SEC 13F Intelligence

Jones Financial Companies Lllp / BIV

Jones Financial Companies Lllp’s Vanguard Bd Index Fds Position

Does Jones Financial Companies Lllp own Vanguard Bd Index Fds (BIV)? Yes — 3.11M shares worth $238M (+0.11% of its 13F portfolio) as of Q1 2026, up from 2.46M shares the prior filed quarter.

Position Value
$238M
Q1 2026
Shares
3.11M
% of Portfolio
+0.11%
Quarters Held
30
currently held

Position History BIV

Reported value by quarter
Q4 ’18: $496MQ4 ’18Q1 ’19: $517MQ2 ’19: $539MQ3 ’19: $554MQ4 ’19: $567MQ4 ’19Q1 ’20: $559MQ2 ’20: $553MQ3 ’20: $604MQ4 ’20: $639MQ4 ’20Q1 ’21: $176MQ2 ’21: $186MQ3 ’21: $192MQ4 ’21: $191MQ4 ’21Q1 ’22: $97MQ2 ’22: $86MQ3 ’22: $85MQ4 ’22: $93MQ4 ’22Q1 ’23: $91MQ2 ’23: $87MQ3 ’23: $84MQ4 ’23: $91MQ4 ’23Q1 ’24: $92MQ2 ’24: $96MQ3 ’24: $110MQ4 ’24: $113MQ4 ’24Q1 ’25: $127MQ2 ’25: $144MQ3 ’25: $165MQ4 ’25: $192MQ4 ’25Q1 ’26: $238Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.11M$238M+0.11%
Q4 20252.46M$192M+0.12%
Q3 20252.12M$165M+0.11%
Q2 20251.86M$144M+0.11%
Q1 20251.66M$127M+0.11%
Q4 20241.51M$113M+0.11%
Q3 20241.40M$110M+0.11%
Q2 20241.28M$96M+0.11%
Q1 20241.22M$92M+0.12%
Q4 20231.19M$91M+0.14%
Q3 20231.16M$84M+0.14%
Q2 20231.16M$87M+0.14%
Q1 20231.19M$91M+0.15%
Q4 20221.25M$93M+0.16%
Q3 20221.16M$85M+0.16%
Q2 20221.12M$86M+0.15%
Q1 20221.19M$97M+0.14%
Q4 20212.18M$191M+0.27%
Q3 20212.14M$192M+0.28%
Q2 20212.08M$186M+0.29%
Q1 20211.98M$176M+0.29%
Q4 20206.88M$639M+1.17%
Q3 20206.47M$604M+1.26%
Q2 20205.95M$553M+1.21%
Q1 20206.30M$559M+1.35%
Q4 20196.50M$567M+1.13%
Q3 20196.31M$554M+1.22%
Q2 20196.23M$539M+1.21%
Q1 20196.16M$517M+1.18%
Q4 20186.11M$496M+1.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jones Financial Companies Lllp’s full portfolio or all institutional holders of BIV.