VB VANGUARD INDEX FDS

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 (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.

Peak position
5.92% (2025 Q4)
Avg. % of fund
1.37%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 71,033 +60,417 +569.1% 5.92% $18.3M $257.95
2025 Q3 REDUCED 10,616 -4,263 -28.7% 0.92% $2.7M $253.38
2025 Q2 ADDED 14,879 +21 +0.1% 0.84% $3.5M $235.40
2025 Q1 ADDED 14,858 +1 +0.0% 0.83% $3.3M $219.54
2024 Q4 REDUCED 14,857 -36 -0.2% 0.89% $3.6M $236.92
2024 Q3 REDUCED 14,893 -99 -0.7% 0.90% $3.5M $233.03
2024 Q2 REDUCED 14,992 -540 -3.5% 0.93% $3.3M $213.56
2024 Q1 ADDED 15,532 +385 +2.5% 1.09% $3.6M $223.02
2023 Q4 ADDED 15,147 +3,854 +34.1% 1.09% $3.2M $207.51
2023 Q3 REDUCED 11,293 -100 -0.9% 0.87% $2.1M $182.97
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)
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