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 (VUG). 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 | 5,621 | -173 | -3.0% | 0.89% | $2.7M | $487.86 |
| 2025 Q3 | REDUCED | 5,794 | -226 | -3.8% | 0.95% | $2.8M | $479.12 |
| 2025 Q2 | REDUCED | 6,020 | -21 | -0.3% | 0.63% | $2.6M | $437.49 |
| 2025 Q1 | ADDED | 6,041 | +1,092 | +22.1% | 0.56% | $2.2M | $369.62 |
| 2024 Q4 | REDUCED | 4,949 | -61 | -1.2% | 0.51% | $2.0M | $408.58 |
| 2024 Q3 | REDUCED | 5,010 | -7 | -0.1% | 0.49% | $1.9M | $381.70 |
| 2024 Q2 | REDUCED | 5,017 | -23 | -0.5% | 0.53% | $1.9M | $371.40 |
| 2024 Q1 | REDUCED | 5,040 | -96 | -1.9% | 0.53% | $1.7M | $341.38 |
| 2023 Q4 | ADDED | 5,136 | +1,484 | +40.6% | 0.54% | $1.6M | $307.92 |
| 2023 Q3 | REDUCED | 3,652 | -20 | -0.5% | 0.40% | $994K | $269.20 |
As of 2025 Q4 — sorted by position size