JONES FINANCIAL COMPANIES LLLP
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 815917
DES PERES, MO
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$779,494,873
+$134,668,626 QoQ
Shares Held
2,976,080
+19.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $779,494,873 | 2,976,080 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $644,826,247 | 2,499,811 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $671,051,530 | 2,639,026 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,650,454,081 | 6,964,529 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,476,324,573 | 6,657,608 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,761,952,575 | 7,332,914 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,711,198,307 | 7,213,854 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,535,036,703 | 7,040,161 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,554,930,441 | 6,802,268 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,409,551,308 | 6,607,375 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,231,107,939 | 6,511,387 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,286,923,114 | 6,470,527 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,417,395,091 | 7,477,290 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,367,905,631 | 7,452,902 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,619,332,939 | 9,474,770 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,673,763,000 | 9,504,077 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,330,571,464 | 10,966,363 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,692,548,211 | 11,913,403 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,525,570,493 | 11,549,689 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,509,279,477 | 11,138,492 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,361,817,689 | 11,032,407 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,293,594,775 | 11,781,358 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,901,817,898 | 12,365,526 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,857,988,432 | 12,750,401 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,672,410,332 | 14,487,269 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||