Jones Financial Companies
VGIT icon

Jones Financial Companies’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Jones Financial Companies’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.3M Buy
664,050
+97,636
+17% +$5.77M 0.02% 472
2026
Q1 		$33.5M Buy
566,414
+136,092
+32% +$8.15M 0.02% 450
2025
Q4 		$25.8M Buy
430,322
+111,886
+35% +$6.73M 0.02% 281
2025
Q3 		$19.1M Buy
318,436
+53,527
+20% +$3.2M 0.01% 301
2025
Q2 		$15.8M Buy
264,909
+38,910
+17% +$2.3M 0.01% 296
2025
Q1 		$13.4M Buy
225,999
+26,473
+13% +$1.55M 0.01% 274
2024
Q4 		$11.6M Buy
199,526
+42,663
+27% +$2.51M 0.01% 240
2024
Q3 		$9.49M Buy
156,863
+10,009
+7% +$597K 0.01% 215
2024
Q2 		$8.55M Buy
146,854
+3,438
+2% +$199K 0.01% 160
2024
Q1 		$8.4M Buy
143,416
+10,405
+8% +$610K 0.01% 126
2023
Q4 		$7.89M Buy
133,011
+9,285
+8% +$535K 0.01% 118
2023
Q3 		$7.07M Buy
123,726
+1,737
+1% +$101K 0.01% 113
2023
Q2 		$7.16M Buy
121,989
+11,210
+10% +$668K 0.01% 114
2023
Q1 		$6.64M Sell
110,779
-26,986
-20% -$1.6M 0.01% 118
2022
Q4 		$8.06M Buy
137,765
+22,532
+20% +$1.32M 0.01% 108
2022
Q3 		$6.72M Buy
115,233
+109,900
+2,061% +$6.66M 0.01% 103
2022
Q2 		$326K Buy
5,333
+2,220
+71% +$136K ﹤0.01% 208
2022
Q1 		$196K Sell
3,113
-615
-16% -$39.8K ﹤0.01% 250
2021
Q4 		$248K Buy
3,728
+615
+20% +$41.2K ﹤0.01% 232
2021
Q3 		$210K Hold
3,113
– – ﹤0.01% 222
2021
Q2 		$211K Hold
3,113
– – ﹤0.01% 222
2021
Q1 		$209K Buy
3,113
+1,333
+75% +$91.2K ﹤0.01% 222
2020
Q4 		$124K Buy
+1,780
New +$124K ﹤0.01% 233

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 17% in Q2 2026, buying an estimated $5.77M and bringing the position to 664,050 shares worth $39.3M. The position accounts for 0.02% of the portfolio, ranked #472.

Jones Financial Companies first reported a position in VGIT in Q4 2020 and has held it in 23 quarters since. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Jones Financial Companies held 664,050 shares of Vanguard Intermediate-Term Treasury ETF worth $39.3M as of Q2 2026.
  • Jones Financial Companies bought 97,636 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $5.77M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #472 holding.
  • Jones Financial Companies first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 23 quarters since.
  • 973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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