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 (VBR). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 133,850 | +3,350 | +2.6% | 1.30% | $28.3M | $211.79 |
| 2025 Q3 | ADDED | 130,500 | +1,853 | +1.4% | 1.34% | $27.2M | $207.69 |
| 2025 Q2 | ADDED | 128,647 | +1,709 | +1.3% | 1.37% | $25.1M | $193.19 |
| 2025 Q1 | REDUCED | 126,938 | -1,073 | -0.8% | 1.46% | $23.6M | $183.70 |
| 2024 Q4 | ADDED | 128,011 | +5,715 | +4.7% | 1.38% | $25.4M | $194.15 |
| 2024 Q3 | ADDED | 122,296 | +31 | +0.0% | 1.38% | $24.6M | $195.62 |
| 2024 Q2 | ADDED | 122,265 | +12,566 | +11.5% | 1.34% | $22.3M | $177.05 |
| 2024 Q1 | ADDED | 109,699 | +11,604 | +11.8% | 1.35% | $21.0M | $185.09 |
| 2023 Q4 | ADDED | 98,095 | +6,318 | +6.9% | 1.27% | $17.7M | $172.73 |
| 2023 Q3 | ADDED | 91,777 | +11,671 | +14.6% | 1.20% | $14.6M | $152.08 |
As of 2025 Q4 — sorted by position size