Jones Financial Companies’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.48B | Buy |
13,185,471
+2,500,231
| +23% | +$1.42B | 5.67% | 5 |
|
|
2025
Q1 | $5.46B | Buy |
10,685,240
+1,297,545
| +14% | +$663M | 4.89% | 7 |
|
|
2024
Q4 | $5.06B | Buy |
9,387,695
+302,888
| +3% | +$163M | 4.81% | 7 |
|
|
2024
Q3 | $4.77B | Buy |
9,084,807
+422,435
| +5% | +$222M | 4.9% | 6 |
|
|
2024
Q2 | $4.33B | Buy |
8,662,372
+7,212,927
| +498% | +$3.61B | 5.01% | 6 |
|
|
2024
Q1 | $697M | Buy |
1,449,445
+220,199
| +18% | +$106M | 0.95% | 25 |
|
|
2023
Q4 | $537M | Buy |
1,229,246
+6,125
| +0.5% | +$2.68M | 0.81% | 27 |
|
|
2023
Q3 | $480M | Buy |
1,223,121
+2,656
| +0.2% | +$1.04M | 0.79% | 26 |
|
|
2023
Q2 | $497M | Buy |
1,220,465
+400
| +0% | +$163K | 0.79% | 26 |
|
|
2023
Q1 | $459M | Buy |
1,220,065
+29,361
| +2% | +$11M | 0.75% | 27 |
|
|
2022
Q4 | $418M | Buy |
1,190,704
+23,394
| +2% | +$8.22M | 0.73% | 27 |
|
|
2022
Q3 | $383M | Buy |
1,167,310
+29,331
| +3% | +$9.63M | 0.7% | 28 |
|
|
2022
Q2 | $408M | Buy |
1,137,979
+518,483
| +84% | +$186M | 0.69% | 28 |
|
|
2022
Q1 | $258M | Buy |
619,496
+424,592
| +218% | +$177M | 0.38% | 32 |
|
|
2021
Q4 | $85.1M | Buy |
194,904
+5,427
| +3% | +$2.37M | 0.12% | 41 |
|
|
2021
Q3 | $76.5M | Buy |
189,477
+2,674
| +1% | +$1.08M | 0.11% | 42 |
|
|
2021
Q2 | $73.5M | Sell |
186,803
-13,926
| -7% | -$5.48M | 0.11% | 42 |
|
|
2021
Q1 | $73.1M | Sell |
200,729
-2,651
| -1% | -$965K | 0.12% | 42 |
|
|
2020
Q4 | $69.9M | Buy |
203,380
+12,794
| +7% | +$4.4M | 0.13% | 40 |
|
|
2020
Q3 | $58.1M | Buy |
190,586
+4,325
| +2% | +$1.32M | 0.12% | 41 |
|
|
2020
Q2 | $52.1M | Sell |
186,261
-4,566
| -2% | -$1.28M | 0.11% | 42 |
|
|
2020
Q1 | $44.8M | Buy |
190,827
+78,992
| +71% | +$18.5M | 0.11% | 44 |
|
|
2019
Q4 | $33.1M | Buy |
111,835
+3,416
| +3% | +$1.01M | 0.07% | 45 |
|
|
2019
Q3 | $29.4M | Buy |
108,419
+1,246
| +1% | +$338K | 0.06% | 44 |
|
|
2019
Q2 | $28.8M | Buy |
107,173
+1,480
| +1% | +$398K | 0.06% | 44 |
|
|
2019
Q1 | $27.4M | Buy |
105,693
+1,192
| +1% | +$309K | 0.06% | 44 |
|
|
2018
Q4 | $23.8M | Buy |
104,501
+6,819
| +7% | +$1.56M | 0.06% | 44 |
|
|
2018
Q3 | $26.1M | Sell |
97,682
-1,412
| -1% | -$377K | 0.06% | 42 |
|
|
2018
Q2 | $24.7M | Buy |
99,094
+17,810
| +22% | +$4.43M | 0.06% | 46 |
|
|
2018
Q1 | $19.7M | Buy |
81,284
+4,202
| +5% | +$1.02M | 0.05% | 43 |
|
|
2017
Q4 | $18.9M | Buy |
77,082
+3,711
| +5% | +$910K | 0.05% | 44 |
|
|
2017
Q3 | $16.9M | Buy |
73,371
+6,537
| +10% | +$1.51M | 0.05% | 44 |
|
|
2017
Q2 | $14.8M | Buy |
66,834
+8,581
| +15% | +$1.91M | 0.04% | 47 |
|
|
2017
Q1 | $12.6M | Buy |
58,253
+20,539
| +54% | +$4.44M | 0.04% | 54 |
|
|
2016
Q4 | $7.74M | Buy |
37,714
+14,953
| +66% | +$3.07M | 0.03% | 70 |
|
|
2016
Q3 | $4.52M | Buy |
22,761
+10,940
| +93% | +$2.17M | 0.02% | 94 |
|
|
2016
Q2 | $2.27M | Buy |
+11,821
| New | +$2.27M | 0.01% | 120 |
|