Back to JONES FINANCIAL COMPANIES LLLP JONES FINANCIAL COMPANIES LLLP

VOTVOT
31 quarters

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

JONES FINANCIAL COMPANIES LLLP holds 1.1M shares of VOT (VANGUARD MID-CAP GROWTH ETF), worth $328.7M as of 2026-Q2. The position was increased (+6.2% shares). VOT represents 0.1% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$328.7M

Current Shares

1.1M

Total Value Change

+$321.2M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+6.2%
$328.7M0.1%$306.30
39
2026-Q1
Increased
1M
+17.4%
$261.6M0.1%$274.95
43
2025-Q4
Increased
882,883
+9.5%
$246.4M0.2%$282.13
40
2025-Q3
Increased
806,462
+5.1%
$235M0.2%$292.78
39
2025-Q2
Increased
767,631
+6.1%
$216.8M0.2%$281.02
39
2025-Q1
Increased
723,604
+3.5%
$176.6M0.2%$242.97
38
2024-Q4
Increased
699,325
+2.2%
$177.5M0.2%$253.44
37
2024-Q3
Increased
684,179
+2.7%
$166.2M0.2%$240.83
37
2024-Q2
Increased
666,180
+2.9%
$152.9M0.2%$227.25
37
2024-Q1
Decreased
647,407
-1.3%
$152.7M0.2%$233.03
0
2023-Q4
Increased
655,572
0.0%
$143.9M0.2%$216.62
36
2023-Q3
Decreased
655,544
-1.8%
$127.7M0.2%$191.65
0
2023-Q2
Decreased
667,841
-6.0%
$137.4M0.2%$200.22
0
2023-Q1
Decreased
710,742
-2.5%
$138.5M0.2%$187.86
0
2022-Q4
Increased
729,352
+0.4%
$131.1M0.2%$175.96
36
2022-Q3
Decreased
726,403
-1.1%
$123.9M0.2%$167.91
0
2022-Q2
Decreased
734,857
-1.2%
$134.8M0.2%$172.70
0
2022-Q1
Increased
744,077
+169.7%
$164.6M0.2%$219.50
59
2021-Q4
Decreased
275,893
-1.6%
$70.2M0.1%$248.12
0
2021-Q3
Decreased
280,481
-1.1%
$69.6M0.1%$230.44
0
2021-Q2
Decreased
283,694
-0.4%
$66.9M0.1%$230.09
0
2021-Q1
Decreased
284,739
-4.0%
$60.9M0.1%$205.08
0
2020-Q4
Decreased
296,737
-9.6%
$62.9M0.1%$205.11
0
2020-Q3
Decreased
328,153
-6.0%
$57.9M0.1%$173.16
0
2020-Q2
Decreased
349,173
-4.2%
$56.2M0.1%$156.49
0
2020-Q1
Increased
364,553
+3.3%
$45.9M0.1%$124.45
36
2019-Q4
Increased
352,782
+188.2%
$56M0.1%$151.93
57
2019-Q3
Decreased
122,413
-7.2%
$18M0.0%$141.02
0
2019-Q2
Decreased
131,890
-12.0%
$19.7M0.0%$142.83
0
2019-Q1
Increased
149,925
+136.2%
$21.4M0.0%$136.33
46
2018-Q4
New
63,478
-
$7.5M0.0%$112.85
38

Other major holders of VOT: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, ROYAL BANK OF CANADA, MORGAN STANLEY

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