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 Q2	$41.8M	Buy	126,472 +27,772	+28%	+$9.1M	0.02%	455
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard Russell 1000 ETF (VONE) stake by 28% in Q2 2026, buying an estimated $9.1M and bringing the position to 126,472 shares worth $41.8M. The position accounts for 0.02% of the portfolio, ranked #455.

Jones Financial Companies first reported a position in VONE in Q4 2022 and has held it in 15 quarters since. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Jones Financial Companies held 126,472 shares of Vanguard Russell 1000 ETF worth $41.8M as of Q2 2026.
Jones Financial Companies bought 27,772 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $9.1M.
Vanguard Russell 1000 ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #455 holding.
Jones Financial Companies first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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