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VTESVTES
7 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in VANGUARD WELLINGTON FD

JONES FINANCIAL COMPANIES LLLP holds 94,954 shares of VTES (VANGUARD WELLINGTON FD), worth $9.6M as of 2026-Q2. The position was increased (+26.0% shares). VTES represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$9.6M

Current Shares

94,954

Total Value Change

+$9.1M

Total Shares Change

+89,786

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
94,954
+26.0%
$9.6M0.0%$100.86
34
2026-Q1
Increased
75,361
+11.9%
$7.6M0.0%$100.03
31
2025-Q4
Increased
67,354
+55.5%
$6.8M0.0%$100.01
39
2025-Q3
Increased
43,319
+99.1%
$4.4M0.0%$99.43
43
2025-Q2
Increased
21,755
+126.5%
$2.2M0.0%$97.77
42
2025-Q1
Increased
9,607
+85.9%
$963,7740.0%$96.69
39
2024-Q4
New
5,168
-
$518,0920.0%$95.99
33

Other major holders of VTES: MERCER GLOBAL ADVISORS INC /ADV

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