Ownership history in Stephens Consulting, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Stephens Consulting, LLC outperformed the S&P 500 by +0.1% annually on this VOO position. Timing score: 64% (7/11 decisions correct). Average cost basis: $413.36. Maximum drawdown during holding period: β4.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $362.36 (2023 Q1) Β· Worst: $627.13 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Stephens Consulting, LLC has been actively increasing its VOO allocation β a bullish signal from insiders.
Currently 21.44% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size