Jones Financial Companies
VTWO icon

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

Jones Financial Companies’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355M Sell
2,947,269
-1,250,406
-30% -$142M 0.14% 72
2026
Q1 		$412M Buy
4,197,675
+3,220,846
+330% +$336M 0.2% 54
2025
Q4 		$97.2M Sell
976,829
-1,112,664
-53% -$111M 0.06% 104
2025
Q3 		$204M Sell
2,089,493
-7,979,085
-79% -$741M 0.14% 55
2025
Q2 		$877M Buy
10,068,578
+3,206,544
+47% +$261M 0.66% 19
2025
Q1 		$556M Buy
6,862,034
+4,138,846
+152% +$363M 0.5% 24
2024
Q4 		$243M Buy
2,723,188
+293,859
+12% +$27.1M 0.23% 44
2024
Q3 		$216M Buy
2,429,329
+245,882
+11% +$21.3M 0.22% 39
2024
Q2 		$179M Buy
2,183,447
+442,073
+25% +$36.1M 0.21% 38
2024
Q1 		$148M Buy
1,741,374
+33,357
+2% +$2.69M 0.2% 39
2023
Q4 		$139M Buy
1,708,017
+266,190
+18% +$19.3M 0.21% 37
2023
Q3 		$103M Buy
1,441,827
+235,311
+20% +$17.9M 0.17% 39
2023
Q2 		$91.2M Buy
1,206,516
+249,758
+26% +$18M 0.15% 42
2023
Q1 		$69M Buy
956,758
+230,989
+32% +$17.2M 0.11% 44
2022
Q4 		$51.1M Buy
725,769
+725,017
+96,412% +$52.1M 0.09% 45
2022
Q3 		$50K Hold
752
– – ﹤0.01% 329
2022
Q2 		$51K Buy
+752
New +$56K ﹤0.01% 333
2022
Q1 		– Sell
-260
Closed -$23K – 850
2021
Q4 		$23K Hold
260
– – ﹤0.01% 448
2021
Q3 		$23K Hold
260
– – ﹤0.01% 412
2021
Q2 		$24K Hold
260
– – ﹤0.01% 386
2021
Q1 		$23K Buy
+260
New +$22.9K ﹤0.01% 441

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

Jones Financial Companies reduced its Vanguard Russell 2000 ETF (VTWO) stake by 30% in Q2 2026, selling an estimated $142M and leaving 2,947,269 shares worth $355M. The position accounts for 0.14% of the portfolio, ranked #72.

Jones Financial Companies first reported a position in VTWO in Q1 2021 and has held it in 21 quarters since. The position peaked at $877M in Q2 2025. 739 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Jones Financial Companies held 2,947,269 shares of Vanguard Russell 2000 ETF worth $355M as of Q2 2026.
  • Jones Financial Companies sold 1,250,406 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $142M.
  • Vanguard Russell 2000 ETF made up 0.14% of Jones Financial Companies's portfolio in Q2 2026, its #72 holding.
  • Jones Financial Companies first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
  • Jones Financial Companies's Vanguard Russell 2000 ETF position peaked at $877M in Q2 2025.
  • 739 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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