VOT VANGUARD INDEX FDS

Ownership history in McAdam, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which McAdam, LLC reported a position in VANGUARD INDEX FDS (VOT). 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
2.9% (2025 Q2)
Avg. % of fund
1.72%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 203,205 +9,583 +4.9% 2.60% $56.7M $279.14
2025 Q3 ADDED 193,622 +7,312 +3.9% 2.80% $56.9M $293.29
2025 Q2 ADDED 186,310 +5,183 +2.9% 2.90% $53.0M $283.49
2025 Q1 REDUCED 181,127 -3,530 -1.9% 2.74% $44.3M $243.49
2024 Q4 ADDED 184,657 +5,668 +3.2% 2.56% $46.9M $252.11
2024 Q3 REDUCED 178,989 -4,934 -2.7% 2.44% $43.6M $241.42
2024 Q2 ADDED 183,923 +15,767 +9.4% 2.54% $42.2M $227.25
2024 Q1 ADDED 168,156 +14,903 +9.7% 2.54% $39.6M $233.03
2023 Q4 ADDED 153,253 +10,059 +7.0% 2.43% $33.6M $216.62
2023 Q3 ADDED 143,194 +16,629 +13.1% 2.29% $27.9M $191.65
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOT price (monthly, adj. close)
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