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
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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jones Financial Companies increased its Vesta Real Estate (VTMX) stake by 5,533% in Q1 2026, buying an estimated $27.2K and bringing the position to 845 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3166.

Jones Financial Companies first reported a position in VTMX in Q2 2024 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • Jones Financial Companies held 845 shares of Vesta Real Estate worth $27.6K as of Q1 2026.
  • Jones Financial Companies bought 830 Vesta Real Estate shares in Q1 2026, an estimated $27.2K.
  • Vesta Real Estate made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3166 holding.
  • Jones Financial Companies first reported a position in Vesta Real Estate in Q2 2024 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

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