SEC 13F Intelligence

Jmg Financial Group, Ltd. / VO

Jmg Financial Group, Ltd.’s Vanguard Index Fds Position

Does Jmg Financial Group, Ltd. own Vanguard Index Fds (VO)? Yes — 1.40M shares worth $401M (+11.04% of its 13F portfolio) as of Q1 2026, up from 1.35M shares the prior filed quarter.

Position Value
$401M
Q1 2026
Shares
1.40M
% of Portfolio
+11.04%
Quarters Held
30
currently held

Position History VO

Reported value by quarter
Q4 ’18: $132MQ4 ’18Q1 ’19: $134MQ2 ’19: $151MQ3 ’19: $157MQ4 ’19: $177MQ4 ’19Q1 ’20: $164MQ2 ’20: $201MQ3 ’20: $222MQ4 ’20: $255MQ4 ’20Q1 ’21: $283MQ2 ’21: $314MQ3 ’21: $323MQ4 ’21: $361MQ4 ’21Q1 ’22: $350MQ2 ’22: $231MQ3 ’22: $214MQ4 ’22: $230MQ4 ’22Q1 ’23: $241MQ2 ’23: $262MQ3 ’23: $246MQ4 ’23: $276MQ4 ’23Q1 ’24: $304MQ2 ’24: $301MQ3 ’24: $338MQ4 ’24: $344MQ4 ’24Q1 ’25: $348MQ2 ’25: $371MQ3 ’25: $390MQ4 ’25: $392MQ4 ’25Q1 ’26: $401Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.40M$401M+11.04%
Q4 20251.35M$392M+11.02%
Q3 20251.33M$390M+11.12%
Q2 20251.33M$371M+11.25%
Q1 20251.35M$348M+11.73%
Q4 20241.30M$344M+11.74%
Q3 20241.28M$338M+11.54%
Q2 20241.24M$301M+11.22%
Q1 20241.22M$304M+11.58%
Q4 20231.19M$276M+11.59%
Q3 20231.18M$246M+11.89%
Q2 20231.19M$262M+12.26%
Q1 20231.14M$241M+12.22%
Q4 20221.13M$230M+12.63%
Q3 20221.14M$214M+13.89%
Q2 20221.17M$231M+14.31%
Q1 20221.47M$350M+17.56%
Q4 20211.42M$361M+18.45%
Q3 20211.36M$323M+18.03%
Q2 20211.32M$314M+17.65%
Q1 20211.28M$283M+17.51%
Q4 20201.24M$255M+17.56%
Q3 20201.26M$222M+17.97%
Q2 20201.23M$201M+17.64%
Q1 20201.24M$164M+17.46%
Q4 2019994.9K$177M+17.25%
Q3 2019936.0K$157M+16.42%
Q2 2019904.1K$151M+16.20%
Q1 2019833.3K$134M+15.59%
Q4 2018955.3K$132M+15.16%

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 VO.