Jones Financial Companies LLLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Jones Financial Companies LLLP reported 3,408 stock positions worth $105.2 billion. Its top holding was iShares Core U.S. Aggregate (AGG) at 11.9% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 11.1%) and Vanguard Mrngstr Val ETF-Aui (VTV, 8.7%). Compared with Q3 2024, it opened 534 new positions, sold out of 145, added to 2,294 and reduced 253. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +23%) and the biggest sale Avantis Intl S/C Value ETF (AVDV, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- DES PERES, MO
- CIK
- 0000815917
- Portfolio Value
- $105.2B (Q4 2024)
- SEC Filing
- 0000950123-25-000990 ↗ filed Feb 6, 2025
Holdings Value
Holdings 3,408 stocks · $105.2B
| AGG iShares Core U.S. Aggregate | 11.88% | 128,947,585 | $12.5B | Add +6.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.15% | 28,577,762 | $11.7B | Add +23.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.67% | 53,858,087 | $9.1B | Add +3.2% |
| IVV iShares Core S&P 500 ETF | 6.74% | 12,051,651 | $7.1B | Add +4.1% |
| IEFA iShares Core MSCI Eafe ETF | 5.92% | 88,571,458 | $6.2B | Add +1.3% |
| IWR iShares Russell Mid-Cap ETF | 5.23% | 62,207,278 | $5.5B | Add +44.7% |
| VOO Vanguard S&P 500 ETF | 4.81% | 9,387,695 | $5.1B | Add +3.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.38% | 17,440,379 | $4.6B | Add +20.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 4.08% | 15,917,052 | $4.3B | Reduce -8.5% |
| IWB iShares Russell 1000 ETF | 2.98% | 9,740,751 | $3.1B | Add +5.0% |
| VEA Vanguard Ftse Developed ETF | 2.79% | 61,462,419 | $2.9B | Reduce -8.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.60% | 60,525,582 | $2.7B | Add +12.2% |
| IWM iShares Russell 2000 ETF | 1.77% | 8,441,577 | $1.9B | Add +4.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.67% | 7,332,914 | $1.8B | Add +1.6% |
| IWS iShares Russell Mid-Cap Valu | 1.15% | 9,320,249 | $1.2B | Add +6.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.02% | 15,584,437 | $1.1B | Add +14332.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.84% | 14,028,166 | $885.9M | Add +4.0% |
| IUSG iShares Core S&P U.S. Growth | 0.83% | 6,294,142 | $877.1M | Reduce -11.1% |
| IWD iShares Russell 1000 Value E | 0.70% | 3,985,097 | $737.8M | Reduce -35.5% |
| USHY iShares Broad Usd High Yield | 0.68% | 19,425,031 | $714.6M | Add +7.2% |
| EMB iShares JP Morgan Usd Emergi | 0.66% | 7,783,673 | $693.1M | Add +1.3% |
| EFV iShares MSCI Eafe Value ETF | 0.63% | 12,598,311 | $661.0M | Reduce -14.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.62% | 6,738,037 | $652.4M | Reduce -12.4% |
| IVW iShares S&P 500 Growth ETF | 0.57% | 5,888,244 | $597.8M | Reduce -29.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.56% | 9,715,329 | $590.2M | Reduce -25.6% |
| IWP iShares Russell Mid-Cap Grow | 0.55% | 4,537,638 | $575.1M | Add +3.0% |
| OEF iShares S&P 100 ETF | 0.53% | 1,924,969 | $556.0M | Add +2.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.51% | 1,912,378 | $535.6M | Reduce -2.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.45% | 2,400,592 | $475.7M | Add +0.8% |
| IWN iShares Russell 2000 Value E | 0.43% | 2,729,738 | $448.1M | Add +5.6% |
| DFIS Dimensional International SM | 0.41% | 17,716,121 | $435.0M | Reduce -20.1% |
| IUSV iShares Core S&P U.S. Value | 0.38% | 4,306,885 | $398.8M | Add +10.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.37% | 2,419,536 | $391.4M | Add +2.4% |
| AVDV Avantis Intl S/C Value ETF | 0.36% | 5,892,052 | $383.5M | Reduce -65.7% |
| AAPL Apple Inc. | 0.35% | 1,463,971 | $366.6M | Add +33.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 607,400 | $356.0M | Add +15.0% |
| MSFT Microsoft Corp. | 0.33% | 818,188 | $344.9M | Add +38.3% |
| IAGG iShares Intl Aggregate Bond | 0.33% | 6,887,870 | $343.8M | Add +9.8% |
| AMZN Amazon.com Inc. | 0.31% | 1,504,944 | $330.2M | Add +40.6% |
| EFA iShares MSCI Eafe ETF | 0.31% | 4,351,905 | $329.0M | Reduce -19.1% |
| NVDA Nvidia Corp. | 0.29% | 2,306,508 | $309.7M | Add +30.5% |
| DGRO iShares Core Dividend Growth | 0.25% | 4,224,958 | $259.2M | Add +36.6% |
| GOOGL Alphabet Inc. Class A | 0.24% | 1,326,410 | $251.1M | Add +37.0% |
| VTWO Vanguard Russell 2000 ETF | 0.23% | 2,723,188 | $243.3M | Add +12.1% |
| BND Vanguard Total Bond Market | 0.22% | 3,189,832 | $229.4M | Add +11.5% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 3,598,079 | $224.2M | Add +16.6% |
| AVGO Broadcom Inc. | 0.21% | 961,987 | $223.0M | Add +30.2% |
| VYM Vanguard High DVD Yield ETF | 0.20% | 1,630,781 | $208.1M | Add +13.9% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 1,734,575 | $199.9M | Add +17.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.17% | 852,304 | $179.4M | Add +58.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.17% | 699,325 | $177.5M | Add +2.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 3,442,958 | $172.6M | Add +19.9% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 860,651 | $168.5M | Add +23.1% |
| MUB iShares National Muni Bond E | 0.15% | 1,516,730 | $161.6M | Add +25.6% |
| JPM JPMorgan Chase & Co. | 0.14% | 601,772 | $144.3M | Add +35.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.13% | 2,328,337 | $133.7M | Add +6.2% |
| V Visa Inc. Class A | 0.12% | 400,306 | $126.5M | Add +29.9% |
| IWF iShares Russell 1000 Growth | 0.12% | 308,063 | $123.7M | Add +16.8% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 2,756,003 | $121.4M | Add +5.1% |
| META Meta Platforms Inc. Class A | 0.11% | 204,518 | $119.7M | Add +44.1% |
| BIV Vanguard Intermediate-Term B | 0.11% | 1,508,819 | $112.8M | Add +8.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 236,852 | $107.4M | Add +37.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 342,879 | $99.4M | Add +17.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.09% | 2,685,061 | $94.7M | Add +73.0% |
| PG The Procter & Gamble Co. | 0.08% | 532,288 | $89.2M | Add +37.9% |
| CRM Salesforce Inc. | 0.08% | 262,971 | $87.9M | Add +30.2% |
| LLY Eli Lilly & Co. | 0.08% | 113,685 | $87.8M | Add +30.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 168,892 | $86.3M | Add +76.9% |
| BSV Vanguard Short-Term Bond ETF | 0.08% | 1,080,470 | $83.5M | Add +3.0% |
| CGGR Cap Group Growth Equity | 0.08% | 2,225,640 | $82.7M | Add +49.7% |
| CVX Chevron Corp. | 0.08% | 554,349 | $80.3M | Add +37.8% |
| LOW Lowe's Cos Inc. | 0.07% | 315,313 | $77.8M | Add +28.9% |
| JNJ Johnson & Johnson | 0.06% | 456,747 | $66.1M | Add +30.5% |
| SCHF Schwab Intl Equity ETF | 0.06% | 3,540,054 | $65.5M | Add +19.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.06% | 562,985 | $64.5M | Add +10.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.06% | 680,945 | $63.1M | Add +62.0% |
| TSLA Tesla Inc. | 0.06% | 154,129 | $62.2M | Add +37.0% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.06% | 1,750,757 | $61.2M | Add +63.7% |
| MRK Merck & Co. Inc. | 0.06% | 606,467 | $60.3M | Add +33.5% |
| RTX RTX Corp. | 0.06% | 519,058 | $60.1M | Add +30.9% |
| COST Costco Wholesale Corp. | 0.05% | 62,476 | $57.2M | Add +40.1% |
| DE Deere & Co. | 0.05% | 134,393 | $56.9M | Add +29.2% |
| DUK Duke Energy Corp. | 0.05% | 511,521 | $55.1M | Add +43.8% |
| PEP Pepsico Inc. | 0.05% | 356,486 | $54.2M | Add +38.6% |
| NOW ServiceNow Inc. | 0.05% | 50,145 | $53.2M | Add +27.4% |
| AVEM Avantis Emerging Markets Eq | 0.05% | 880,464 | $51.8M | Add +129.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.05% | 121,134 | $51.5M | Add +27.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.05% | 766,218 | $51.4M | Add +66.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.05% | 908,942 | $51.3M | Add +53.6% |
| IVE iShares S&P 500 Value ETF | 0.05% | 264,511 | $50.5M | Add +32.2% |
| IEMG iShares Core MSCI Emerging | 0.05% | 961,106 | $50.2M | Add +35.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.05% | 726,347 | $49.3M | Add +25.6% |
| PFE Pfizer Inc. | 0.05% | 1,825,952 | $48.4M | Add +36.3% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 86,915 | $45.2M | Add +27.5% |
| VIGI Vanguard Int Div App Indx FD | 0.04% | 549,880 | $44.0M | Add +32.0% |
| BLK BlackRock Inc. | 0.04% | 42,779 | $43.9M | Reduce -10.2% |
| MDT Medtronic PLC | 0.04% | 522,027 | $41.7M | Add +35.2% |
| LMT Lockheed Martin Corp. | 0.04% | 85,740 | $41.7M | Add +33.3% |
| IXUS iShares Core Intl Stock ETF | 0.04% | 623,069 | $41.2M | Add +11.2% |
| MCD McDonald's Corp. | 0.04% | 139,463 | $40.4M | Add +36.6% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $363K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 200 | $239K | Add +194.1% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 74 | $90K | Reduce -17.8% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 1,238 | $34K | Add +1409.8% |
Total filed on the 13F, all lines: $105.2B.
Portfolio Sells Q3 2024 → Q4 2024
| AVDV Avantis Intl S/C Value ETF | Reduce -65.7% | 0.36% | −0.88 |
| VEA Vanguard Ftse Developed ETF | Reduce -8.4% | 2.79% | −0.85 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -8.5% | 4.08% | −0.59 |
| IWD iShares Russell 1000 Value E | Reduce -35.5% | 0.70% | −0.50 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -25.6% | 0.56% | −0.35 |
| IVW iShares S&P 500 Growth ETF | Reduce -29.3% | 0.57% | −0.25 |
| EFV iShares MSCI Eafe Value ETF | Reduce -14.0% | 0.63% | −0.24 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -12.4% | 0.62% | −0.23 |
| DFIS Dimensional International SM | Reduce -20.1% | 0.41% | −0.20 |
| EFA iShares MSCI Eafe ETF | Reduce -19.1% | 0.31% | −0.15 |
| IUSG iShares Core S&P U.S. Growth | Reduce -11.1% | 0.83% | −0.12 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.2% | 0.51% | −0.03 |
| BLK BlackRock Inc. | Reduce -10.2% | 0.04% | −0.00 |
| INSIGHT SELECT INCOME FUND | Reduce -85.4% | 0.00% | −0.00 |
| ENPH Enphase Energy Inc. | Reduce -19.6% | 0.00% | −0.00 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.00 |
| RWO State Street SPDR Dow Jones | Reduce -0.4% | 0.01% | −0.00 |
| NIM Nuveen Select Maturit Muni | Reduce -23.9% | 0.00% | −0.00 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.00 |
| IXC iShares Global Energy ETF | Reduce -24.1% | 0.00% | −0.00 |
| VKQ Invesco Municipal Trust | Sold out | 0.00% | −0.00 |
| BSJO Invesco Bulletshares 2024 HY | Sold out | 0.00% | −0.00 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.00 |
| PCG P G & E Corp. | Reduce -39.4% | 0.00% | −0.00 |
| ETSY Etsy Inc. | Reduce -22.6% | 0.00% | −0.00 |
| HES Hess Corp. | Reduce -20.5% | 0.00% | −0.00 |
| MBB iShares MBS ETF | Reduce -0.4% | 0.00% | −0.00 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.00 |
| NEM Newmont Corp. | Reduce -0.9% | 0.00% | −0.00 |
| UYG Proshares Ultra Financials | Sold out | 0.00% | −0.00 |
| UPBD Upbound Group Inc. | Reduce -51.1% | 0.00% | −0.00 |
| SOBO South Bow Corp. | Reduce -46.1% | 0.00% | −0.00 |
| AVLV Avantis US Large Cap Value | Reduce -1.9% | 0.00% | −0.00 |
| BBN BlackRock Taxable Muni BND | Sold out | 0.00% | −0.00 |
| HYT BlackRock Corp. Hi YLD | Reduce -91.9% | 0.00% | −0.00 |
| CTLT Catalent Inc. | Sold out | 0.00% | −0.00 |
| DRIV Global X Autonomous&elec-ETF | Reduce -67.2% | 0.00% | −0.00 |
| IDXX Idexx Laboratories Inc. | Reduce -24.6% | 0.00% | −0.00 |
| SJM The JM Smucker Co. | Reduce -26.9% | 0.00% | −0.00 |
| SONY Sony Group Corp. - SP ADR | Reduce -23.3% | 0.00% | −0.00 |
| WYNN WYNN Resorts Ltd. | Reduce -1.6% | 0.00% | −0.00 |
| OEFA Alps O'shares Intl Dev QLTY | Sold out | 0.00% | −0.00 |
| AVSC Avantis US Small Cap Equity | Reduce -33.0% | 0.00% | −0.00 |
| DMF BNYM Municipal Income | Sold out | 0.00% | −0.00 |
| CDW CDW Corp. | Reduce -15.5% | 0.00% | −0.00 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -10.9% | 0.00% | −0.00 |
| FLNA Filana Therapeutics Inc. | Reduce -88.8% | 0.00% | −0.00 |
| DAY Dayforce Inc. | Reduce -38.8% | 0.00% | −0.00 |
| CHE Chemed Corp. | Sold out | 0.00% | −0.00 |
| DY Dycom Industries Inc. | Reduce -88.2% | 0.00% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| VUG Vanguard Mrngstar GR ETF-Sui | Add +23.5% | 11.15% | +2.07 |
| IWR iShares Russell Mid-Cap ETF | Add +44.7% | 5.23% | +1.35 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +14332.4% | 1.02% | +1.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +20.5% | 4.38% | +0.47 |
| AMZN Amazon.com Inc. | Add +40.6% | 0.31% | +0.11 |
| AAPL Apple Inc. | Add +33.3% | 0.35% | +0.09 |
| AVGO Broadcom Inc. | Add +30.2% | 0.21% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +37.0% | 0.24% | +0.08 |
| NVDA Nvidia Corp. | Add +30.5% | 0.29% | +0.07 |
| MSFT Microsoft Corp. | Add +38.3% | 0.33% | +0.07 |
| QQQM Invesco Nasdaq 100 ETF | Add +58.2% | 0.17% | +0.06 |
| DGRO iShares Core Dividend Growth | Add +36.6% | 0.25% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +35.2% | 0.14% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +76.9% | 0.08% | +0.03 |
| V Visa Inc. Class A | Add +29.9% | 0.12% | +0.03 |
| CGDV Cap Group Dividend Value | Add +73.0% | 0.09% | +0.03 |
| META Meta Platforms Inc. Class A | Add +44.1% | 0.11% | +0.03 |
| TSLA Tesla Inc. | Add +37.0% | 0.06% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +15.0% | 0.34% | +0.03 |
| CRM Salesforce Inc. | Add +30.2% | 0.08% | +0.03 |
| CGGR Cap Group Growth Equity | Add +49.7% | 0.08% | +0.03 |
| JGRO JPMorgan Active Growth ETF | Add +168.5% | 0.04% | +0.02 |
| AVEM Avantis Emerging Markets Eq | Add +129.3% | 0.05% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +37.3% | 0.10% | +0.02 |
| CGUS Cap Group Core Equity | Add +63.7% | 0.06% | +0.02 |
| MUB iShares National Muni Bond E | Add +25.6% | 0.15% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +23.1% | 0.16% | +0.02 |
| MOAT Vaneck Morningstar Wide Moat | Add +62.0% | 0.06% | +0.02 |
| PAAA Pgim Aaa Clo ETF | Add +466.3% | 0.02% | +0.02 |
| SPHQ Invesco S&P 500 Quality ETF | Add +66.5% | 0.05% | +0.02 |
| IWP iShares Russell Mid-Cap Grow | Add +3.0% | 0.55% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +16.8% | 0.12% | +0.02 |
| CVX Chevron Corp. | Add +37.8% | 0.08% | +0.02 |
| PG The Procter & Gamble Co. | Add +37.9% | 0.08% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +16.6% | 0.21% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +90.7% | 0.04% | +0.02 |
| NOW ServiceNow Inc. | Add +27.4% | 0.05% | +0.01 |
| OKE Oneok Inc. | Add +137.5% | 0.02% | +0.01 |
| ENB Enbridge Inc. | Add +64.2% | 0.04% | +0.01 |
| COST Costco Wholesale Corp. | Add +40.1% | 0.05% | +0.01 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +80.3% | 0.04% | +0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Add +53.6% | 0.05% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +19.9% | 0.16% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +17.0% | 0.19% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +149.3% | 0.02% | +0.01 |
| WFC Wells Fargo & Co. | Add +53.8% | 0.03% | +0.01 |
| TFLO iShares Treasury Floating Ra | Add +748.5% | 0.01% | +0.01 |
| JHMM John Hancock Multi Fact Mid | Add +72.5% | 0.03% | +0.01 |
| PULS Pgim Ultra Short Bond ETF | Add +83.6% | 0.03% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +68.6% | 0.02% | +0.01 |
Notes & Other Activity Q3 2024 → Q4 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +194.1% | 200 | $239K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -17.8% | 74 | $90K |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +1409.8% | 1,238 | $34K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4,940 | $249.8B | VUG, SPYM, IVV, VOO, AGG |
| Q1 2026 | 4,705 | $208.1B | VUG, AGG, IVV, VOO, VTV |
| Q4 2025 | 4,377 | $164.0B | VUG, AGG, IVV, VTV, VOO |
| Q3 2025 | 4,220 | $146.8B | VUG, AGG, IVV, VTV, VOO |
| Q2 2025 | 4,024 | $131.9B | VUG, AGG, IVV, VTV, VOO |
| Q1 2025Amended | 3,693 | $111.6B | AGG, VUG, VTV, IVV, IEFA |
| Q4 2024 | 3,408 | $105.2B | AGG, VUG, VTV, IVV, IEFA |
| Q3 2024 | 3,017 | $97.5B | AGG, VTV, VUG, IEFA, IVV |
| Q2 2024 | 2,419 | $86.5B | AGG, VUG, VTV, IEFA, IVV |
| Q1 2024 | 1,359 | $73.4B | AGG, VTV, VUG, IEFA, VV |