Ownership history in STEPHENS INC /AR/ · 68 quarters on record
This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in VANGUARD INDEX FDS STK MRK (VTI). 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 | 673,618 | -25,852 | -3.7% | 2.81% | $225.8M | $335.27 |
| 2025 Q3 | REDUCED | 699,470 | -12,467 | -1.8% | 2.93% | $229.5M | $327.24 |
| 2025 Q2 | REDUCED | 711,937 | -105,681 | -12.9% | 2.97% | $216.4M | $302.23 |
| 2025 Q1 | REDUCED | 817,618 | -34,567 | -4.1% | 3.29% | $224.7M | $272.48 |
| 2024 Q4 | REDUCED | 852,185 | -15,046 | -1.7% | 3.46% | $247.0M | $286.32 |
| 2024 Q3 | ADDED | 867,231 | +17,058 | +2.0% | 3.48% | $245.6M | $278.85 |
| 2024 Q2 | ADDED | 850,173 | +6,334 | +0.8% | 3.47% | $227.4M | $262.63 |
| 2024 Q1 | ADDED | 843,839 | +7,947 | +1.0% | 3.40% | $219.3M | $254.25 |
| 2023 Q4 | ADDED | 835,892 | +90,782 | +12.2% | 3.42% | $198.3M | $231.25 |
| 2023 Q3 | REDUCED | 745,110 | -439 | -0.1% | 3.03% | $158.3M | $206.18 |
As of 2025 Q4 — sorted by position size