Jones Financial Companies’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$262M Buy
1,036,302
+153,419
+17% +$42.1M 0.13% 79
2025
Q4
$246M Buy
882,883
+76,421
+9% +$21.9M 0.15% 54
2025
Q3
$235M Buy
806,462
+38,831
+5% +$11.2M 0.16% 51
2025
Q2
$217M Buy
767,631
+44,027
+6% +$11.4M 0.16% 52
2025
Q1
$177M Buy
723,604
+24,279
+3% +$6.31M 0.16% 51
2024
Q4
$177M Buy
699,325
+15,146
+2% +$3.9M 0.17% 51
2024
Q3
$166M Buy
684,179
+17,999
+3% +$4.19M 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% -$1.83M 0.21% 38
2023
Q4
$144M Buy
655,572
+28
+0% +$5.6K 0.22% 36
2023
Q3
$128M Sell
655,544
-12,297
-2% -$2.51M 0.21% 35
2023
Q2
$137M Sell
667,841
-42,901
-6% -$8.31M 0.22% 35
2023
Q1
$139M Sell
710,742
-18,610
-3% -$3.56M 0.23% 34
2022
Q4
$131M Buy
729,352
+2,949
+0.4% +$534K 0.23% 34
2022
Q3
$124M Sell
726,403
-8,454
-1% -$1.6M 0.23% 33
2022
Q2
$135M Sell
734,857
-9,220
-1% -$1.78M 0.23% 33
2022
Q1
$165M Buy
744,077
+468,184
+170% +$103M 0.25% 34
2021
Q4
$70.2M Sell
275,893
-4,588
-2% -$1.16M 0.1% 44
2021
Q3
$69.6M Sell
280,481
-3,213
-1% -$778K 0.1% 44
2021
Q2
$66.9M Sell
283,694
-1,045
-0.4% -$234K 0.1% 44
2021
Q1
$60.9M Sell
284,739
-11,998
-4% -$2.6M 0.1% 44
2020
Q4
$62.9M Sell
296,737
-31,416
-10% -$6.19M 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% -$2.33M 0.12% 40
2020
Q1
$45.9M Buy
364,553
+11,771
+3% +$1.79M 0.11% 42
2019
Q4
$56M Buy
352,782
+230,369
+188% +$35.1M 0.11% 42
2019
Q3
$18M Sell
122,413
-9,477
-7% -$1.42M 0.04% 52
2019
Q2
$19.7M Sell
131,890
-18,035
-12% -$2.63M 0.04% 51
2019
Q1
$21.4M Buy
149,925
+86,447
+136% +$11.6M 0.05% 49
2018
Q4
$7.52M Buy
63,478
+3,708
+6% +$476K 0.02% 83
2018
Q3
$8.52M Buy
59,770
+3,436
+6% +$481K 0.02% 80
2018
Q2
$7.56M Sell
56,334
-1,229
-2% -$163K 0.02% 84
2018
Q1
$7.46M Sell
57,563
-745
-1% -$97.9K 0.02% 79
2017
Q4
$7.45M Buy
58,308
+483
+0.8% +$60.6K 0.02% 83
2017
Q3
$7.04M Buy
57,825
+1,480
+3% +$176K 0.02% 83
2017
Q2
$6.63M Buy
56,345
+1,456
+3% +$169K 0.02% 82
2017
Q1
$6.2M Sell
54,889
-2,050
-4% -$228K 0.02% 85
2016
Q4
$6.02M Sell
56,939
-737
-1% -$77.3K 0.02% 79
2016
Q3
$6.14M Sell
57,676
-2,005
-3% -$212K 0.02% 77
2016
Q2
$6.08M Buy
59,681
+1,143
+2% +$115K 0.03% 75
2016
Q1
$5.87M Buy
58,538
+2,373
+4% +$221K 0.03% 72
2015
Q4
$5.6M Buy
56,165
+6,670
+13% +$676K 0.03% 73
2015
Q3
$4.81M Buy
49,495
+2,659
+6% +$277K 0.03% 75
2015
Q2
$4.99M Buy
46,836
+4,140
+10% +$448K 0.03% 78
2015
Q1
$4.61M Buy
42,696
+8,662
+25% +$902K 0.03% 85
2014
Q4
$3.46M Buy
34,034
+2,240
+7% +$221K 0.02% 93
2014
Q3
$3.06M Buy
31,794
+1,810
+6% +$175K 0.02% 100
2014
Q2
$2.89M Sell
29,984
-82
-0.3% -$7.58K 0.02% 103
2014
Q1
$2.78M Buy
30,066
+920
+3% +$84.1K 0.02% 102
2013
Q4
$2.63M Sell
29,146
-578
-2% -$50.5K 0.02% 104
2013
Q3
$2.53M Buy
29,724
+2,444
+9% +$202K 0.02% 102
2013
Q2
$2.13M Buy
+27,280
New +$2.13M 0.02% 101

Other funds holding VOT

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

Jones Financial Companies increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 17% in Q1 2026, buying an estimated $42.1M and bringing the position to 1,036,302 shares worth $262M. The position accounts for 0.13% of the portfolio, ranked #79.

Jones Financial Companies first reported a position in VOT in Q2 2013 and has held it in 52 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Jones Financial Companies held 1,036,302 shares of Vanguard Mid-Cap Growth ETF worth $262M as of Q1 2026.
  • Jones Financial Companies bought 153,419 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $42.1M.
  • Vanguard Mid-Cap Growth ETF made up 0.13% of Jones Financial Companies's portfolio in Q1 2026, its #79 holding.
  • Jones Financial Companies first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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