Jones Financial Companies
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Jones Financial Companies’s Vanguard Mega Cap 300 Index 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
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 $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 9.8% in Q1 2026, buying an estimated $1.41M and bringing the position to 63,687 shares worth $14.7M. The position accounts for 0.01% of the portfolio, ranked #696.

Jones Financial Companies first reported a position in MGC in Q3 2022 and has held it in 10 quarters since. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Jones Financial Companies held 63,687 shares of Vanguard Mega Cap 300 Index ETF worth $14.7M as of Q1 2026.
  • Jones Financial Companies bought 5,683 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $1.41M.
  • Vanguard Mega Cap 300 Index ETF made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #696 holding.
  • Jones Financial Companies first reported a position in Vanguard Mega Cap 300 Index ETF in Q3 2022 and has held it in 10 quarters since.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

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