Jones Financial Companies’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Jones Financial Companies’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.92M	Buy	43,322 +4,418	+11%	+$561K	﹤0.01%	1120
2026 Q1	$4.38M	Buy	38,904 +1,371	+4%	+$161K	﹤0.01%	1126
2025 Q4	$4.16M	Buy	37,533 +5,190	+16%	+$577K	﹤0.01%	688
2025 Q3	$3.56M	Sell	32,343 -6,571	-17%	-$701K	﹤0.01%	672
2025 Q2	$3.95M	Sell	38,914 -5,465	-12%	-$522K	﹤0.01%	553
2025 Q1	$4.26M	Buy	44,379 +635	+1%	+$66K	﹤0.01%	465
2024 Q4	$4.64M	Buy	43,744 +25,691	+142%	+$2.84M	﹤0.01%	373
2024 Q3	$1.95M	Buy	18,053 +16,370	+973%	+$1.7M	﹤0.01%	465
2024 Q2	$165K	Buy	+1,683	New	+$165K	﹤0.01%	888

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 11% in Q2 2026, buying an estimated $561K and bringing the position to 43,322 shares worth $5.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Jones Financial Companies first reported a position in VIOO in Q2 2024 and has held it in 9 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Jones Financial Companies held 43,322 shares of Vanguard S&P Small-Cap 600 ETF worth $5.92M as of Q2 2026.
Jones Financial Companies bought 4,418 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $561K.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1120 holding.
Jones Financial Companies first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2024 and has held it in 9 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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