MAINSTAY CAPITAL MANAGEMENT LLC /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 931 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 1.23 and the average weighting 1.2%.

Quarter-by-quarter ownership
MAINSTAY CAPITAL MANAGEMENT LLC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$639,656
-3.8%
2,3490.0%0.14%
+13.4%
Q2 2023$664,673
+11.5%
2,349
-1.8%
0.12%
+0.8%
Q1 2023$596,321
-24.4%
2,391
-35.4%
0.12%
-32.6%
Q4 2022$788,507
-0.4%
3,7000.0%0.18%
-11.6%
Q3 2022$792,000
-4.0%
3,7000.0%0.20%
+4.2%
Q2 2022$825,000
-22.5%
3,7000.0%0.19%
-2.6%
Q1 2022$1,065,000
-11.0%
3,700
-0.8%
0.20%
-46.1%
Q4 2021$1,197,000
-12.2%
3,728
-20.6%
0.36%
-53.5%
Q3 2021$1,364,000
+28.6%
4,698
+27.0%
0.78%
+212.9%
Q2 2021$1,061,000
+11.6%
3,7000.0%0.25%
-15.3%
Q1 2021$951,000
+1.5%
3,7000.0%0.29%
+7.3%
Q4 2020$937,000
+5.3%
3,700
-5.4%
0.27%
+17.6%
Q3 2020$890,000
+7.6%
3,910
-4.5%
0.23%
-3.3%
Q2 2020$827,000
+39.0%
4,093
+4.7%
0.24%
+25.5%
Q1 2020$595,000
-16.4%
3,9100.0%0.19%
+17.1%
Q4 2019$712,000
+9.4%
3,9100.0%0.16%
-54.4%
Q3 2019$651,000
+1.9%
3,9100.0%0.36%
+7.5%
Q2 2019$639,000
+4.6%
3,9100.0%0.34%
-28.4%
Q1 2019$611,000
+16.6%
3,9100.0%0.47%
+23.5%
Q4 2018$524,000
-16.8%
3,9100.0%0.38%
-4.8%
Q3 2018$630,000
+64.5%
3,910
+52.8%
0.40%
+31.8%
Q2 2018$383,000
+5.5%
2,5590.0%0.30%
+9.4%
Q1 2018$363,000
+0.8%
2,5590.0%0.28%
-7.4%
Q4 2017$360,0002,5590.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders