BLV β€” VANGUARD BD INDEX FDS

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

AI Ownership Summary

STEPHENS INC /AR/ reported VANGUARD BD INDEX FDS (BLV) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows BLV at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPHENS INC /AR/'s position in VANGUARD BD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BLV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STEPHENS INC /AR/ held BLV β€” position size vs. price
% of Fund (quarterly)    BLV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 7,234 +86 +1.2% 0.01% $513K 2025-10-27 $71.09
2025 Q2 ADDED 7,148 +435 +6.5% 0.01% $497K 2025-07-29 $67.06
2025 Q1 ADDED 6,713 +618 +10.1% 0.01% $473K 2025-05-01 $66.06
2024 Q4 ADDED 6,095 +17 +0.3% 0.01% $417K 2025-01-28 $65.43
2024 Q3 INITIATED 6,078 β€” β€” 0.01% $457K 2024-10-28 $66.65

FAQ About STEPHENS INC /AR/ and BLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEPHENS INC /AR/ reported owning BLV?

STEPHENS INC /AR/ reported BLV across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported BLV position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for BLV was 0.01% in 2025 Q1.

What is the latest reported BLV position on this page?

The most recent filing on this page is 2025 Q3, when STEPHENS INC /AR/ reported 7,234 shares, equal to 0.01% of portfolio, with an estimated market value of $513K.

What does the chart on this BLV ownership page compare?

The chart compares STEPHENS INC /AR/'s quarterly BLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to STEPHENS INC /AR/ Holdings