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

Jones Financial Companies’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$959K Buy
8,183
+2,104
+35% +$233K ﹤0.01% 1916
2026
Q1 		$607K Buy
6,079
+2,702
+80% +$281K ﹤0.01% 1945
2025
Q4 		$330K Buy
3,377
+188
+6% +$18.1K ﹤0.01% 1688
2025
Q3 		$302K Buy
3,189
+1,590
+99% +$146K ﹤0.01% 1615
2025
Q2 		$137K Buy
1,599
+1,427
+830% +$116K ﹤0.01% 1801
2025
Q1 		$14.3K Buy
172
+132
+330% +$12K ﹤0.01% 2554
2024
Q4 		$3.73K Buy
+40
New +$3.81K ﹤0.01% 2844

Other funds holding VIOV

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 35% in Q2 2026, buying an estimated $233K and bringing the position to 8,183 shares worth $959K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Jones Financial Companies first reported a position in VIOV in Q4 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Jones Financial Companies held 8,183 shares of Vanguard S&P Small-Cap 600 Value ETF worth $959K as of Q2 2026.
  • Jones Financial Companies bought 2,104 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $233K.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1916 holding.
  • Jones Financial Companies first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

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