Jones Financial Companies
VIS icon

Jones Financial Companies’s Vanguard Industrials ETF VIS Stock Holding History

Jones Financial Companies’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.87M Buy
22,351
+5,177
+30% +$1.68M ﹤0.01% 958
2025
Q4 		$5.12M Buy
17,174
+5,284
+44% +$1.57M ﹤0.01% 636
2025
Q3 		$3.49M Buy
11,890
+2,721
+30% +$788K ﹤0.01% 686
2025
Q2 		$2.56M Buy
9,169
+1,328
+17% +$343K ﹤0.01% 696
2025
Q1 		$1.93M Buy
7,841
+3,795
+94% +$982K ﹤0.01% 663
2024
Q4 		$1.03M Buy
4,046
+1,197
+42% +$319K ﹤0.01% 733
2024
Q3 		$739K Buy
2,849
+354
+14% +$86.7K ﹤0.01% 693
2024
Q2 		$587K Buy
2,495
+1,958
+365% +$466K ﹤0.01% 522
2024
Q1 		$131K Buy
537
+57
+12% +$12.9K ﹤0.01% 537
2023
Q4 		$106K Buy
480
+394
+458% +$79.4K ﹤0.01% 396
2023
Q3 		$16.8K Hold
86
– – ﹤0.01% 451
2023
Q2 		$17.7K Sell
86
-20
-19% -$3.82K ﹤0.01% 434
2023
Q1 		$20.2K Hold
106
– – ﹤0.01% 421
2022
Q4 		$19K Hold
106
– – ﹤0.01% 430
2022
Q3 		$17K Hold
106
– – ﹤0.01% 393
2022
Q2 		$17K Hold
106
– – ﹤0.01% 431
2022
Q1 		$21K Hold
106
– – ﹤0.01% 433
2021
Q4 		$22K Hold
106
– – ﹤0.01% 457
2021
Q3 		$20K Hold
106
– – ﹤0.01% 430
2021
Q2 		$21K Buy
+106
New +$20.8K ﹤0.01% 396
2016
Q1 		– Sell
-2,352
Closed -$238K – 230
2015
Q4 		$238K Buy
+2,352
New +$240K ﹤0.01% 221

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Jones Financial Companies's VIS Position: Q1 2026 in Review

Jones Financial Companies increased its Vanguard Industrials ETF (VIS) stake by 30% in Q1 2026, buying an estimated $1.68M and bringing the position to 22,351 shares worth $6.87M. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Jones Financial Companies first reported a position in VIS in Q4 2015 and has held it in 21 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Jones Financial Companies held 22,351 shares of Vanguard Industrials ETF worth $6.87M as of Q1 2026.
  • Jones Financial Companies bought 5,177 Vanguard Industrials ETF shares in Q1 2026, an estimated $1.68M.
  • Vanguard Industrials ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #958 holding.
  • Jones Financial Companies first reported a position in Vanguard Industrials ETF in Q4 2015 and has held it in 21 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.