VTV VANGUARD INDEX FDS

Ownership history in STEPHENS INC /AR/  ·  46 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported VANGUARD INDEX FDS (VTV) in 46 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.99% in 2025 Q4. The latest visible filing shows VTV at 0.99% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTV 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 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 Q4

VTV was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 VTV — position size vs. price
% of Fund (quarterly)    VTV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 418,398 +15,629 +3.9% 0.99% $79.9M 2026-02-14 (Est.) $206.13
2025 Q3 ADDED 402,769 +8,084 +2.0% 0.96% $75.1M 2025-10-27 $187.79
2025 Q2 ADDED 394,685 +18,276 +4.9% 0.96% $69.8M 2025-07-29 $177.89
2025 Q1 REDUCED 376,409 -287 -0.1% 0.95% $65.0M 2025-05-01 $163.49
2024 Q4 ADDED 376,696 +24,880 +7.1% 0.89% $63.8M 2025-01-28 $172.37
2024 Q3 ADDED 351,816 +36,649 +11.6% 0.87% $61.4M 2024-10-28 $169.88
2024 Q2 ADDED 315,167 +15,105 +5.0% 0.77% $50.6M 2024-08-06 $156.10
2024 Q1 ADDED 300,062 +13,512 +4.7% 0.76% $48.9M 2024-05-15 $157.13
2023 Q4 ADDED 286,550 +42,064 +17.2% 0.74% $42.8M 2024-02-13 $144.60
2023 Q3 ADDED 244,486 +29,733 +13.8% 0.65% $33.7M 2023-11-14 $132.90
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About STEPHENS INC /AR/ and VTV

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 VTV?

STEPHENS INC /AR/ reported VTV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

The largest reported portfolio weight for VTV was 0.99% in 2025 Q4.

What is the latest reported VTV position on this page?

The most recent filing on this page is 2025 Q4, when STEPHENS INC /AR/ reported 418,398 shares, equal to 0.99% of portfolio, with an estimated market value of $79.9M.

What does the chart on this VTV ownership page compare?

The chart compares STEPHENS INC /AR/'s quarterly VTV 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.

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