MAINSTAY CAPITAL MANAGEMENT LLC /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

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 Q4 2021
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders