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Stephens Consulting’s Vanguard S&P 500 ETF VOO Stock Holding History

Stephens Consulting’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$66.3M Buy
105,780
+881
+0.8% +$548K 21.44% 1
2025
Q3 		$64.2M Sell
104,899
-47,652
-31% -$28.1M 21.99% 1
2025
Q2 		$86.7M Buy
152,551
+166
+0.1% +$87.2K 20.55% 1
2025
Q1 		$78.3M Buy
152,385
+2,637
+2% +$1.43M 19.63% 1
2024
Q4 		$80.7M Buy
149,748
+938
+0.6% +$508K 20.19% 1
2024
Q3 		$78.5M Buy
148,810
+2,374
+2% +$1.21M 20.02% 1
2024
Q2 		$73.2M Buy
146,436
+18,615
+15% +$8.96M 20.81% 1
2024
Q1 		$61.4M Sell
127,821
-4,339
-3% -$1.99M 18.85% 1
2023
Q4 		$57.7M Buy
132,160
+6,875
+5% +$2.81M 19.55% 1
2023
Q3 		$49.2M Buy
125,285
+170
+0.1% +$69.5K 19.98% 1
2023
Q2 		$51M Buy
125,115
+56,947
+84% +$22M 20.19% 1
2023
Q1 		$25.6M Buy
68,168
+6,563
+11% +$2.41M 15.45% 1
2022
Q4 		$21.6M Buy
61,605
+9,632
+19% +$3.4M 14.37% 1
2022
Q3 		$17.1M Buy
51,973
+888
+2% +$324K 15.33% 1
2022
Q2 		$17.7M Buy
51,085
+2,853
+6% +$1.07M 14.42% 1
2022
Q1 		$20M Buy
48,232
+4,595
+11% +$1.88M 16.37% 1
2021
Q4 		$19.1M Buy
+43,637
New +$18.4M 15.77% 1

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stephens Consulting's VOO Position: Q4 2025 in Review

Stephens Consulting increased its Vanguard S&P 500 ETF (VOO) stake by 0.84% in Q4 2025, buying an estimated $548K and bringing the position to 105,780 shares worth $66.3M. The position accounts for 21.44% of the portfolio, ranked #1.

Stephens Consulting first reported a position in VOO in Q4 2021 and has held it in 17 quarters since. The position peaked at $86.7M in Q2 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Stephens Consulting held 105,780 shares of Vanguard S&P 500 ETF worth $66.3M as of Q4 2025.
  • Stephens Consulting bought 881 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $548K.
  • Vanguard S&P 500 ETF made up 21.44% of Stephens Consulting's portfolio in Q4 2025, its #1 holding.
  • Stephens Consulting first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Vanguard S&P 500 ETF position peaked at $86.7M in Q2 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.