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

Jones Financial Companies’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$221M Buy
2,077,244
+534,582
+35% +$62.5M 0.11% 97
2025
Q4 		$188M Buy
1,542,662
+107,407
+7% +$13.1M 0.11% 65
2025
Q3 		$172M Buy
1,435,255
+111,424
+8% +$12.8M 0.12% 63
2025
Q2 		$144M Buy
1,323,831
+723,235
+120% +$71.2M 0.11% 67
2025
Q1 		$55.7M Buy
600,596
+558,228
+1,318% +$56.7M 0.05% 101
2024
Q4 		$4.38M Buy
42,368
+23,363
+123% +$2.37M ﹤0.01% 384
2024
Q3 		$1.83M Buy
19,005
+15,955
+523% +$1.49M ﹤0.01% 477
2024
Q2 		$286K Buy
3,050
+434
+17% +$38.1K ﹤0.01% 723
2024
Q1 		$227K Buy
2,616
+1,104
+73% +$91.6K ﹤0.01% 442
2023
Q4 		$118K Buy
+1,512
New +$110K ﹤0.01% 386

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 35% in Q1 2026, buying an estimated $62.5M and bringing the position to 2,077,244 shares worth $221M. The position accounts for 0.11% of the portfolio, ranked #97.

Jones Financial Companies first reported a position in VONG in Q4 2023 and has held it in 10 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Jones Financial Companies held 2,077,244 shares of Vanguard Russell 1000 Growth ETF worth $221M as of Q1 2026.
  • Jones Financial Companies bought 534,582 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $62.5M.
  • Vanguard Russell 1000 Growth ETF made up 0.11% of Jones Financial Companies's portfolio in Q1 2026, its #97 holding.
  • Jones Financial Companies first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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