Jones Financial Companies
IVOV icon

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

Jones Financial Companies’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.37M Buy
13,708
+4,246
+45% +$447K ﹤0.01% 1595
2025
Q4 		$956K Buy
9,462
+4,393
+87% +$444K ﹤0.01% 1247
2025
Q3 		$511K Buy
5,069
+2,581
+104% +$256K ﹤0.01% 1390
2025
Q2 		$238K Sell
2,488
-197
-7% -$17.8K ﹤0.01% 1589
2025
Q1 		$246K Buy
2,685
+302
+13% +$29K ﹤0.01% 1416
2024
Q4 		$228K Buy
2,383
+2,129
+838% +$211K ﹤0.01% 1297
2024
Q3 		$24.3K Buy
+254
New +$23.3K ﹤0.01% 1886

Other funds holding IVOV

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies's IVOV Position: Q1 2026 in Review

Jones Financial Companies increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 45% in Q1 2026, buying an estimated $447K and bringing the position to 13,708 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Jones Financial Companies first reported a position in IVOV in Q3 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Jones Financial Companies held 13,708 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.37M as of Q1 2026.
  • Jones Financial Companies bought 4,246 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $447K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1595 holding.
  • Jones Financial Companies first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.