Ownership history in Stephens Consulting, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Stephens Consulting, LLC reported a position in VANGUARD INDEX FDS (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 | ADDED | 88,518 | +773 | +0.9% | 8.30% | $25.7M | $290.22 |
| 2025 Q3 | REDUCED | 87,745 | -52,872 | -37.6% | 8.82% | $25.8M | $292.59 |
| 2025 Q2 | ADDED | 140,617 | +1,013 | +0.7% | 9.33% | $39.3M | $277.75 |
| 2025 Q1 | ADDED | 139,604 | +3,175 | +2.3% | 9.05% | $36.1M | $255.71 |
| 2024 Q4 | ADDED | 136,429 | +1,067 | +0.8% | 9.02% | $36.0M | $260.00 |
| 2024 Q3 | ADDED | 135,362 | +1,710 | +1.3% | 9.11% | $35.7M | $258.65 |
| 2024 Q2 | REDUCED | 133,652 | -10,163 | -7.1% | 9.19% | $32.4M | $236.49 |
| 2024 Q1 | REDUCED | 143,815 | -4,300 | -2.9% | 11.02% | $35.9M | $243.13 |
| 2023 Q4 | ADDED | 148,115 | +17,190 | +13.1% | 11.67% | $34.5M | $225.48 |
| 2023 Q3 | ADDED | 130,925 | +2,755 | +2.1% | 11.07% | $27.3M | $200.79 |
As of 2025 Q4 — sorted by position size