VOT — VANGUARD INDEX FDS

Ownership history in STEPHENS GROUP ASSET MANAGEMENT, LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which STEPHENS GROUP ASSET MANAGEMENT, LLC reported a position in VANGUARD INDEX FDS (VOT). 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
12.26% (2020 Q3)
Avg. % of fund
9.25%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 454,773 +7,008 +1.6% 8.48% $126.9M $279.14
2025 Q3 ADDED 447,765 +67,587 +17.8% 8.87% $131.5M $293.29
2025 Q2 ADDED 380,178 +32,362 +9.3% 7.78% $108.1M $283.49
2025 Q1 REDUCED 347,816 -102,602 -22.8% 6.86% $85.1M $243.49
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOT price (monthly, adj. close)

Other funds also holding VOT

As of 2025 Q4 — sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 8.82% Clayton Financial Group LLC 7.28% Gladwyn Financial Advisors, Inc. 6.93% Truepoint, Inc. 3Y 7Y 6.71% Axiom Financial Strategies, LLC 3Y 5.91% NorthStar Asset Management LLC /NJ/ 5.33% Roberts Financial Services LLC 3Y 7Y 5.18% PRESILIUM PRIVATE WEALTH, LLC 3Y 4.77% Davis Investment Partners, LLC 3Y 4.69% Praetorian Wealth Management, Inc. 3Y 4.6%
← Back to STEPHENS GROUP ASSET MANAGEMENT, LLC Holdings