Position history for JONES FINANCIAL COMPANIES LLLP's holdings in VANGUARD TAX-MANAGED FDS
JONES FINANCIAL COMPANIES LLLP holds 55M shares of VEA (VANGUARD TAX-MANAGED FDS), worth $3.4B as of 2026-Q1. The position was increased (+4.0% shares). VEA represents 1.6% of JONES FINANCIAL COMPANIES LLLP's portfolio.
Current Value
$3.4B
Current Shares
55M
Total Value Change
+$199.9M
Total Shares Change
-10.1M
Other major holders of VEA: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 55M |
+4.0% |
| $3.4B |
| 1.6% |
| $66.61 |
52 |
| 2025-Q4 | Increased | 52.9M | +3.1% | $3.3B | 2.0% | $62.79 | 56 |
| 2025-Q3 | Increased | 51.3M | +3.6% | $3B | 2.1% | $58.72 | 57 |
| 2025-Q2 | Decreased | 49.5M | -8.5% | $2.8B | 2.1% | $55.62 | 0 |
| 2025-Q1 | Decreased | 54.1M | -11.9% | $2.8B | 2.5% | $49.75 | 0 |
| 2024-Q4 | Decreased | 61.5M | -8.4% | $2.9B | 2.8% | $46.21 | 0 |
| 2024-Q3 | Increased | 67.1M | +3.0% | $3.6B | 3.6% | $50.45 | 60 |
| 2024-Q2 | Decreased | 65.1M | -18.8% | $3.2B | 3.7% | $46.93 | 0 |