Ownership history in SAM Advisors, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which SAM Advisors, LLC reported a position in VANGUARD INDEX FDS SMALL CP (VB). 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 | 72,561 | +643 | +0.9% | 5.92% | $18.7M | $257.95 |
| 2025 Q3 | ADDED | 71,918 | +732 | +1.0% | 5.89% | $18.3M | $253.38 |
| 2025 Q2 | ADDED | 71,186 | +2,513 | +3.7% | 5.84% | $16.9M | $235.40 |
| 2025 Q1 | REDUCED | 68,673 | -719 | -1.0% | 5.71% | $15.2M | $219.54 |
As of 2025 Q4 — sorted by position size