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

Stephens Inc’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
2026
Q1 		$66.5M Sell
111,264
-2,630
-2% -$1.64M 0.83% 20
2025
Q4 		$71.4M Buy
113,894
+9,458
+9% +$5.88M 0.89% 18
2025
Q3 		$64M Sell
104,436
-5,623
-5% -$3.31M 0.82% 20
2025
Q2 		$62.5M Sell
110,059
-6,587
-6% -$3.46M 0.86% 17
2025
Q1 		$59.9M Buy
116,646
+5,662
+5% +$3.06M 0.88% 16
2024
Q4 		$59.8M Buy
110,984
+36,149
+48% +$19.6M 0.84% 19
2024
Q3 		$39.5M Buy
74,835
+33,995
+83% +$17.3M 0.56% 37
2024
Q2 		$20.4M Buy
40,840
+2,761
+7% +$1.33M 0.31% 76
2024
Q1 		$18.3M Sell
38,079
-3,179
-8% -$1.45M 0.28% 86
2023
Q4 		$18M Buy
41,258
+4,257
+12% +$1.74M 0.31% 81
2023
Q3 		$14.5M Sell
37,001
-810
-2% -$331K 0.28% 85
2023
Q2 		$15.4M Sell
37,811
-787
-2% -$304K 0.28% 88
2023
Q1 		$14.5M Buy
38,598
+329
+0.9% +$121K 0.28% 89
2022
Q4 		$13.4M Sell
38,269
-740
-2% -$261K 0.28% 90
2022
Q3 		$12.8M Sell
39,009
-773
-2% -$282K 0.27% 87
2022
Q2 		$13.8M Sell
39,782
-2,876
-7% -$1.08M 0.28% 82
2022
Q1 		$17.7M Sell
42,658
-24,033
-36% -$9.84M 0.29% 79
2021
Q4 		$29.1M Sell
66,691
-14,830
-18% -$6.26M 0.44% 54
2021
Q3 		$32.2M Buy
81,521
+669
+0.8% +$271K 0.5% 40
2021
Q2 		$31.8M Buy
80,852
+1,200
+2% +$461K 0.48% 43
2021
Q1 		$29M Buy
79,652
+1,289
+2% +$457K 0.48% 40
2020
Q4 		$26.9M Buy
78,363
+3,325
+4% +$1.08M 0.48% 39
2020
Q3 		$23.1M Buy
75,038
+1,607
+2% +$490K 0.45% 45
2020
Q2 		$20.8M Sell
73,431
-320
-0.4% -$86.1K 0.45% 43
2020
Q1 		$17.5M Buy
73,751
+4,774
+7% +$1.34M 0.47% 43
2019
Q4 		$20.4M Sell
68,977
-92
-0.1% -$26K 0.43% 53
2019
Q3 		$18.8M Buy
69,069
+362
+0.5% +$98.3K 0.41% 59
2019
Q2 		$18.5M Buy
68,707
+4,963
+8% +$1.31M 0.42% 50
2019
Q1 		$16.5M Sell
63,744
-5,898
-8% -$1.47M 0.39% 60
2018
Q4 		$16M Buy
69,642
+9,904
+17% +$2.45M 0.45% 46
2018
Q3 		$16M Buy
59,738
+3,795
+7% +$993K 0.4% 53
2018
Q2 		$14M Buy
55,943
+2,006
+4% +$498K 0.42% 51
2018
Q1 		$13.1M Buy
53,937
+3,673
+7% +$922K 0.49% 44
2017
Q4 		$12.3M Buy
50,264
+2,564
+5% +$613K 0.46% 47
2017
Q3 		$11M Buy
47,700
+314
+0.7% +$71.1K 0.4% 53
2017
Q2 		$10.5M Buy
47,386
+810
+2% +$178K 0.36% 55
2017
Q1 		$10.1M Sell
46,576
-5,616
-11% -$1.2M 0.37% 54
2016
Q4 		$10.7M Buy
52,192
+11,159
+27% +$2.24M 0.44% 45
2016
Q3 		$8.15M Buy
41,033
+2,212
+6% +$439K 0.36% 54
2016
Q2 		$7.46M Buy
38,821
+1,924
+5% +$366K 0.33% 60
2016
Q1 		$6.96M Buy
36,897
+1,458
+4% +$261K 0.34% 58
2015
Q4 		$6.63M Buy
35,439
+1,382
+4% +$260K 0.33% 67
2015
Q3 		$5.98M Buy
34,057
+1,515
+5% +$282K 0.31% 68
2015
Q2 		$6.14M Buy
32,542
+326
+1% +$62.8K 0.28% 71
2015
Q1 		$6.09M Buy
32,216
+5
+0% +$946 0.28% 76
2014
Q4 		$6.07M Buy
32,211
+835
+3% +$154K 0.29% 69
2014
Q3 		$5.67M Buy
31,376
+408
+1% +$74K 0.28% 73
2014
Q2 		$5.56M Buy
30,968
+4,188
+16% +$730K 0.28% 71
2014
Q1 		$4.59M Buy
26,780
+1,405
+6% +$236K 0.25% 87
2013
Q4 		$4.29M Buy
25,375
+3,476
+16% +$564K 0.21% 90
2013
Q3 		$3.37M Buy
21,899
+4,694
+27% +$721K 0.18% 111
2013
Q2 		$2.52M Buy
+17,205
New +$2.54M 0.14% 137

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Stephens Inc's VOO Position: Q1 2026 in Review

Stephens Inc reduced its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q1 2026, selling an estimated $1.64M and leaving 111,264 shares worth $66.5M. The position accounts for 0.83% of the portfolio, ranked #20.

Stephens Inc first reported a position in VOO in Q2 2013 and has held it in 52 quarters since. The position peaked at $71.4M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Stephens Inc held 111,264 shares of Vanguard S&P 500 ETF worth $66.5M as of Q1 2026.
  • Stephens Inc sold 2,630 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.64M.
  • Vanguard S&P 500 ETF made up 0.83% of Stephens Inc's portfolio in Q1 2026, its #20 holding.
  • Stephens Inc first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • Stephens Inc's Vanguard S&P 500 ETF position peaked at $71.4M in Q4 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.