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
Q2 		$235M Sell
1,927,184
-150,060
-7% -$18.6M 0.09% 111
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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Jones Financial Companies reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 7.2% in Q2 2026, selling an estimated $18.6M and leaving 1,927,184 shares worth $235M. The position accounts for 0.09% of the portfolio, ranked #111.

Jones Financial Companies first reported a position in VONG in Q4 2023 and has held it in 11 quarters since. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Jones Financial Companies held 1,927,184 shares of Vanguard Russell 1000 Growth ETF worth $235M as of Q2 2026.
  • Jones Financial Companies sold 150,060 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $18.6M.
  • Vanguard Russell 1000 Growth ETF made up 0.09% of Jones Financial Companies's portfolio in Q2 2026, its #111 holding.
  • Jones Financial Companies first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

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