Jones Financial Companies
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Jones Financial Companies’s Vanguard US Value Factor ETF VFVA Stock Holding History

Jones Financial Companies’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-306
Closed -$36.2K – 4382
2025
Q2 		$36.2K Buy
+306
New +$34.1K ﹤0.01% 2355

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ACM
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AHC
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BFS
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EH
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RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
SMF
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies's VFVA Position: Q3 2025 in Review

Jones Financial Companies sold out of Vanguard US Value Factor ETF (VFVA) in Q3 2025, closing a stake of 306 shares — an estimated $36.2K sold.

Jones Financial Companies first reported a position in VFVA in Q2 2025 and held it in 1 quarter. The position peaked at $36.2K in Q2 2025. 89 funds tracked by Wall St. Rank hold VFVA as of Q3 2025.

  • Jones Financial Companies reported no remaining Vanguard US Value Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 306 Vanguard US Value Factor ETF shares in Q3 2025, an estimated $36.2K.
  • Jones Financial Companies first reported a position in Vanguard US Value Factor ETF in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's Vanguard US Value Factor ETF position peaked at $36.2K in Q2 2025.
  • 89 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.