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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$877M Buy
10,068,578
+3,206,544
+47% +$279M 0.66% 19
2025
Q1
$556M Buy
6,862,034
+4,138,846
+152% +$335M 0.5% 24
2024
Q4
$243M Buy
2,723,188
+293,859
+12% +$26.3M 0.23% 44
2024
Q3
$216M Buy
2,429,329
+245,882
+11% +$21.9M 0.22% 39
2024
Q2
$179M Buy
2,183,447
+442,073
+25% +$36.2M 0.21% 38
2024
Q1
$148M Buy
1,741,374
+33,357
+2% +$2.84M 0.2% 39
2023
Q4
$139M Buy
1,708,017
+266,190
+18% +$21.6M 0.21% 37
2023
Q3
$103M Buy
1,441,827
+235,311
+20% +$16.8M 0.17% 39
2023
Q2
$91.2M Buy
1,206,516
+249,758
+26% +$18.9M 0.15% 42
2023
Q1
$69M Buy
956,758
+230,989
+32% +$16.6M 0.11% 44
2022
Q4
$51.1M Buy
725,769
+725,017
+96,412% +$51M 0.09% 45
2022
Q3
$50K Hold
752
﹤0.01% 329
2022
Q2
$51K Buy
+752
New +$51K ﹤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 Buy
260
+130
+100% +$12K ﹤0.01% 386
2021
Q1
$23K Buy
+130
New +$23K ﹤0.01% 441