Jmg Financial Group, Ltd. / VBR
Jmg Financial Group, Ltd.’s Vanguard Index Fds Position
Does Jmg Financial Group, Ltd. own Vanguard Index Fds (VBR)? Yes — 392.2K shares worth $85M (+2.35% of its 13F portfolio) as of Q1 2026, up from 388.1K shares the prior filed quarter.
Position Value
$85M
Q1 2026
Shares
392.2K
% of Portfolio
+2.35%
Quarters Held
18
currently held
Position History VBR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 392.2K | $85M | +2.35% |
| Q4 2025 | 388.1K | $82M | +2.31% |
| Q3 2025 | 394.8K | $82M | +2.35% |
| Q2 2025 | 398.0K | $78M | +2.35% |
| Q1 2025 | 286.0K | $53M | +1.80% |
| Q4 2024 | 281.6K | $56M | +1.90% |
| Q3 2024 | 283.9K | $57M | +1.95% |
| Q2 2024 | 287.0K | $52M | +1.96% |
| Q1 2024 | 285.7K | $55M | +2.09% |
| Q4 2023 | 287.1K | $52M | +2.17% |
| Q3 2023 | 185.7K | $30M | +1.43% |
| Q2 2023 | 179.9K | $30M | +1.39% |
| Q1 2023 | 143.2K | $23M | +1.15% |
| Q4 2022 | 182.1K | $29M | +1.59% |
| Q3 2022 | 164.6K | $24M | +1.53% |
| Q2 2022 | 8.6K | $1M | +0.08% |
| Q4 2020 | 1.5K | $211,000 | +0.01% |
| Q4 2019 | 2.6K | $351,000 | +0.03% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jmg Financial Group, Ltd.’s full portfolio or all institutional holders of VBR.