Jones Financial Companies
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Jones Financial Companies’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Jones Financial Companies’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.7M Buy
73,871
+10,184
+16% +$2.71M 0.01% 671
2026
Q1 		$14.7M Buy
63,687
+5,683
+10% +$1.41M 0.01% 696
2025
Q4 		$14.6M Buy
58,004
+8,538
+17% +$2.12M 0.01% 381
2025
Q3 		$12M Buy
49,466
+8,402
+20% +$1.97M 0.01% 375
2025
Q2 		$9.21M Buy
41,064
+14,337
+54% +$2.97M 0.01% 371
2025
Q1 		$5.35M Buy
26,727
+5,868
+28% +$1.25M ﹤0.01% 411
2024
Q4 		$4.44M Buy
20,859
+8,501
+69% +$1.81M ﹤0.01% 379
2024
Q3 		$2.54M Buy
12,358
+3,724
+43% +$743K ﹤0.01% 402
2024
Q2 		$1.7M Buy
8,634
+7,362
+579% +$1.38M ﹤0.01% 346
2024
Q1 		$238K Buy
+1,272
New +$227K ﹤0.01% 434
2022
Q4 		– Sell
-72
Closed -$9K – 756
2022
Q3 		$9K Buy
+72
New +$9.99K ﹤0.01% 435

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 16% in Q2 2026, buying an estimated $2.71M and bringing the position to 73,871 shares worth $19.7M. The position accounts for 0.01% of the portfolio, ranked #671.

Jones Financial Companies first reported a position in MGC in Q3 2022 and has held it in 11 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Jones Financial Companies held 73,871 shares of Vanguard Morningstar Mega Cap ETF worth $19.7M as of Q2 2026.
  • Jones Financial Companies bought 10,184 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $2.71M.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #671 holding.
  • Jones Financial Companies first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2022 and has held it in 11 quarters since.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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