SEC 13F Intelligence

Jmg Financial Group, Ltd. / VOO

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

Does Jmg Financial Group, Ltd. own Vanguard Index Fds (VOO)? Yes — 1.39M shares worth $833M (+22.94% of its 13F portfolio) as of Q1 2026, up from 1.34M shares the prior filed quarter.

Position Value
$833M
Q1 2026
Shares
1.39M
% of Portfolio
+22.94%
Quarters Held
30
currently held

Position History VOO

Reported value by quarter
Q4 ’18: $173MQ4 ’18Q1 ’19: $160MQ2 ’19: $182MQ3 ’19: $192MQ4 ’19: $226MQ4 ’19Q1 ’20: $225MQ2 ’20: $265MQ3 ’20: $296MQ4 ’20: $325MQ4 ’20Q1 ’21: $359MQ2 ’21: $401MQ3 ’21: $412MQ4 ’21: $473MQ4 ’21Q1 ’22: $480MQ2 ’22: $428MQ3 ’22: $406MQ4 ’22: $435MQ4 ’22Q1 ’23: $477MQ2 ’23: $527MQ3 ’23: $504MQ4 ’23: $570MQ4 ’23Q1 ’24: $634MQ2 ’24: $665MQ3 ’24: $711MQ4 ’24: $728MQ4 ’24Q1 ’25: $715MQ2 ’25: $772MQ3 ’25: $830MQ4 ’25: $840MQ4 ’25Q1 ’26: $833Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.39M$833M+22.94%
Q4 20251.34M$840M+23.61%
Q3 20251.35M$830M+23.62%
Q2 20251.36M$772M+23.40%
Q1 20251.39M$715M+24.13%
Q4 20241.35M$728M+24.85%
Q3 20241.35M$711M+24.28%
Q2 20241.33M$665M+24.84%
Q1 20241.32M$634M+24.18%
Q4 20231.31M$570M+23.92%
Q3 20231.28M$504M+24.32%
Q2 20231.29M$527M+24.72%
Q1 20231.27M$477M+24.19%
Q4 20221.24M$435M+23.84%
Q3 20221.24M$406M+26.39%
Q2 20221.23M$428M+26.52%
Q1 20221.16M$480M+24.10%
Q4 20211.08M$473M+24.20%
Q3 20211.04M$412M+23.00%
Q2 20211.02M$401M+22.54%
Q1 2021985.7K$359M+22.19%
Q4 2020946.9K$325M+22.38%
Q3 2020960.9K$296M+23.96%
Q2 2020936.1K$265M+23.28%
Q1 2020951.1K$225M+24.02%
Q4 2019764.8K$226M+22.01%
Q3 2019705.2K$192M+20.12%
Q2 2019676.4K$182M+19.52%
Q1 2019617.1K$160M+18.65%
Q4 2018750.7K$173M+19.81%

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 VOO.