JONES FINANCIAL COMPANIES LLLP VV Vanguard Large Cap ETF ETF

Ownership history in JONES FINANCIAL COMPANIES LLLP  ·  61 quarters on record

AI Ownership Summary

JONES FINANCIAL COMPANIES LLLP reported Vanguard Large Cap ETF ETF (VV) in 61 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 5.49% in 2024 Q1. The latest visible filing shows VV at 2.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JONES FINANCIAL COMPANIES LLLP's position in Vanguard Large Cap ETF ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VV was reported at 2.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.49% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JONES FINANCIAL COMPANIES LLLP held VV — position size vs. price
% of Fund (quarterly)    VV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 18,664,465 +825,260 +4.6% 2.61% $5.44B 2026-05-15 $338.85
2025 Q4 ADDED 17,839,205 +514,854 +3.0% 3.42% $5.62B 2026-02-17 $312.01
2025 Q3 ADDED 17,324,351 +536,162 +3.2% 3.62% $5.31B 2025-11-14 (Est.) $307.80
2025 Q2 ADDED 16,788,189 +820,818 +5.1% 3.62% $4.78B 2025-08-13 $294.38
2025 Q1 ADDED 15,967,371 +50,319 +0.3% 3.65% $4.08B 2025-05-16 $270.04
2024 Q4 REDUCED 8.5% -4.4% 15,917,052 -1,474,630 -8.5% 4.08% $4.29B 2025-02-06 $275.09
2024 Q3 ADDED 17,391,682 +243,670 +1.4% 4.68% $4.56B 2024-11-12 $269.04
2024 Q2 ADDED 17,148,012 +338,808 +2.0% 4.95% $4.28B 2024-08-14 $243.60
2024 Q1 ADDED 16,809,204 +144,384 +0.9% 5.49% $4.03B 2024-05-14 $233.54
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JONES FINANCIAL COMPANIES LLLP and VV

These are the practical questions this page is built to answer before you even open the full history table.

How long has JONES FINANCIAL COMPANIES LLLP reported owning VV?

JONES FINANCIAL COMPANIES LLLP reported VV across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VV position in JONES FINANCIAL COMPANIES LLLP's portfolio?

The largest reported portfolio weight for VV was 5.49% in 2024 Q1.

What is the latest reported VV position on this page?

The most recent filing on this page is 2026 Q1, when JONES FINANCIAL COMPANIES LLLP reported 18,664,465 shares, equal to 2.61% of portfolio, with an estimated market value of $5.44B.

What does the chart on this VV ownership page compare?

The chart compares JONES FINANCIAL COMPANIES LLLP's quarterly VV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JONES FINANCIAL COMPANIES LLLP time their VV position?

Based on 13F filing dates vs. subsequent VV price moves, JONES FINANCIAL COMPANIES LLLP correctly timed 37 out of 60 reported position changes (62%). The annualised alpha on VV relative to SPY over the holding period was +-0.0%.

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