Ownership history in STEPHENS INC /AR/ · 69 quarters on record
This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in VANGUARD INDEX FDS GROWTH E (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 | ADDED | 139,581 | +4,392 | +3.2% | 0.85% | $68.1M | $487.86 |
| 2025 Q3 | REDUCED | 135,189 | -1,886 | -1.4% | 0.83% | $64.8M | $479.12 |
| 2025 Q2 | ADDED | 137,075 | +4,283 | +3.2% | 0.83% | $60.1M | $437.49 |
| 2025 Q1 | REDUCED | 132,792 | -1,992 | -1.5% | 0.72% | $49.2M | $369.62 |
| 2024 Q4 | ADDED | 134,784 | +6,280 | +4.9% | 0.78% | $55.3M | $408.58 |
| 2024 Q3 | ADDED | 128,504 | +7,670 | +6.3% | 0.70% | $49.3M | $381.70 |
| 2024 Q2 | ADDED | 120,834 | +11,901 | +10.9% | 0.69% | $45.2M | $371.40 |
| 2024 Q1 | ADDED | 108,933 | +955 | +0.9% | 0.58% | $37.5M | $341.38 |
| 2023 Q4 | ADDED | 107,978 | +2,952 | +2.8% | 0.58% | $33.6M | $307.92 |
| 2023 Q3 | REDUCED | 105,026 | -4,129 | -3.8% | 0.55% | $28.6M | $269.20 |
As of 2025 Q4 — sorted by position size