Jones Financial Companies
VTHR icon

Jones Financial Companies’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Jones Financial Companies’s Portfolio VTHR Stock Details VTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256K Buy
789
+273
+53% +$87.3K ﹤0.01% 2475
2026
Q1 		$145K Buy
516
+1
+0.2% +$301 ﹤0.01% 2517
2025
Q4 		$155K Sell
515
-79
-13% -$23.6K ﹤0.01% 2027
2025
Q3 		$174K Buy
594
+43
+8% +$12.2K ﹤0.01% 1846
2025
Q2 		$150K Buy
551
+502
+1,024% +$127K ﹤0.01% 1773
2025
Q1 		$12K Buy
49
+15
+44% +$3.91K ﹤0.01% 2633
2024
Q4 		$8.83K Buy
+34
New +$8.9K ﹤0.01% 2571

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard Russell 3000 ETF (VTHR) stake by 53% in Q2 2026, buying an estimated $87.3K and bringing the position to 789 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

Jones Financial Companies first reported a position in VTHR in Q4 2024 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Jones Financial Companies held 789 shares of Vanguard Russell 3000 ETF worth $256K as of Q2 2026.
  • Jones Financial Companies bought 273 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $87.3K.
  • Vanguard Russell 3000 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2475 holding.
  • Jones Financial Companies first reported a position in Vanguard Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

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