VBK — VANGUARD INDEX FDS

Ownership history in McAdam, LLC · 26 quarters on record

This page tracks every 13F SEC filing in which McAdam, LLC reported a position in VANGUARD INDEX FDS (VBK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

1.26% (2025 Q1)

Avg. % of fund

0.71%

First filed

2018 Q1

Last filed

2025 Q4

Quarters held

26

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	77,204	+3,145	+4.2%	1.07%	$23.3M	$302.11
2025 Q3	REDUCED	74,059	-6,644	-8.2%	1.09%	$22.0M	$297.25
2025 Q2	REDUCED	80,703	-367	-0.5%	1.22%	$22.3M	$276.19
2025 Q1	ADDED	81,070	+19	+0.0%	1.26%	$20.4M	$250.70

% of Fund (quarterly) VBK price (monthly, adj. close)

Other funds also holding VBK

As of 2025 Q4 — sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 9.09% Battery Global Advisors, LLC 8.51% Gladwyn Financial Advisors, Inc. 7.55% Vawter Financial, Ltd. 6.76% Cohen Klingenstein LLC 3Y 7Y 6.14% Fee-Only Financial Planning, L.C. 3Y 5.29% Brickley Wealth Management 3Y 7Y 5.13% Forbes Financial Planning, Inc. 3Y 4.95% American Financial Advisors, LLC 3Y 7Y 4.72% Whitaker-Myers Wealth Managers, LTD. 4.54%

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