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Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in VANGUARD SMALL-CAP GRWTH ETF

JONES FINANCIAL COMPANIES LLLP holds 638,366 shares of VBK (VANGUARD SMALL-CAP GRWTH ETF), worth $228.3M as of 2026-Q2. The position was increased (+3.5% shares). VBK represents 0.1% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$228.3M

Current Shares

638,366

Total Value Change

-$294.9M

Total Shares Change

-1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
638,366
+3.5%
$228.3M0.1%$365.70
32
2026-Q1
Increased
617,063
+19.8%
$182M0.1%$316.75
36
2025-Q4
Decreased
515,197
-8.4%
$155.6M0.1%$305.11
0
2025-Q3
Decreased
562,371
-18.4%
$167.7M0.1%$297.98
0
2025-Q2
Increased
688,885
+6.6%
$190.2M0.1%$274.96
39
2025-Q1
Decreased
646,506
-66.2%
$163.5M0.1%$251.90
0
2024-Q4
Decreased
1.9M
-2.2%
$535.6M0.5%$278.85
0
2024-Q3
Decreased
2M
-0.7%
$523.2M0.5%$265.73
0

Other major holders of VBK: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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