Jones Financial Companies’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Jones Financial Companies’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.3M	Buy	455,097 +71,835	+19%	+$5.7M	0.01%	494
2026 Q1	$25.2M	Buy	383,262 +93,228	+32%	+$6.74M	0.01%	525
2025 Q4	$21.5M	Buy	290,034 +62,220	+27%	+$4.58M	0.01%	310
2025 Q3	$16.4M	Buy	227,814 +26,376	+13%	+$1.82M	0.01%	324
2025 Q2	$13.3M	Buy	201,438 +47,136	+31%	+$2.8M	0.01%	319
2025 Q1	$8.58M	Buy	154,302 +40,080	+35%	+$2.43M	0.01%	336
2024 Q4	$6.97M	Buy	114,222 +22,260	+24%	+$1.34M	0.01%	309
2024 Q3	$5.27M	Buy	91,962 +41,778	+83%	+$2.32M	0.01%	286
2024 Q2	$2.79M	Buy	50,184 +47,244	+1,607%	+$2.45M	﹤0.01%	275
2024 Q1	$149K	Buy	+2,940	New	+$142K	﹤0.01%	511

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 19% in Q2 2026, buying an estimated $5.7M and bringing the position to 455,097 shares worth $36.3M. The position accounts for 0.01% of the portfolio, ranked #494.

Jones Financial Companies first reported a position in VOOG in Q1 2024 and has held it in 10 quarters since. 756 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Jones Financial Companies held 455,097 shares of Vanguard S&P 500 Growth ETF worth $36.3M as of Q2 2026.
Jones Financial Companies bought 71,835 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $5.7M.
Vanguard S&P 500 Growth ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #494 holding.
Jones Financial Companies first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
756 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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