Ownership history in STEPH & CO · 25 quarters on record
This page tracks every 13F SEC filing in which STEPH & CO reported a position in Vanguard Mid Cap ETF (VO). 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 | REDUCED | 24,615 | -1,076 | -4.2% | 2.06% | $7.1M | $290.22 |
| 2025 Q3 | ADDED | 25,691 | +322 | +1.3% | 2.30% | $7.5M | $292.59 |
| 2025 Q2 | ADDED | 25,369 | +623 | +2.5% | 2.30% | $7.1M | $277.75 |
| 2025 Q1 | ADDED | 24,746 | +731 | +3.0% | 2.30% | $6.4M | $255.71 |
As of 2025 Q4 — sorted by position size