Jones Financial Companies
ESGV icon

Jones Financial Companies’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Jones Financial Companies’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.5M Buy
290,727
+24,940
+9% +$3.18M 0.02% 487
2026
Q1 		$29M Buy
265,787
+36,744
+16% +$4.36M 0.01% 494
2025
Q4 		$27.7M Buy
229,043
+20,781
+10% +$2.49M 0.02% 272
2025
Q3 		$24.5M Buy
208,262
+25,499
+14% +$2.9M 0.02% 255
2025
Q2 		$19.9M Buy
182,763
+19,620
+12% +$1.98M 0.02% 256
2025
Q1 		$15.9M Buy
163,143
+20,718
+15% +$2.17M 0.01% 240
2024
Q4 		$14.9M Buy
142,425
+19,163
+16% +$2.01M 0.01% 205
2024
Q3 		$12.5M Buy
123,262
+12,285
+11% +$1.2M 0.01% 184
2024
Q2 		$10.7M Buy
110,977
+14,881
+15% +$1.38M 0.01% 146
2024
Q1 		$8.96M Buy
96,096
+13,014
+16% +$1.16M 0.01% 122
2023
Q4 		$7.07M Buy
83,082
+10,042
+14% +$791K 0.01% 123
2023
Q3 		$5.49M Buy
73,040
+3,143
+4% +$247K 0.01% 122
2023
Q2 		$5.48M Buy
69,897
+7,357
+12% +$542K 0.01% 123
2023
Q1 		$4.48M Buy
62,540
+9,082
+17% +$633K 0.01% 127
2022
Q4 		$3.52M Buy
53,458
+18,781
+54% +$1.25M 0.01% 133
2022
Q3 		$2.18M Buy
34,677
+11,200
+48% +$786K ﹤0.01% 140
2022
Q2 		$1.62M Buy
23,477
+7,772
+49% +$561K ﹤0.01% 146
2022
Q1 		$1.27M Buy
15,705
+10,593
+207% +$852K ﹤0.01% 152
2021
Q4 		$449K Buy
+5,112
New +$437K ﹤0.01% 192

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Jones Financial Companies's ESGV Position: Q2 2026 in Review

Jones Financial Companies increased its Vanguard ESG US Stock ETF (ESGV) stake by 9.4% in Q2 2026, buying an estimated $3.18M and bringing the position to 290,727 shares worth $37.5M. The position accounts for 0.02% of the portfolio, ranked #487.

Jones Financial Companies first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Jones Financial Companies held 290,727 shares of Vanguard ESG US Stock ETF worth $37.5M as of Q2 2026.
  • Jones Financial Companies bought 24,940 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $3.18M.
  • Vanguard ESG US Stock ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #487 holding.
  • Jones Financial Companies first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.