Jones Financial Companies LLLP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Jones Financial Companies LLLP reported 4,220 stock positions worth $146.8 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 11.4% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 9.8%) and iShares Core S&P 500 ETF (IVV, 7.8%). Compared with Q2 2025, it opened 383 new positions, sold out of 188, added to 2,655 and reduced 578. The biggest buy was iShares Core S&P Small-Cap E (IJR, shares +550%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- DES PERES, MO
- CIK
- 0000815917
- Portfolio Value
- $146.8B (Q3 2025)
- SEC Filing
- 0001193125-25-264057 ↗ filed Nov 4, 2025
Holdings Value
Holdings 4,220 stocks · $146.8B
| VUG Vanguard Mrngstar GR ETF-Sui | 11.43% | 35,215,110 | $16.8B | Add +0.5% |
| AGG iShares Core U.S. Aggregate | 9.81% | 143,917,621 | $14.4B | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 7.79% | 17,201,745 | $11.4B | Add +3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.86% | 53,966,784 | $10.1B | Add +3.2% |
| VOO Vanguard S&P 500 ETF | 5.73% | 13,791,786 | $8.4B | Add +4.6% |
| IEFA iShares Core MSCI Eafe ETF | 5.69% | 96,540,540 | $8.4B | Add +7.6% |
| IWR iShares Russell Mid-Cap ETF | 4.94% | 75,344,008 | $7.2B | Add +8.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.58% | 23,008,930 | $6.7B | Add +9.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.62% | 17,324,351 | $5.3B | Add +3.2% |
| IWB iShares Russell 1000 ETF | 2.79% | 11,256,502 | $4.1B | Add +4.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.70% | 50,982,604 | $4.0B | Add +15.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.27% | 71,364,109 | $3.3B | Add +6.9% |
| VEA Vanguard Ftse Developed ETF | 2.08% | 51,311,775 | $3.0B | Add +3.6% |
| USHY iShares Broad Usd High Yield | 1.59% | 61,767,288 | $2.3B | Add +177.0% |
| IJR iShares Core S&P Small-Cap E | 1.20% | 14,885,601 | $1.8B | Add +549.5% |
| AVDV Avantis Intl S/C Value ETF | 1.15% | 19,051,672 | $1.7B | Add +145.0% |
| IWS iShares Russell Mid-Cap Valu | 0.95% | 10,047,475 | $1.4B | Reduce -7.0% |
| DFIS Dimensional International SM | 0.73% | 34,132,198 | $1.1B | Add +82.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.59% | 11,290,255 | $860.5M | Add +6.2% |
| IUSG iShares Core S&P U.S. Growth | 0.58% | 5,232,290 | $854.8M | Reduce -15.1% |
| IWP iShares Russell Mid-Cap Grow | 0.54% | 5,577,746 | $795.0M | Add +6.6% |
| MSFT Microsoft Corp. | 0.52% | 1,486,773 | $761.7M | Add +13.1% |
| NVDA Nvidia Corp. | 0.50% | 4,108,025 | $735.5M | Add +9.5% |
| OEF iShares S&P 100 ETF | 0.47% | 2,067,298 | $684.2M | Add +4.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.46% | 2,639,026 | $672.5M | Reduce -62.1% |
| AAPL Apple Inc. | 0.46% | 2,620,999 | $669.3M | Add +14.6% |
| AMZN Amazon.com Inc. | 0.44% | 2,948,468 | $648.0M | Add +15.1% |
| GOOGL Alphabet Inc. Class A | 0.44% | 2,608,376 | $642.1M | Add +13.7% |
| IUSV iShares Core S&P U.S. Value | 0.42% | 6,130,302 | $609.9M | Add +7.6% |
| DGRO iShares Core Dividend Growth | 0.40% | 8,606,166 | $583.1M | Add +16.4% |
| QQQM Invesco Nasdaq 100 ETF | 0.38% | 2,285,296 | $560.7M | Add +25.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 814,667 | $540.6M | Add +5.3% |
| AVGO Broadcom Inc. | 0.34% | 1,488,771 | $497.1M | Add +7.5% |
| EFV iShares MSCI Eafe Value ETF | 0.32% | 6,869,047 | $463.8M | Reduce -18.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.30% | 2,495,402 | $435.5M | Add +3.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.29% | 3,796,121 | $427.4M | Reduce -18.5% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 6,145,989 | $401.5M | Add +12.3% |
| EFA iShares MSCI Eafe ETF | 0.23% | 3,669,595 | $340.2M | Add +4.9% |
| IVW iShares S&P 500 Growth ETF | 0.23% | 2,811,945 | $336.8M | Add +1.9% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 1,542,835 | $332.3M | Add +10.6% |
| VYM Vanguard High DVD Yield ETF | 0.22% | 2,343,326 | $329.9M | Add +9.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.22% | 7,854,486 | $328.6M | Add +39.1% |
| JPM JPMorgan Chase & Co. | 0.22% | 1,025,461 | $324.0M | Add +12.0% |
| META Meta Platforms Inc. Class A | 0.21% | 421,626 | $313.1M | Add +15.0% |
| IWD iShares Russell 1000 Value E | 0.21% | 1,488,282 | $302.1M | Reduce -26.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 5,703,321 | $285.2M | Add +30.2% |
| CGGR Cap Group Growth Equity | 0.18% | 5,999,008 | $261.8M | Add +30.7% |
| BND Vanguard Total Bond Market | 0.17% | 3,376,293 | $250.6M | Reduce -12.2% |
| IWM iShares Russell 2000 ETF | 0.17% | 1,017,868 | $245.7M | Reduce -78.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 410,930 | $244.9M | Add +18.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.16% | 806,462 | $235.0M | Add +5.1% |
| IWF iShares Russell 1000 Growth | 0.15% | 480,061 | $223.2M | Add +10.0% |
| MUB iShares National Muni Bond E | 0.15% | 2,071,369 | $220.2M | Add +5.5% |
| V Visa Inc. Class A | 0.15% | 636,370 | $215.1M | Add +12.3% |
| VTWO Vanguard Russell 2000 ETF | 0.14% | 2,089,493 | $203.9M | Reduce -79.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 403,696 | $202.0M | Add +13.0% |
| VWO Vanguard Ftse Emerging Marke | 0.13% | 3,662,285 | $197.4M | Add +7.6% |
| JGRO JPMorgan Active Growth ETF | 0.13% | 2,122,912 | $197.4M | Add +20.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.13% | 2,694,026 | $190.7M | Add +4.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 906,506 | $189.8M | Reduce -14.7% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.13% | 4,799,841 | $188.7M | Add +24.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 555,676 | $181.9M | Add +12.4% |
| VONG Vanguard Russell 1000 Growth | 0.12% | 1,435,255 | $171.6M | Add +8.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.11% | 562,371 | $167.7M | Reduce -18.4% |
| BIV Vanguard Intermediate-Term B | 0.11% | 2,119,821 | $165.2M | Add +13.9% |
| LLY Eli Lilly & Co. | 0.11% | 218,571 | $159.1M | Add +15.9% |
| TSLA Tesla Inc. | 0.11% | 350,825 | $154.5M | Add +16.0% |
| CVX Chevron Corp. | 0.10% | 955,975 | $152.6M | Add +14.8% |
| AVEM Avantis Emerging Markets Eq | 0.10% | 2,000,192 | $148.4M | Add +32.5% |
| RTX RTX Corp. | 0.10% | 856,139 | $140.5M | Add +11.6% |
| PG The Procter & Gamble Co. | 0.09% | 899,293 | $137.3M | Add +12.7% |
| JNJ Johnson & Johnson | 0.09% | 745,052 | $134.6M | Add +12.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.09% | 1,837,887 | $133.7M | Add +16.6% |
| SCHF Schwab Intl Equity ETF | 0.09% | 5,639,255 | $130.4M | Add +15.6% |
| LOW Lowe's Cos Inc. | 0.09% | 507,162 | $129.8M | Add +12.1% |
| IEMG iShares Core MSCI Emerging | 0.09% | 1,919,469 | $125.4M | Add +8.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.08% | 1,454,093 | $122.4M | Add +20.0% |
| BLK BlackRock Inc. | 0.08% | 105,575 | $122.3M | Add +9.6% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.08% | 3,578,414 | $121.1M | Add +21.5% |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 2,027,327 | $115.4M | Add +40.2% |
| COST Costco Wholesale Corp. | 0.08% | 124,725 | $114.3M | Add +16.7% |
| CRM Salesforce Inc. | 0.08% | 467,551 | $113.4M | Add +15.1% |
| IAGG iShares Intl Aggregate Bond | 0.08% | 2,166,492 | $111.0M | Add +6.0% |
| DUK Duke Energy Corp. | 0.07% | 884,130 | $108.8M | Add +9.8% |
| BSV Vanguard Short-Term Bond ETF | 0.07% | 1,376,671 | $108.5M | Add +6.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.07% | 1,101,252 | $108.3M | Add +10.9% |
| PULS Pgim Ultra Short Bond ETF | 0.07% | 2,163,891 | $107.8M | Add +39.8% |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 590,329 | $104.8M | Add +28.3% |
| DE Deere & Co. | 0.07% | 224,407 | $103.8M | Add +14.2% |
| PAAA Pgim Aaa Clo ETF | 0.07% | 1,968,503 | $101.4M | Add +38.3% |
| VIGI Vanguard Int Div App Indx FD | 0.07% | 1,116,704 | $98.9M | Add +15.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.07% | 210,556 | $97.3M | Add +10.6% |
| AMD Advanced Micro Devices | 0.07% | 607,672 | $96.9M | Add +13.5% |
| VSS Vanguard Ftse All Wo X-US SC | 0.07% | 673,817 | $95.4M | Add +10.2% |
| PEP Pepsico Inc. | 0.06% | 669,072 | $94.0M | Add +17.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.06% | 1,627,225 | $93.6M | Reduce -0.9% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 639,369 | $92.6M | Add +20.1% |
| HDV iShares Core High Dividend E | 0.06% | 741,637 | $90.7M | Add +13.5% |
| JHMM John Hancock Multi Fact Mid | 0.06% | 1,387,326 | $89.5M | Add +24.7% |
| IVE iShares S&P 500 Value ETF | 0.06% | 425,785 | $87.5M | Add +12.4% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $919K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 385 | $478K | Add +10.3% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 317 | $407K | Add +41.5% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 1,345 | $34K | Add +9.5% |
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | 35 | $294 | No change |
Total filed on the 13F, all lines: $146.8B.
Portfolio Sells Q2 2025 → Q3 2025
| AGG iShares Core U.S. Aggregate | Reduce -1.0% | 9.81% | −1.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -62.1% | 0.46% | −0.80 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -96.7% | 0.02% | −0.72 |
| IWM iShares Russell 2000 ETF | Reduce -78.9% | 0.17% | −0.62 |
| EMB iShares JP Morgan Usd Emergi | Reduce -97.1% | 0.01% | −0.53 |
| VTWO Vanguard Russell 2000 ETF | Reduce -79.3% | 0.14% | −0.53 |
| IWN iShares Russell 2000 Value E | Reduce -87.8% | 0.03% | −0.23 |
| IWS iShares Russell Mid-Cap Valu | Reduce -7.0% | 0.95% | −0.13 |
| IUSG iShares Core S&P U.S. Growth | Reduce -15.1% | 0.58% | −0.12 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -18.5% | 0.29% | −0.10 |
| IWD iShares Russell 1000 Value E | Reduce -26.9% | 0.21% | −0.09 |
| EFV iShares MSCI Eafe Value ETF | Reduce -18.5% | 0.32% | −0.09 |
| BND Vanguard Total Bond Market | Reduce -12.2% | 0.17% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -18.4% | 0.11% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -14.7% | 0.13% | −0.03 |
| SCMB Schwab Municipal Bond ETF | Reduce -39.8% | 0.03% | −0.03 |
| HIMU iShares High Yild Muni A ETF | Reduce -7.8% | 0.05% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -1.8% | 0.05% | −0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.9% | 0.06% | −0.00 |
| LUV Southwest Airlines Co. | Reduce -18.8% | 0.01% | −0.00 |
| USFR Wisdomtree Floating Rate Tre | Reduce -16.4% | 0.01% | −0.00 |
| TRI Thomson Reuters Corp. | Reduce -18.3% | 0.00% | −0.00 |
| DES Wisdomtree US Smallcap Divid | Reduce -7.4% | 0.01% | −0.00 |
| TTE Totalenergies SE -Spon ADR | Reduce -0.2% | 0.01% | −0.00 |
| HES Hess Corp. | Sold out | 0.00% | −0.00 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -38.0% | 0.00% | −0.00 |
| CTRA Coterra Energy Inc. | Reduce -28.6% | 0.00% | −0.00 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -1.2% | 0.01% | −0.00 |
| CTAS Cintas Corp. | Reduce -1.9% | 0.00% | −0.00 |
| SPHD Invesco S&P 500 High Dividen | Reduce -3.1% | 0.01% | −0.00 |
| HEWJ Isha Curr Hedged MSCI Japan | Reduce -39.1% | 0.00% | −0.00 |
| TAP Molson Coors Beverage Co. Class B | Reduce -0.9% | 0.00% | −0.00 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -16.9% | 0.00% | −0.00 |
| IHE iShares US Pharmaceuticals E | Reduce -30.1% | 0.00% | −0.00 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.00 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.00 |
| BTI British American Tob-SP ADR | Reduce -10.9% | 0.00% | −0.00 |
| WMS Advanced Drainage Systems Inc. | Reduce -60.4% | 0.00% | −0.00 |
| BMI Badger Meter Inc. | Reduce -2.3% | 0.00% | −0.00 |
| BBWI Bath & Body Works Inc. | Reduce -7.7% | 0.00% | −0.00 |
| BRTR iShares Total Return Act ETF | Reduce -4.5% | 0.00% | −0.00 |
| FICO Fair Isaac Corp. | Reduce -5.8% | 0.00% | −0.00 |
| IHF iShares U.S. Healthcare Prov | Reduce -13.5% | 0.00% | −0.00 |
| JD Jd.com Inc.-ADR | Reduce -24.7% | 0.00% | −0.00 |
| PRK Park National Corp. | Reduce -62.6% | 0.00% | −0.00 |
| LTPZ PIMCO 15+ YR US Tips Indx | Reduce -83.0% | 0.00% | −0.00 |
| VKTX Viking Therapeutics Inc. | Reduce -16.6% | 0.00% | −0.00 |
| WSO Watsco Inc. | Reduce -15.5% | 0.00% | −0.00 |
| ARLP Alliance Resource Partners | Reduce -64.6% | 0.00% | −0.00 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| IJR iShares Core S&P Small-Cap E | Add +549.5% | 1.20% | +1.01 |
| USHY iShares Broad Usd High Yield | Add +177.0% | 1.59% | +0.96 |
| AVDV Avantis Intl S/C Value ETF | Add +145.0% | 1.15% | +0.68 |
| DFIS Dimensional International SM | Add +82.5% | 0.73% | +0.31 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +15.3% | 2.70% | +0.28 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +9.7% | 4.58% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +13.7% | 0.44% | +0.13 |
| AAPL Apple Inc. | Add +14.6% | 0.46% | +0.11 |
| IWR iShares Russell Mid-Cap ETF | Add +8.1% | 4.94% | +0.10 |
| QQQM Invesco Nasdaq 100 ETF | Add +25.9% | 0.38% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +4.6% | 5.73% | +0.07 |
| CGDV Cap Group Dividend Value | Add +39.1% | 0.22% | +0.06 |
| AVGO Broadcom Inc. | Add +7.5% | 0.34% | +0.05 |
| NVDA Nvidia Corp. | Add +9.5% | 0.50% | +0.05 |
| DGRO iShares Core Dividend Growth | Add +16.4% | 0.40% | +0.04 |
| CGGR Cap Group Growth Equity | Add +30.7% | 0.18% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +30.2% | 0.19% | +0.03 |
| TSLA Tesla Inc. | Add +16.0% | 0.11% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +7.6% | 5.69% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +28.3% | 0.07% | +0.03 |
| MSFT Microsoft Corp. | Add +13.1% | 0.52% | +0.02 |
| AVEM Avantis Emerging Markets Eq | Add +32.5% | 0.10% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +18.7% | 0.17% | +0.02 |
| CGUS Cap Group Core Equity | Add +24.8% | 0.13% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +12.0% | 0.22% | +0.02 |
| JGRO JPMorgan Active Growth ETF | Add +20.8% | 0.13% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +3.6% | 7.79% | +0.02 |
| IWB iShares Russell 1000 ETF | Add +4.0% | 2.79% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +40.2% | 0.08% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +12.3% | 0.27% | +0.02 |
| ORCL Oracle Corp. | Add +16.7% | 0.05% | +0.02 |
| PULS Pgim Ultra Short Bond ETF | Add +39.8% | 0.07% | +0.01 |
| JNJ Johnson & Johnson | Add +12.1% | 0.09% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +44.1% | 0.05% | +0.01 |
| PAAA Pgim Aaa Clo ETF | Add +38.3% | 0.07% | +0.01 |
| CVX Chevron Corp. | Add +14.8% | 0.10% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +10.0% | 0.15% | +0.01 |
| LOW Lowe's Cos Inc. | Add +12.1% | 0.09% | +0.01 |
| RTX RTX Corp. | Add +11.6% | 0.10% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +15.5% | 0.04% | +0.01 |
| SPMO Invesco S&P 500 Momentum ETF | Add +197.5% | 0.02% | +0.01 |
| DFIV Dimensional International Va | Add +37.3% | 0.04% | +0.01 |
| CGGO Cap Group Global Growth | Add +21.5% | 0.08% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +10.6% | 0.23% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +12.4% | 0.12% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +20.0% | 0.08% | +0.01 |
| RDVY First Trust Rising Dividend | Add +27.4% | 0.05% | +0.01 |
| JHMM John Hancock Multi Fact Mid | Add +24.7% | 0.06% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +24.8% | 0.04% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +9.3% | 0.22% | +0.01 |
Notes & Other Activity Q2 2025 → Q3 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +10.3% | 385 | $478K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +41.5% | 317 | $407K |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +9.5% | 1,345 | $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 |