Jones Financial Companies
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Jones Financial Companies’s Vanguard Total Bond Market BND Stock Holding History

Jones Financial Companies’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$308M Buy
4,207,293
+626,886
+18% +$46.5M 0.15% 68
2025
Q4 		$265M Buy
3,580,407
+204,114
+6% +$15.2M 0.16% 50
2025
Q3 		$251M Sell
3,376,293
-469,354
-12% -$34.6M 0.17% 48
2025
Q2 		$282M Buy
3,845,647
+499,193
+15% +$36.3M 0.21% 47
2025
Q1 		$245M Buy
3,346,454
+156,622
+5% +$11.4M 0.22% 43
2024
Q4 		$229M Buy
3,189,832
+329,617
+12% +$24.1M 0.22% 45
2024
Q3 		$215M Buy
2,860,215
+234,163
+9% +$17.3M 0.22% 40
2024
Q2 		$189M Sell
2,626,052
-29,613,779
-92% -$2.12B 0.22% 37
2024
Q1 		$2.34B Sell
32,239,831
-4,248,444
-12% -$308M 3.19% 9
2023
Q4 		$2.68B Sell
36,488,275
-6,163,195
-14% -$435M 4.04% 7
2023
Q3 		$2.98B Buy
42,651,470
+314,511
+0.7% +$22.5M 4.89% 7
2023
Q2 		$3.08B Buy
42,336,959
+767,942
+2% +$56.3M 4.91% 7
2023
Q1 		$3.07B Buy
41,569,017
+31,340
+0.1% +$2.29M 5.05% 6
2022
Q4 		$2.98B Sell
41,537,677
-1,170,184
-3% -$83.8M 5.19% 6
2022
Q3 		$3.05B Sell
42,707,861
-433,952
-1% -$32.5M 5.58% 4
2022
Q2 		$3.23B Sell
43,141,813
-404,560
-0.9% -$30.8M 5.49% 4
2022
Q1 		$3.43B Buy
43,546,373
+813,380
+2% +$66.4M 5.11% 4
2021
Q4 		$3.62B Buy
42,732,993
+1,310,083
+3% +$112M 5.11% 4
2021
Q3 		$3.56B Buy
41,422,910
+1,069,148
+3% +$92.3M 5.27% 4
2021
Q2 		$3.45B Buy
40,353,762
+1,586,400
+4% +$135M 5.32% 4
2021
Q1 		$3.29B Buy
38,767,362
+2,454,288
+7% +$212M 5.44% 3
2020
Q4 		$3.2B Buy
36,313,074
+2,345,084
+7% +$206M 5.87% 3
2020
Q3 		$3B Buy
33,967,990
+2,189,791
+7% +$194M 6.23% 3
2020
Q2 		$2.8B Sell
31,778,199
-1,621,307
-5% -$142M 6.12% 3
2020
Q1 		$2.87B Sell
33,399,506
-5,142,988
-13% -$437M 6.93% 3
2019
Q4 		$3.23B Sell
38,542,494
-231,310
-0.6% -$19.4M 6.47% 3
2019
Q3 		$3.27B Buy
38,773,804
+27,249
+0.1% +$2.28M 7.21% 3
2019
Q2 		$3.22B Sell
38,746,555
-4,051,198
-9% -$330M 7.23% 3
2019
Q1 		$3.47B Sell
42,797,753
-3,393,215
-7% -$271M 7.96% 3
2018
Q4 		$3.65B Sell
46,190,968
-866,572
-2% -$67.7M 9.06% 3
2018
Q3 		$3.7B Sell
47,057,540
-3,241,303
-6% -$256M 8.28% 3
2018
Q2 		$3.98B Sell
50,298,843
-4,808,804
-9% -$380M 9.3% 3
2018
Q1 		$4.4B Buy
55,107,647
+1,095,800
+2% +$87.7M 10.68% 2
2017
Q4 		$4.41B Buy
54,011,847
+1,546,774
+3% +$126M 11.04% 2
2017
Q3 		$4.3B Buy
52,465,073
+772,809
+1% +$63.4M 11.7% 2
2017
Q2 		$4.23B Buy
51,692,264
+722,671
+1% +$59M 12.5% 2
2017
Q1 		$4.13B Buy
50,969,593
+4,225,981
+9% +$342M 13.36% 2
2016
Q4 		$3.78B Buy
46,743,612
+439,820
+0.9% +$36M 13.87% 2
2016
Q3 		$3.9B Sell
46,303,792
-821,676
-2% -$69.2M 15.56% 1
2016
Q2 		$3.97B Buy
47,125,468
+1,523,685
+3% +$127M 17.05% 1
2016
Q1 		$3.78B Buy
45,601,783
+645,824
+1% +$52.8M 22.38% 1
2015
Q4 		$3.63B Buy
44,955,959
+666,696
+2% +$54.3M 22.57% 1
2015
Q3 		$3.63B Buy
44,289,263
+1,299,093
+3% +$106M 23.39% 1
2015
Q2 		$3.49B Buy
42,990,170
+2,006,062
+5% +$165M 22.27% 1
2015
Q1 		$3.42B Buy
40,984,108
+1,518,027
+4% +$126M 22.32% 1
2014
Q4 		$3.25B Buy
39,466,081
+1,528,577
+4% +$126M 22.39% 1
2014
Q3 		$3.11B Buy
37,937,504
+2,466,922
+7% +$202M 22.5% 1
2014
Q2 		$2.92B Buy
35,470,582
+2,474,513
+7% +$202M 22.1% 1
2014
Q1 		$2.68B Buy
32,996,069
+2,476,773
+8% +$201M 22.02% 1
2013
Q4 		$2.44B Buy
30,519,296
+2,335,886
+8% +$189M 21.57% 1
2013
Q3 		$2.28B Buy
28,183,410
+2,495,515
+10% +$201M 22.06% 1
2013
Q2 		$2.08B Buy
+25,687,895
New +$2.13B 22.26% 1

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies's BND Position: Q1 2026 in Review

Jones Financial Companies increased its Vanguard Total Bond Market (BND) stake by 18% in Q1 2026, buying an estimated $46.5M and bringing the position to 4,207,293 shares worth $308M. The position accounts for 0.15% of the portfolio, ranked #68.

Jones Financial Companies first reported a position in BND in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.41B in Q4 2017. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Jones Financial Companies held 4,207,293 shares of Vanguard Total Bond Market worth $308M as of Q1 2026.
  • Jones Financial Companies bought 626,886 Vanguard Total Bond Market shares in Q1 2026, an estimated $46.5M.
  • Vanguard Total Bond Market made up 0.15% of Jones Financial Companies's portfolio in Q1 2026, its #68 holding.
  • Jones Financial Companies first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 52 quarters since.
  • Jones Financial Companies's Vanguard Total Bond Market position peaked at $4.41B in Q4 2017.
  • 1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.