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MAINSTAY CAPITAL MANAGEMENT LLC /ADV: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAINSTAY CAPITAL MANAGEMENT LLC /ADV on VUG, newest first. How the timeline and the estimate are built.

MAINSTAY CAPITAL MANAGEMENT LLC /ADV held 0 VUG shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,176 shares

    13F-HR 0001127612-26-000002 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,176 shares
    Change vs previous 13F -1,176 shares

    0.06% of the 13F portfolio, value $564,025.

    13F-HR 0001127612-25-000003 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 2,352 shares
    Change vs previous 13F +1,176 shares

    0.05% of the 13F portfolio, value $1,031,122.

    13F-HR 0001085146-25-004134 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 1,176 shares
    Change vs previous 13F -1,174 shares

    0.06% of the 13F portfolio, value $436,087.

    13F-HR 0001085146-25-002600 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 2,350 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $964,537.

    13F-HR 0001085146-25-000746 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 2,350 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $902,237.

    13F-HR 0001085146-24-005075 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).