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Stegner Investment Associates Inc. Historic Quarter Change: USA ETF, Added

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Stegner Investment Associates Inc. historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Stegner Investment Associates Inc. opened 13 positions, added to 72, reduced 92 and sold out of 11.

  • Q2 2026: Stock VONE; Country of operation —; Class VNG RUS1000IDX; Shares before 67,320.
  • Q2 2026: Stock IWD; Country of operation —; Class RUS 1000 VAL ETF; Shares before 38,391.
  • Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 7,377.
  • Q2 2026: Stock VONG; Country of operation —; Class VNG RUS1000GRW; Shares before 45,641.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1907433), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-11); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VONE
VANGUARD SCOTTSDALE FDS		VNG RUS1000IDX67,32067,323+3$19,867,519$22,803,716+$2,936,1972026-07-24
Q2 2026IWD
ISHARES TR		RUS 1000 VAL ETF38,39138,393+2$8,202,996$9,307,597+$1,104,6012026-07-24
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF7,3777,563+186$4,818,730$5,663,855+$845,1252026-07-24
Q2 2026VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW45,64145,647+6$5,006,347$5,834,163+$827,8162026-07-24
Q2 2026IWS
ISHARES TR		RUS MDCP VAL ETF5,0266,181+1,155$732,471$1,017,372+$284,9012026-07-24
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF1,9457,780+5,835$829,472$966,079+$136,6072026-07-24
Q2 2026BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT5,0136,869+1,856$369,157$504,253+$135,0962026-07-24
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT1,2341,235+1$802,363$922,111+$119,7482026-07-24
Q1 2026VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW45,63445,641+7$5,556,000$5,006,347-$549,6532026-04-30
Q1 2026IWP
ISHARES TR		RUS MD CP GR ETF6,33610,236+3,900$867,613$1,311,400+$443,7872026-04-30
Q1 2026IVV
ISHARES TR		CORE S&P500 ETF7,3327,377+45$5,021,980$4,818,730-$203,2502026-04-30
Q1 2026IWS
ISHARES TR		RUS MDCP VAL ETF4,1065,026+920$579,133$732,471+$153,3382026-04-30
Q1 2026VONE
VANGUARD SCOTTSDALE FDS		VNG RUS1000IDX64,77867,320+2,542$20,018,877$19,867,519-$151,3582026-04-30
Q1 2026IWD
ISHARES TR		RUS 1000 VAL ETF38,38938,391+2$8,074,650$8,202,996+$128,3462026-04-30
Q1 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT1,2331,234+1$840,519$802,363-$38,1562026-04-30
Q1 2026BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT4,7835,013+230$354,277$369,157+$14,8802026-04-30
Q4 2025IWR
ISHARES TR		RUS MID CAP ETF401,968442,962+40,994$38,810,033$42,643,931+$3,833,8982026-01-30
Q4 2025IWD
ISHARES TR		RUS 1000 VAL ETF26,57338,389+11,816$5,409,906$8,074,650+$2,664,7442026-01-30
Q4 2025VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS10,58513,954+3,369$6,481,748$8,750,671+$2,268,9232026-01-30
Q4 2025VONE
VANGUARD SCOTTSDALE FDS		VNG RUS1000IDX64,77464,778+4$19,584,520$20,018,877+$434,3572026-01-30
Q4 2025IWP
ISHARES TR		RUS MD CP GR ETF4,2646,336+2,072$607,196$867,613+$260,4172026-01-30
Q4 2025IVE
ISHARES TR		S&P 500 VAL ETF16,25516,304+49$3,356,717$3,457,483+$100,7662026-01-30
Q4 2025VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW45,62945,634+5$5,498,295$5,556,000+$57,7052026-01-30
Q4 2025IWN
ISHARES TR		RUS 2000 VAL ETF3,8623,919+57$682,840$710,162+$27,3222026-01-30
Q4 2025OEF
ISHARES TR		S&P 100 ETF1,1611,203+42$386,427$412,593+$26,1662026-01-30
Q3 2025IWR
ISHARES TR		RUS MID CAP ETF356,643401,968+45,325$32,800,502$38,810,033+$6,009,5312025-11-06
Q3 2025VONE
VANGUARD SCOTTSDALE FDS		VNG RUS1000IDX64,77164,774+3$18,191,593$19,584,520+$1,392,9272025-11-06
Q3 2025VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS10,24510,585+340$5,819,195$6,481,748+$662,5532025-11-06
Q3 2025VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW45,62345,629+6$4,982,050$5,498,295+$516,2452025-11-06
Q3 2025IVV
ISHARES TR		CORE S&P500 ETF7,4827,681+199$4,645,574$5,140,893+$495,3192025-11-06
Q3 2025IWD
ISHARES TR		RUS 1000 VAL ETF26,57026,573+3$5,160,653$5,409,906+$249,2532025-11-06
Q3 2025IWM
ISHARES TR		RUSSELL 2000 ETF1,9052,141+236$411,184$518,153+$106,9692025-11-06
Q3 2025SPY
SPDR S&P 500 ETF TR		TR UNIT1,2711,272+1$785,368$847,627+$62,2592025-11-06
Q3 2025BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT5,7945,964+170$426,612$443,543+$16,9312025-11-06
Q2 2025IWR
ISHARES TR		RUS MID CAP ETF330,614356,643+26,029$28,125,310$32,800,502+$4,675,1922025-07-28
Q2 2025VONE
VANGUARD SCOTTSDALE FDS		VNG RUS1000IDX62,90264,771+1,869$15,968,225$18,191,593+$2,223,3682025-07-28
Q2 2025VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW45,61745,623+6$4,232,801$4,982,050+$749,2492025-07-28
Q2 2025IVV
ISHARES TR		CORE S&P500 ETF7,4217,482+61$4,169,860$4,645,574+$475,7142025-07-28
Q2 2025IVE
ISHARES TR		S&P 500 VAL ETF16,44016,518+78$3,133,040$3,227,850+$94,8102025-07-28
Q2 2025SPY
SPDR S&P 500 ETF TR		TR UNIT1,2701,271+1$710,277$785,368+$75,0912025-07-28
Q2 2025IWN
ISHARES TR		RUS 2000 VAL ETF3,8313,862+31$578,404$609,269+$30,8652025-07-28
Q1 2025IVW
ISHARES TR		S&P 500 GRWT ETF631,174637,250+6,076$64,083,122$59,155,872-$4,927,2502025-05-05
Q1 2025VONE
VANGUARD SCOTTSDALE FDS		VNG RUS1000IDX62,72262,902+180$16,729,242$15,968,225-$761,0172025-05-05
Q1 2025VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW45,61045,617+7$4,711,516$4,232,801-$478,7152025-05-05
Q1 2025IWB
ISHARES TR		RUS 1000 ETF26,50026,505+5$8,537,239$8,130,007-$407,2322025-05-05
Q1 2025IWR
ISHARES TR		RUS MID CAP ETF320,946330,614+9,668$28,371,595$28,125,310-$246,2852025-05-05
Q1 2025IWD
ISHARES TR		RUS 1000 VAL ETF26,57026,573+3$4,918,994$4,999,993+$80,9992025-05-05
Q1 2025SPY
SPDR S&P 500 ETF TR		TR UNIT1,2681,270+2$743,322$710,277-$33,0452025-05-05
Q1 2025BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT5,8056,029+224$417,438$442,830+$25,3922025-05-05
Q4 2024VONE
VANGUARD SCOTTSDALE FDS		VNG RUS1000IDX62,55462,722+168$16,268,430$16,729,242+$460,8122025-02-06
Q4 2024VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW45,60445,610+6$4,401,674$4,711,516+$309,8422025-02-06
Q4 2024SPY
SPDR S&P 500 ETF TR		TR UNIT9721,268+296$557,660$743,322+$185,6622025-02-06
Q4 2024IVV
ISHARES TR		CORE S&P500 ETF7,5497,658+109$4,354,414$4,508,111+$153,6972025-02-06
Q4 2024IWD
ISHARES TR		RUS 1000 VAL ETF26,56726,570+3$5,042,466$4,918,994-$123,4722025-02-06
Q4 2024BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT5,2695,805+536$395,755$417,438+$21,6832025-02-06
Q4 2024CWI
SPDR INDEX SHS FDS		MSCI ACWI EXUS14,05014,599+549$427,682$407,896-$19,7862025-02-06
Q3 2024IVW
ISHARES TR		S&P 500 GRWT ETF633,530640,708+7,178$58,626,824$61,347,768+$2,720,9442024-10-11
Q3 2024VONE
VANGUARD SCOTTSDALE FDS		VNG RUS1000IDX61,00762,554+1,547$15,011,912$16,268,430+$1,256,5182024-10-11
Q3 2024VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS9,67710,245+568$4,839,518$5,405,726+$566,2082024-10-11
Q3 2024IWD
ISHARES TR		RUS 1000 VAL ETF26,56426,567+3$4,634,620$5,042,466+$407,8462024-10-11
Q3 2024VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW45,58945,604+15$4,276,742$4,401,674+$124,9322024-10-11
Q3 2024SPY
SPDR S&P 500 ETF TR		TR UNIT971972+1$528,176$557,660+$29,4842024-10-11
Q2 2024IWD
ISHARES TR		RUS 1000 VAL ETF26,56226,564+2$4,757,439$4,634,620-$122,8192024-07-23
Q2 2024SPY
SPDR S&P 500 ETF TR		TR UNIT969971+2$506,925$528,176+$21,2512024-07-23
Q2 2024BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT5,2845,502+218$383,777$396,419+$12,6422024-07-23
Q1 2024VONE
VANGUARD SCOTTSDALE FDS		VNG RUS1000IDX62,07662,283+207$13,466,707$14,843,206+$1,376,4992024-04-22
Q1 2024IWB
ISHARES TR		RUS 1000 ETF27,04227,048+6$7,092,005$7,790,588+$698,5832024-04-22
Q1 2024VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW45,82345,832+9$3,575,138$3,972,295+$397,1572024-04-22
Q1 2024IWD
ISHARES TR		RUS 1000 VAL ETF26,55926,562+3$4,388,869$4,757,439+$368,5702024-04-22
Q1 2024SPY
SPDR S&P 500 ETF TR		TR UNIT967969+2$459,817$506,925+$47,1082024-04-22
Q1 2024CWI
SPDR INDEX SHS FDS		MSCI ACWI EXUS14,64714,706+59$396,055$417,650+$21,5952024-04-22
Q1 2024BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT4,9655,284+319$365,176$383,777+$18,6012024-04-22

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