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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.85M	Buy	29,872 +9,778	+49%	+$1.21M	﹤0.01%	1303
2026 Q1	$2.25M	Buy	20,094 +8,628	+75%	+$1.01M	﹤0.01%	1380
2025 Q4	$1.28M	Buy	11,466 +6,139	+115%	+$681K	﹤0.01%	1137
2025 Q3	$589K	Buy	5,327 +1,509	+40%	+$164K	﹤0.01%	1328
2025 Q2	$401K	Buy	3,818 +1,492	+64%	+$148K	﹤0.01%	1366
2025 Q1	$229K	Buy	2,326 +1,851	+390%	+$195K	﹤0.01%	1444
2024 Q4	$50.1K	Buy	475 +175	+58%	+$19K	﹤0.01%	1880
2024 Q3	$31.6K	Hold	300	–	–	﹤0.01%	1799
2024 Q2	$29.7K	Buy	+300	New	+$29.9K	﹤0.01%	1421
2022 Q1	–	Sell	-250	Closed	-$24K	–	763
2021 Q4	$24K	Hold	250	–	–	﹤0.01%	440
2021 Q3	$22K	Hold	250	–	–	﹤0.01%	416
2021 Q2	$23K	Hold	250	–	–	﹤0.01%	390
2021 Q1	$22K	Buy	+250	New	+$21.1K	﹤0.01%	446

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

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

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

Jones Financial Companies increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 49% in Q2 2026, buying an estimated $1.21M and bringing the position to 29,872 shares worth $3.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Jones Financial Companies first reported a position in IVOO in Q1 2021 and has held it in 13 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Jones Financial Companies held 29,872 shares of Vanguard S&P Mid-Cap 400 ETF worth $3.85M as of Q2 2026.
Jones Financial Companies bought 9,778 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $1.21M.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1303 holding.
Jones Financial Companies first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and has held it in 13 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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