Jones Financial Companies
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Jones Financial Companies’s Vesta Real Estate VTMX Stock Holding History

Jones Financial Companies’s Portfolio VTMX Stock Details VTMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.4K Buy
1,252
+407
+48% +$14.1K ﹤0.01% 3203
2026
Q1 		$27.6K Buy
845
+830
+5,533% +$27.2K ﹤0.01% 3166
2025
Q4 		$457 Buy
+15
New +$444 ﹤0.01% 4179
2025
Q3 		– Sell
-23
Closed -$627 – 4385
2025
Q2 		$627 Buy
+23
New +$617 ﹤0.01% 3765
2024
Q3 		– Sell
-23
Closed -$690 – 3123
2024
Q2 		$690 Buy
+23
New +$804 ﹤0.01% 2315

Other funds holding VTMX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 42.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jones Financial Companies increased its Vesta Real Estate (VTMX) stake by 48% in Q2 2026, buying an estimated $14.1K and bringing the position to 1,252 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3203.

Jones Financial Companies first reported a position in VTMX in Q2 2024 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Jones Financial Companies held 1,252 shares of Vesta Real Estate worth $42.4K as of Q2 2026.
  • Jones Financial Companies bought 407 Vesta Real Estate shares in Q2 2026, an estimated $14.1K.
  • Vesta Real Estate made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3203 holding.
  • Jones Financial Companies first reported a position in Vesta Real Estate in Q2 2024 and has held it in 5 quarters since.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

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