Jones Financial Companies’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$104M	Buy	676,102 +178,422	+36%	+$27.2M	0.04%	239
2026 Q1	$67M	Buy	497,680 +199,468	+67%	+$28.7M	0.03%	281
2025 Q4	$42.1M	Buy	298,212 +59,019	+25%	+$8.25M	0.03%	202
2025 Q3	$32.7M	Buy	239,193 +41,185	+21%	+$5.47M	0.02%	214
2025 Q2	$25.3M	Buy	198,008 +52,910	+36%	+$6.33M	0.02%	220
2025 Q1	$16.8M	Buy	145,098 +35,622	+33%	+$4.26M	0.02%	234
2024 Q4	$12.9M	Buy	109,476 +22,165	+25%	+$2.66M	0.01%	222
2024 Q3	$10.4M	Buy	87,311 +33,239	+61%	+$3.82M	0.01%	202
2024 Q2	$6.09M	Buy	54,072 +19,520	+56%	+$2.15M	0.01%	189
2024 Q1	$3.82M	Buy	34,552 +9,230	+36%	+$976K	0.01%	159
2023 Q4	$2.61M	Buy	25,322 +1,289	+5%	+$124K	﹤0.01%	157
2023 Q3	$2.24M	Buy	24,033 +3,806	+19%	+$369K	﹤0.01%	151
2023 Q2	$1.96M	Buy	20,227 +1,275	+7%	+$120K	﹤0.01%	163
2023 Q1	$1.75M	Buy	18,952 +721	+4%	+$65.3K	﹤0.01%	167
2022 Q4	$1.57M	Buy	18,231 +8,627	+90%	+$737K	﹤0.01%	169
2022 Q3	$758K	Buy	9,604 +3,957	+70%	+$348K	﹤0.01%	171
2022 Q2	$495K	Buy	+5,647	New	+$522K	﹤0.01%	190

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard Total World Stock ETF (VT) stake by 36% in Q2 2026, buying an estimated $27.2M and bringing the position to 676,102 shares worth $104M. The position accounts for 0.04% of the portfolio, ranked #239.

Jones Financial Companies first reported a position in VT in Q2 2022 and has held it in 17 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Jones Financial Companies held 676,102 shares of Vanguard Total World Stock ETF worth $104M as of Q2 2026.
Jones Financial Companies bought 178,422 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $27.2M.
Vanguard Total World Stock ETF made up 0.04% of Jones Financial Companies's portfolio in Q2 2026, its #239 holding.
Jones Financial Companies first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 17 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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