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 (VOO). 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 | 105,780 | +881 | +0.8% | 21.44% | $66.3M | $627.13 |
| 2025 Q3 | REDUCED | 104,899 | -47,652 | -31.2% | 21.99% | $64.2M | $610.65 |
| 2025 Q2 | ADDED | 152,551 | +166 | +0.1% | 20.55% | $86.7M | $564.81 |
| 2025 Q1 | ADDED | 152,385 | +2,637 | +1.8% | 19.63% | $78.3M | $509.43 |
| 2024 Q4 | ADDED | 149,748 | +938 | +0.6% | 20.19% | $80.7M | $532.26 |
| 2024 Q3 | ADDED | 148,810 | +2,374 | +1.6% | 20.02% | $78.5M | $519.60 |
| 2024 Q2 | ADDED | 146,436 | +18,615 | +14.6% | 20.81% | $73.2M | $490.95 |
| 2024 Q1 | REDUCED | 127,821 | -4,339 | -3.3% | 18.85% | $61.4M | $470.20 |
| 2023 Q4 | ADDED | 132,160 | +6,875 | +5.5% | 19.55% | $57.7M | $425.89 |
| 2023 Q3 | ADDED | 125,285 | +170 | +0.1% | 19.98% | $49.2M | $381.32 |
As of 2025 Q4 — sorted by position size