Jones Financial Companies
VTIP icon

Jones Financial Companies’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Jones Financial Companies’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.22M Buy
163,649
+71,809
+78% +$3.61M ﹤0.01% 988
2026
Q1 		$4.57M Buy
91,840
+22,676
+33% +$1.13M ﹤0.01% 1111
2025
Q4 		$3.42M Buy
69,164
+21,920
+46% +$1.1M ﹤0.01% 770
2025
Q3 		$2.39M Buy
47,244
+11,837
+33% +$596K ﹤0.01% 796
2025
Q2 		$1.78M Buy
35,407
+10,502
+42% +$524K ﹤0.01% 788
2025
Q1 		$1.24M Buy
24,905
+6,536
+36% +$321K ﹤0.01% 785
2024
Q4 		$889K Buy
18,369
+11,245
+158% +$549K ﹤0.01% 784
2024
Q3 		$352K Buy
7,124
+3,398
+91% +$165K ﹤0.01% 945
2024
Q2 		$181K Buy
3,726
+1,451
+64% +$69.8K ﹤0.01% 866
2024
Q1 		$109K Buy
+2,275
New +$108K ﹤0.01% 578

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Jones Financial Companies increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 78% in Q2 2026, buying an estimated $3.61M and bringing the position to 163,649 shares worth $8.22M. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Jones Financial Companies first reported a position in VTIP in Q1 2024 and has held it in 10 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Jones Financial Companies held 163,649 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.22M as of Q2 2026.
  • Jones Financial Companies bought 71,809 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $3.61M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #988 holding.
  • Jones Financial Companies first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2024 and has held it in 10 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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