BLV — VANGUARD BD INDEX FDS

Ownership history in STEPHENS INC /AR/  ·  5 quarters on record

This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in VANGUARD BD INDEX FDS (BLV). 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
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,234 +86 +1.2% 0.01% $513K $69.25
2025 Q2 ADDED 7,148 +435 +6.5% 0.01% $497K $67.16
2025 Q1 ADDED 6,713 +618 +10.1% 0.01% $473K $67.21
2024 Q4 ADDED 6,095 +17 +0.3% 0.01% $417K $64.83
2024 Q3 INITIATED 6,078 — — 0.01% $457K $70.16
% of Fund (quarterly)    BLV price (monthly, adj. close)

Other funds also holding BLV

As of 2025 Q4 — sorted by position size

METROPOLITAN LIFE INSURANCE CO/NY 3Y 7Y 12.64% Platt Investment Counsel, LLC 3Y 7.11% Evergreen Wealth Management, LLC 3Y 5.31% LINCOLN NATIONAL CORP 3Y 7Y 5.21% ETF Portfolio Partners, Inc. 3Y 7Y 4.76% Greystone Financial Group, LLC 3Y 4.58% DiPaolo Financial Group, Inc. 4.55% Evolution Advisers, Inc. 3Y 4.15% Strong Tower Advisory Services 3Y 3.91% Richmond Brothers, Inc. 3Y 3.47%
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