Stephenson & Company, Inc. VB — VANGUARD INDEX FDS

Ownership history in Stephenson & Company, Inc.  ·  5 quarters on record

AI Ownership Summary

Stephenson & Company, Inc. reported VANGUARD INDEX FDS (VB) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2024 Q4. The latest visible filing shows VB at 0.12% 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 VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stephenson & Company, Inc.'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
2026 Q1

VB was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

VB stock page Stephenson & Company, Inc. fund profile Stephenson & Company, Inc. full holdings
How Stephenson & Company, Inc. held VB — position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 859 — 0% 0.12% $225K 2026-05-12 $286.33
2025 Q4 UNCHANGED — — — 859 — 0% 0.12% $222K 2026-01-27 $273.04
2025 Q3 UNCHANGED — — — 859 — 0% 0.13% $218K 2025-10-21 $255.30
2025 Q2 ADDED — — — 859 +21 +2.5% 0.12% $204K 2025-08-08 $237.62
2024 Q4 INITIATED — — — 838 — — 0.14% $201K 2025-01-23 $247.70

🏢 Other funds also holding VB

As of 2026 Q1 — sorted by position size

Investments & Financial Planning, LLC 3Y 21.21% Brown Financial Advisory 3Y 18.36% Aufman Associates Inc 3Y 18.35% Sharp Wealth Advisory, LLC 14.74% Gibraltar Capital Management, Inc. 3Y 7Y 12.63% Frisco Financial Planning LLC 12.63% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.5% BCK Partners, Inc. 3Y 11.59% Koesten, Hirschmann & Crabtree, INC. 3Y 11.19% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.81%

FAQ About Stephenson & Company, Inc. and VB

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

How long has Stephenson & Company, Inc. reported owning VB?

Stephenson & Company, Inc. reported VB across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VB position in Stephenson & Company, Inc.'s portfolio?

The largest reported portfolio weight for VB was 0.14% in 2024 Q4.

What is the latest reported VB position on this page?

The most recent filing on this page is 2026 Q1, when Stephenson & Company, Inc. reported 859 shares, equal to 0.12% of portfolio, with an estimated market value of $225K.

What does the chart on this VB ownership page compare?

The chart compares Stephenson & Company, Inc.'s quarterly VB 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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