Jones Financial Companies’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Jones Financial Companies’s Portfolio VPLS Stock Details VPLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.6M	Buy	239,483 +79,738	+50%	+$6.18M	0.01%	697
2026 Q1	$12.3M	Buy	159,745 +61,388	+62%	+$4.8M	0.01%	754
2025 Q4	$7.68M	Buy	98,357 +41,617	+73%	+$3.27M	﹤0.01%	517
2025 Q3	$4.45M	Buy	56,740 +21,136	+59%	+$1.65M	﹤0.01%	607
2025 Q2	$2.76M	Buy	35,604 +9,789	+38%	+$751K	﹤0.01%	674
2025 Q1	$2M	Buy	25,815 +20,138	+355%	+$1.54M	﹤0.01%	651
2024 Q4	$431K	Buy	5,677 +5,527	+3,685%	+$427K	﹤0.01%	1048
2024 Q3	$11.9K	Buy	+150	New	+$11.7K	﹤0.01%	2158

Other funds holding VPLS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies's VPLS Position: Q2 2026 in Review

Jones Financial Companies increased its Vanguard Core Plus Bond ETF (VPLS) stake by 50% in Q2 2026, buying an estimated $6.18M and bringing the position to 239,483 shares worth $18.6M. The position accounts for 0.01% of the portfolio, ranked #697.

Jones Financial Companies first reported a position in VPLS in Q3 2024 and has held it in 8 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

Jones Financial Companies held 239,483 shares of Vanguard Core Plus Bond ETF worth $18.6M as of Q2 2026.
Jones Financial Companies bought 79,738 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $6.18M.
Vanguard Core Plus Bond ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #697 holding.
Jones Financial Companies first reported a position in Vanguard Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.