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Vanguard Wellington shares owned by Stephens

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Stephens from 13F filings

Historical chart of Stephens investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Stephens consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Stephens

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 20k 101.31
2026-03-31 $531k 5.3k 101.14