Jones Financial Companies
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Jones Financial Companies’s Vanguard Information Technology ETF VGT Stock Holding History

Jones Financial Companies’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99.2M Buy
870,044
+109,580
+14% +$12M 0.04% 248
2026
Q1 		$64.8M Buy
760,464
+124,344
+20% +$11.4M 0.03% 290
2025
Q4 		$59.9M Buy
636,120
+115,760
+22% +$11M 0.04% 160
2025
Q3 		$48.1M Buy
520,360
+84,520
+19% +$7.39M 0.03% 165
2025
Q2 		$35.8M Buy
435,840
+97,032
+29% +$7.06M 0.03% 179
2025
Q1 		$23M Buy
338,808
+111,152
+49% +$8.37M 0.02% 193
2024
Q4 		$17.7M Buy
227,656
+65,512
+40% +$5.03M 0.02% 190
2024
Q3 		$11.9M Buy
162,144
+62,616
+63% +$4.45M 0.01% 188
2024
Q2 		$7.17M Buy
99,528
+51,064
+105% +$3.39M 0.01% 179
2024
Q1 		$3.18M Buy
48,464
+9,488
+24% +$601K ﹤0.01% 169
2023
Q4 		$2.36M Sell
38,976
-1,496
-4% -$83.3K ﹤0.01% 162
2023
Q3 		$2.1M Sell
40,472
-11,456
-22% -$623K ﹤0.01% 156
2023
Q2 		$2.87M Sell
51,928
-15,952
-24% -$801K ﹤0.01% 149
2023
Q1 		$3.27M Sell
67,880
-760
-1% -$33.6K 0.01% 136
2022
Q4 		$2.74M Buy
68,640
+66,576
+3,226% +$2.72M ﹤0.01% 142
2022
Q3 		$79K Sell
2,064
-776
-27% -$34.1K ﹤0.01% 301
2022
Q2 		$116K Hold
2,840
– – ﹤0.01% 274
2022
Q1 		$148K Sell
2,840
-264
-9% -$13.5K ﹤0.01% 274
2021
Q4 		$178K Hold
3,104
– – ﹤0.01% 268
2021
Q3 		$156K Buy
3,104
+1,072
+53% +$55.6K ﹤0.01% 239
2021
Q2 		$101K Buy
2,032
+1,264
+165% +$59.6K ﹤0.01% 264
2021
Q1 		$34K Buy
+768
New +$34.5K ﹤0.01% 402
2019
Q1 		– Sell
-20,008
Closed -$417K – 213
2018
Q4 		$417K Buy
+20,008
New +$453K ﹤0.01% 174

Other funds holding VGT

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
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
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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard Information Technology ETF (VGT) stake by 14% in Q2 2026, buying an estimated $12M and bringing the position to 870,044 shares worth $99.2M. The position accounts for 0.04% of the portfolio, ranked #248.

Jones Financial Companies first reported a position in VGT in Q4 2018 and has held it in 23 quarters since. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Jones Financial Companies held 870,044 shares of Vanguard Information Technology ETF worth $99.2M as of Q2 2026.
  • Jones Financial Companies bought 109,580 Vanguard Information Technology ETF shares in Q2 2026, an estimated $12M.
  • Vanguard Information Technology ETF made up 0.04% of Jones Financial Companies's portfolio in Q2 2026, its #248 holding.
  • Jones Financial Companies first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 23 quarters since.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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