Jones Financial Companies
IVOG icon

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
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 $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return