Jones Financial Companies’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Jones Financial Companies’s Portfolio IVOG Stock Details IVOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.05M	Buy	14,305 +5,093	+55%	+$703K	﹤0.01%	1565
2026 Q1	$1.13M	Buy	9,212 +3,359	+57%	+$428K	﹤0.01%	1669
2025 Q4	$704K	Buy	5,853 +1,780	+44%	+$214K	﹤0.01%	1373
2025 Q3	$487K	Buy	4,073 +1,445	+55%	+$169K	﹤0.01%	1408
2025 Q2	$297K	Buy	2,628 +1,488	+131%	+$158K	﹤0.01%	1496
2025 Q1	$118K	Buy	1,140 +179	+19%	+$20K	﹤0.01%	1705
2024 Q4	$108K	Buy	961 +119	+14%	+$14K	﹤0.01%	1598
2024 Q3	$96.5K	Buy	+842	New	+$93.7K	﹤0.01%	1419

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 55% in Q2 2026, buying an estimated $703K and bringing the position to 14,305 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Jones Financial Companies first reported a position in IVOG in Q3 2024 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Jones Financial Companies held 14,305 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $2.05M as of Q2 2026.
Jones Financial Companies bought 5,093 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $703K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1565 holding.
Jones Financial Companies first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 8 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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