Ownership history in STEPHENS INC /AR/ · 49 quarters on record
This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in VANGUARD INDEX FDS (VOO). 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 | 113,894 | +9,458 | +9.1% | 0.89% | $71.4M | $627.13 |
| 2025 Q3 | REDUCED | 104,436 | -5,623 | -5.1% | 0.82% | $64.0M | $610.65 |
| 2025 Q2 | REDUCED | 110,059 | -6,587 | -5.6% | 0.86% | $62.5M | $564.81 |
| 2025 Q1 | ADDED | 116,646 | +5,662 | +5.1% | 0.88% | $59.9M | $509.43 |
| 2024 Q4 | ADDED | 110,984 | +36,149 | +48.3% | 0.84% | $59.8M | $532.26 |
| 2024 Q3 | ADDED | 74,835 | +33,995 | +83.2% | 0.56% | $39.5M | $519.60 |
| 2024 Q2 | ADDED | 40,840 | +2,761 | +7.3% | 0.31% | $20.4M | $490.95 |
| 2024 Q1 | REDUCED | 38,079 | -3,179 | -7.7% | 0.28% | $18.3M | $470.20 |
| 2023 Q4 | ADDED | 41,258 | +4,257 | +11.5% | 0.31% | $18.0M | $425.89 |
| 2023 Q3 | REDUCED | 37,001 | -810 | -2.1% | 0.28% | $14.5M | $381.32 |
As of 2025 Q4 — sorted by position size