5%
0.21%
+2.4%
Q1 2018$1,342,000
-1.6%
9,132
-1.0%
0.21%
+2.0%
Q4 2017$1,364,000
-2.4%
9,227
-6.6%
0.20%
+12.8%
Q3 2017$1,397,000
+4.3%
9,8820.0%0.18%
+0.6%
Q2 2017$1,339,000
-0.3%
9,882
-1.9%
0.18%
-3.8%
Q1 2017$1,343,000
+9.4%
10,078
+5.8%
0.18%
+17.8%
Q4 2016$1,228,000
+136.2%
9,525
+123.6%
0.16%
+361.8%
Q3 2016$520,000
+5.7%
4,2600.0%0.03%
+3.0%
Q2 2016$492,000
+3.4%
4,2600.0%0.03%0.0%
Q1 2016$476,000
+113.5%
4,260
+111.4%
0.03%
+10.0%
Q4 2015$223,0002,0150.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders