Jones Financial Companies
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Jones Financial Companies’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Jones Financial Companies’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$766K Buy
3,415
+1,857
+119% +$451K ﹤0.01% 1833
2025
Q4 		$368K Buy
1,558
+515
+49% +$122K ﹤0.01% 1637
2025
Q3 		$243K Buy
1,043
+110
+12% +$24.2K ﹤0.01% 1712
2025
Q2 		$194K Buy
933
+312
+50% +$60K ﹤0.01% 1675
2025
Q1 		$117K Buy
621
+571
+1,142% +$118K ﹤0.01% 1709
2024
Q4 		$10.5K Hold
50
– – ﹤0.01% 2511
2024
Q3 		$10.3K Buy
50
+8
+19% +$1.6K ﹤0.01% 2198
2024
Q2 		$8.02K Hold
42
– – ﹤0.01% 1819
2024
Q1 		$8.28K Hold
42
– – ﹤0.01% 1096
2023
Q4 		$7.71K Buy
+42
New +$6.89K ﹤0.01% 711
2021
Q4 		– Sell
-222
Closed -$48K – 782
2021
Q3 		$48K Buy
+222
New +$48.6K ﹤0.01% 328

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard Russell 2000 Growth ETF (VTWG) stake by 119% in Q1 2026, buying an estimated $451K and bringing the position to 3,415 shares worth $766K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Jones Financial Companies first reported a position in VTWG in Q3 2021 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold VTWG as of Q1 2026.

  • Jones Financial Companies held 3,415 shares of Vanguard Russell 2000 Growth ETF worth $766K as of Q1 2026.
  • Jones Financial Companies bought 1,857 Vanguard Russell 2000 Growth ETF shares in Q1 2026, an estimated $451K.
  • Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1833 holding.
  • Jones Financial Companies first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2021 and has held it in 11 quarters since.
  • 204 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2026.

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