Jones Financial Companies
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Jones Financial Companies’s Vanguard Health Care ETF VHT Stock Holding History

Jones Financial Companies’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.7M Buy
88,576
+6,704
+8% +$1.86M 0.01% 587
2026
Q1 		$21.7M Buy
81,872
+9,755
+14% +$2.79M 0.01% 566
2025
Q4 		$20.8M Buy
72,117
+13,222
+22% +$3.69M 0.01% 315
2025
Q3 		$14.9M Buy
58,895
+3,481
+6% +$873K 0.01% 341
2025
Q2 		$13.7M Buy
55,414
+19,140
+53% +$4.73M 0.01% 317
2025
Q1 		$9.54M Buy
36,274
+7,670
+27% +$2.04M 0.01% 322
2024
Q4 		$7.26M Buy
28,604
+12,723
+80% +$3.43M 0.01% 305
2024
Q3 		$4.46M Buy
15,881
+7,239
+84% +$2.01M ﹤0.01% 312
2024
Q2 		$2.3M Buy
8,642
+2,354
+37% +$617K ﹤0.01% 293
2024
Q1 		$1.7M Buy
6,288
+505
+9% +$133K ﹤0.01% 210
2023
Q4 		$1.45M Buy
5,783
+4,044
+233% +$958K ﹤0.01% 183
2023
Q3 		$409K Sell
1,739
-154
-8% -$37.5K ﹤0.01% 224
2023
Q2 		$463K Sell
1,893
-691
-27% -$168K ﹤0.01% 220
2023
Q1 		$616K Buy
2,584
+2,258
+693% +$543K ﹤0.01% 205
2022
Q4 		$81K Hold
326
– – ﹤0.01% 313
2022
Q3 		$73K Hold
326
– – ﹤0.01% 305
2022
Q2 		$77K Hold
326
– – ﹤0.01% 310
2022
Q1 		$83K Buy
326
+73
+29% +$18K ﹤0.01% 316
2021
Q4 		$67K Hold
253
– – ﹤0.01% 334
2021
Q3 		$63K Hold
253
– – ﹤0.01% 305
2021
Q2 		$63K Buy
253
+100
+65% +$23.9K ﹤0.01% 299
2021
Q1 		$35K Buy
153
+127
+488% +$29.1K ﹤0.01% 400
2020
Q4 		$6K Buy
+26
New +$5.56K ﹤0.01% 487

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard Health Care ETF (VHT) stake by 8.2% in Q2 2026, buying an estimated $1.86M and bringing the position to 88,576 shares worth $26.7M. The position accounts for 0.01% of the portfolio, ranked #587.

Jones Financial Companies first reported a position in VHT in Q4 2020 and has held it in 23 quarters since. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Jones Financial Companies held 88,576 shares of Vanguard Health Care ETF worth $26.7M as of Q2 2026.
  • Jones Financial Companies bought 6,704 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.86M.
  • Vanguard Health Care ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #587 holding.
  • Jones Financial Companies first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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