JONES FINANCIAL COMPANIES LLLP
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 815917
DES PERES, MO
Position in IVOG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,092,821
+$941,045 QoQ
Shares Held
14,305
+55.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 72 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVOG Over Time
Shares Held
Position Value (USD)
All Filings in IVOG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,092,821 | 14,305 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,151,776 | 9,212 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $703,530 | 5,853 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $486,642 | 4,073 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $297,042 | 2,628 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $117,613 | 1,140 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $108,295 | 961 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $96,518 | 842 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||