Jones Financial Companies’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217M | Buy |
767,631
+44,027
| +6% | +$12.4M | 0.16% | 52 |
|
|
2025
Q1 | $177M | Buy |
723,604
+24,279
| +3% | +$5.93M | 0.16% | 51 |
|
|
2024
Q4 | $177M | Buy |
699,325
+15,146
| +2% | +$3.84M | 0.17% | 51 |
|
|
2024
Q3 | $166M | Buy |
684,179
+17,999
| +3% | +$4.37M | 0.17% | 47 |
|
|
2024
Q2 | $153M | Buy |
666,180
+18,773
| +3% | +$4.31M | 0.18% | 41 |
|
|
2024
Q1 | $153M | Sell |
647,407
-8,165
| -1% | -$1.93M | 0.21% | 38 |
|
|
2023
Q4 | $144M | Buy |
655,572
+28
| +0% | +$6.15K | 0.22% | 36 |
|
|
2023
Q3 | $128M | Sell |
655,544
-12,297
| -2% | -$2.4M | 0.21% | 35 |
|
|
2023
Q2 | $137M | Sell |
667,841
-42,901
| -6% | -$8.83M | 0.22% | 35 |
|
|
2023
Q1 | $139M | Sell |
710,742
-18,610
| -3% | -$3.63M | 0.23% | 34 |
|
|
2022
Q4 | $131M | Buy |
729,352
+2,949
| +0.4% | +$530K | 0.23% | 34 |
|
|
2022
Q3 | $124M | Sell |
726,403
-8,454
| -1% | -$1.44M | 0.23% | 33 |
|
|
2022
Q2 | $135M | Sell |
734,857
-9,220
| -1% | -$1.69M | 0.23% | 33 |
|
|
2022
Q1 | $165M | Buy |
744,077
+468,184
| +170% | +$104M | 0.25% | 34 |
|
|
2021
Q4 | $70.2M | Sell |
275,893
-4,588
| -2% | -$1.17M | 0.1% | 44 |
|
|
2021
Q3 | $69.6M | Sell |
280,481
-3,213
| -1% | -$797K | 0.1% | 44 |
|
|
2021
Q2 | $66.9M | Sell |
283,694
-1,045
| -0.4% | -$246K | 0.1% | 44 |
|
|
2021
Q1 | $60.9M | Sell |
284,739
-11,998
| -4% | -$2.57M | 0.1% | 44 |
|
|
2020
Q4 | $62.9M | Sell |
296,737
-31,416
| -10% | -$6.66M | 0.12% | 43 |
|
|
2020
Q3 | $57.9M | Sell |
328,153
-21,020
| -6% | -$3.71M | 0.12% | 42 |
|
|
2020
Q2 | $56.2M | Sell |
349,173
-15,380
| -4% | -$2.48M | 0.12% | 40 |
|
|
2020
Q1 | $45.9M | Buy |
364,553
+11,771
| +3% | +$1.48M | 0.11% | 42 |
|
|
2019
Q4 | $56M | Buy |
352,782
+230,369
| +188% | +$36.6M | 0.11% | 42 |
|
|
2019
Q3 | $18M | Sell |
122,413
-9,477
| -7% | -$1.39M | 0.04% | 52 |
|
|
2019
Q2 | $19.7M | Sell |
131,890
-18,035
| -12% | -$2.69M | 0.04% | 51 |
|
|
2019
Q1 | $21.4M | Buy |
149,925
+86,447
| +136% | +$12.3M | 0.05% | 49 |
|
|
2018
Q4 | $7.52M | Buy |
63,478
+3,708
| +6% | +$439K | 0.02% | 83 |
|
|
2018
Q3 | $8.52M | Buy |
59,770
+3,436
| +6% | +$490K | 0.02% | 80 |
|
|
2018
Q2 | $7.56M | Sell |
56,334
-1,229
| -2% | -$165K | 0.02% | 84 |
|
|
2018
Q1 | $7.46M | Sell |
57,563
-745
| -1% | -$96.6K | 0.02% | 79 |
|
|
2017
Q4 | $7.45M | Buy |
58,308
+483
| +0.8% | +$61.7K | 0.02% | 83 |
|
|
2017
Q3 | $7.04M | Buy |
57,825
+1,480
| +3% | +$180K | 0.02% | 83 |
|
|
2017
Q2 | $6.63M | Buy |
56,345
+1,456
| +3% | +$171K | 0.02% | 82 |
|
|
2017
Q1 | $6.2M | Sell |
54,889
-2,050
| -4% | -$232K | 0.02% | 85 |
|
|
2016
Q4 | $6.02M | Sell |
56,939
-737
| -1% | -$77.9K | 0.02% | 79 |
|
|
2016
Q3 | $6.14M | Sell |
57,676
-2,005
| -3% | -$213K | 0.02% | 77 |
|
|
2016
Q2 | $6.08M | Buy |
59,681
+1,143
| +2% | +$116K | 0.03% | 75 |
|
|
2016
Q1 | $5.87M | Buy |
58,538
+2,373
| +4% | +$238K | 0.03% | 72 |
|
|
2015
Q4 | $5.6M | Buy |
56,165
+6,670
| +13% | +$665K | 0.03% | 73 |
|
|
2015
Q3 | $4.81M | Buy |
49,495
+2,659
| +6% | +$259K | 0.03% | 75 |
|
|
2015
Q2 | $4.99M | Buy |
46,836
+4,140
| +10% | +$441K | 0.03% | 78 |
|
|
2015
Q1 | $4.61M | Buy |
42,696
+8,662
| +25% | +$936K | 0.03% | 85 |
|
|
2014
Q4 | $3.46M | Buy |
34,034
+2,240
| +7% | +$228K | 0.02% | 93 |
|
|
2014
Q3 | $3.06M | Buy |
31,794
+1,810
| +6% | +$174K | 0.02% | 100 |
|
|
2014
Q2 | $2.89M | Sell |
29,984
-82
| -0.3% | -$7.9K | 0.02% | 103 |
|
|
2014
Q1 | $2.78M | Buy |
30,066
+920
| +3% | +$85.2K | 0.02% | 102 |
|
|
2013
Q4 | $2.63M | Sell |
29,146
-578
| -2% | -$52.2K | 0.02% | 104 |
|
|
2013
Q3 | $2.53M | Buy |
29,724
+2,444
| +9% | +$208K | 0.02% | 102 |
|
|
2013
Q2 | $2.13M | Buy |
+27,280
| New | +$2.13M | 0.02% | 101 |
|