Jones Financial Companies
BNDW icon

Jones Financial Companies’s Vanguard Total World Bond ETF BNDW Stock Holding History

Jones Financial Companies’s Portfolio BNDW Stock Details BNDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.05K Sell
45
-19
-30% -$1.31K ﹤0.01% 4023
2025
Q4 		$4.4K Buy
+64
New +$4.46K ﹤0.01% 3553

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

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

Jones Financial Companies reduced its Vanguard Total World Bond ETF (BNDW) stake by 30% in Q1 2026, selling an estimated $1.31K and leaving 45 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #4023.

Jones Financial Companies first reported a position in BNDW in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.4K in Q4 2025. 115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

  • Jones Financial Companies held 45 shares of Vanguard Total World Bond ETF worth $3.05K as of Q1 2026.
  • Jones Financial Companies sold 19 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $1.31K.
  • Vanguard Total World Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4023 holding.
  • Jones Financial Companies first reported a position in Vanguard Total World Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Jones Financial Companies's Vanguard Total World Bond ETF position peaked at $4.4K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

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