Jones Financial Companies’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.43B | Buy |
105,088,652
+19,131,832
| +22% | +$1.42B | 3.57% | 9 |
|
|
2025
Q4 | $6.24B | Sell |
85,956,820
-6,078,900
| -7% | -$442M | 3.8% | 8 |
|
|
2025
Q3 | $6.73B | Buy |
92,035,720
+8,109,496
| +10% | +$582M | 4.58% | 8 |
|
|
2025
Q2 | $5.86B | Buy |
83,926,224
+10,514,652
| +14% | +$690M | 4.44% | 8 |
|
|
2025
Q1 | $4.72B | Buy |
73,411,572
+3,650,056
| +5% | +$245M | 4.23% | 8 |
|
|
2024
Q4 | $4.61B | Buy |
69,761,516
+11,863,844
| +20% | +$805M | 4.38% | 8 |
|
|
2024
Q3 | $3.81B | Buy |
57,897,672
+1,763,340
| +3% | +$111M | 3.91% | 8 |
|
|
2024
Q2 | $3.4B | Buy |
56,134,332
+14,220,080
| +34% | +$864M | 3.93% | 8 |
|
|
2024
Q1 | $2.62B | Buy |
41,914,252
+1,659,692
| +4% | +$98.1M | 3.57% | 7 |
|
|
2023
Q4 | $2.34B | Buy |
40,254,560
+850,072
| +2% | +$45.4M | 3.52% | 8 |
|
|
2023
Q3 | $2.05B | Buy |
39,404,488
+539,476
| +1% | +$29.6M | 3.37% | 8 |
|
|
2023
Q2 | $2.14B | Buy |
38,865,012
+14,904,552
| +62% | +$781M | 3.41% | 8 |
|
|
2023
Q1 | $1.26B | Buy |
23,960,460
+275,052
| +1% | +$14.6M | 2.08% | 14 |
|
|
2022
Q4 | $1.21B | Sell |
23,685,408
-1,074,376
| -4% | -$54.7M | 2.1% | 14 |
|
|
2022
Q3 | $1.16B | Buy |
24,759,784
+364,108
| +1% | +$19M | 2.13% | 15 |
|
|
2022
Q2 | $1.24B | Buy |
24,395,676
+6,288,740
| +35% | +$340M | 2.11% | 16 |
|
|
2022
Q1 | $1.08B | Buy |
18,106,936
+445,284
| +3% | +$26.1M | 1.6% | 17 |
|
|
2021
Q4 | $1.12B | Buy |
17,661,652
+216,996
| +1% | +$13.6M | 1.59% | 18 |
|
|
2021
Q3 | $1.07B | Buy |
17,444,656
+310,116
| +2% | +$18.7M | 1.58% | 18 |
|
|
2021
Q2 | $1.02B | Buy |
17,134,540
+78,480
| +0.5% | +$4.55M | 1.57% | 19 |
|
|
2021
Q1 | $946M | Sell |
17,056,060
-376,648
| -2% | -$20.4M | 1.57% | 20 |
|
|
2020
Q4 | $901M | Sell |
17,432,708
-1,415,792
| -8% | -$68.6M | 1.65% | 16 |
|
|
2020
Q3 | $815M | Sell |
18,848,500
-640,108
| -3% | -$27.9M | 1.69% | 15 |
|
|
2020
Q2 | $775M | Sell |
19,488,608
-1,737,968
| -8% | -$66.6M | 1.69% | 15 |
|
|
2020
Q1 | $696M | Buy |
21,226,576
+2,495,596
| +13% | +$103M | 1.68% | 16 |
|
|
2019
Q4 | $834M | Buy |
18,730,980
+309,528
| +2% | +$13.3M | 1.67% | 16 |
|
|
2019
Q3 | $768M | Buy |
18,421,452
+202,764
| +1% | +$8.47M | 1.69% | 16 |
|
|
2019
Q2 | $761M | Buy |
18,218,688
+4,073,044
| +29% | +$167M | 1.71% | 16 |
|
|
2019
Q1 | $568M | Buy |
14,145,644
+182,140
| +1% | +$7.01M | 1.3% | 21 |
|
|
2018
Q4 | $478M | Buy |
13,963,504
+424,852
| +3% | +$15.9M | 1.19% | 22 |
|
|
2018
Q3 | $556M | Buy |
13,538,652
+1,705,804
| +14% | +$69.6M | 1.24% | 20 |
|
|
2018
Q2 | $466M | Buy |
11,832,848
+338,928
| +3% | +$13.3M | 1.09% | 21 |
|
|
2018
Q1 | $443M | Buy |
11,493,920
+425,476
| +4% | +$16.8M | 1.07% | 22 |
|
|
2017
Q4 | $428M | Buy |
11,068,444
+412,840
| +4% | +$15.6M | 1.07% | 22 |
|
|
2017
Q3 | $392M | Buy |
10,655,604
+545,112
| +5% | +$19.7M | 1.07% | 22 |
|
|
2017
Q2 | $360M | Buy |
10,110,492
+456,520
| +5% | +$16.1M | 1.06% | 21 |
|
|
2017
Q1 | $336M | Buy |
9,653,972
+1,334,384
| +16% | +$45.8M | 1.09% | 20 |
|
|
2016
Q4 | $274M | Buy |
8,319,588
+320,580
| +4% | +$10.4M | 1.01% | 23 |
|
|
2016
Q3 | $259M | Buy |
7,999,008
+166,384
| +2% | +$5.34M | 1.03% | 21 |
|
|
2016
Q2 | $242M | Sell |
7,832,624
-1,167,164
| -13% | -$35.7M | 1.04% | 21 |
|
|
2016
Q1 | $273M | Buy |
8,999,788
+7,862,724
| +691% | +$222M | 1.62% | 13 |
|
|
2015
Q4 | $34.1M | Buy |
1,137,064
+824,124
| +263% | +$25.1M | 0.21% | 22 |
|
|
2015
Q3 | $9.13M | Sell |
312,940
-21,956
| -7% | -$684K | 0.06% | 46 |
|
|
2015
Q2 | $10.7M | Buy |
334,896
+6,072
| +2% | +$197K | 0.07% | 42 |
|
|
2015
Q1 | $10.9M | Buy |
328,824
+27,708
| +9% | +$871K | 0.07% | 41 |
|
|
2014
Q4 | $9.3M | Buy |
301,116
+149,968
| +99% | +$4.52M | 0.06% | 48 |
|
|
2014
Q3 | $4.43M | Buy |
151,148
+3,088
| +2% | +$91.7K | 0.03% | 80 |
|
|
2014
Q2 | $4.39M | Buy |
148,060
+6,508
| +5% | +$186K | 0.03% | 80 |
|
|
2014
Q1 | $4.02M | Buy |
141,552
+4,284
| +3% | +$119K | 0.03% | 79 |
|
|
2013
Q4 | $3.77M | Buy |
137,268
+1,872
| +1% | +$49.8K | 0.03% | 83 |
|
|
2013
Q3 | $3.47M | Buy |
135,396
+2,456
| +2% | +$61.6K | 0.03% | 80 |
|
|
2013
Q2 | $3.16M | Buy |
+132,940
| New | +$3.15M | 0.03% | 80 |
|
Other funds holding VO
