Jones Financial Companies
VONE icon

Jones Financial Companies’s Vanguard Russell 1000 ETF VONE Stock Holding History

Jones Financial Companies’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.4M Buy
98,700
+16,948
+21% +$5.23M 0.01% 499
2025
Q4 		$25.3M Buy
81,752
+7,005
+9% +$2.15M 0.02% 282
2025
Q3 		$22.5M Buy
74,747
+7,709
+11% +$2.25M 0.02% 274
2025
Q2 		$18.7M Buy
67,038
+38,822
+138% +$10.1M 0.01% 271
2025
Q1 		$7.13M Buy
28,216
+8,452
+43% +$2.26M 0.01% 360
2024
Q4 		$5.27M Buy
19,764
+5,731
+41% +$1.54M 0.01% 356
2024
Q3 		$3.64M Buy
14,033
+1,309
+10% +$328K ﹤0.01% 336
2024
Q2 		$3.13M Buy
12,724
+2,177
+21% +$517K ﹤0.01% 261
2024
Q1 		$2.51M Buy
10,547
+857
+9% +$194K ﹤0.01% 182
2023
Q4 		$2.1M Buy
9,690
+1,200
+14% +$243K ﹤0.01% 167
2023
Q3 		$1.65M Buy
8,490
+2,030
+31% +$411K ﹤0.01% 165
2023
Q2 		$1.3M Buy
6,460
+884
+16% +$169K ﹤0.01% 176
2023
Q1 		$1.04M Buy
5,576
+1,229
+28% +$224K ﹤0.01% 178
2022
Q4 		$757K Buy
+4,347
New +$761K ﹤0.01% 192

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return