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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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