Jmg Financial Group, Ltd. / VTI
Jmg Financial Group, Ltd.’s Vanguard Index Fds Position
Does Jmg Financial Group, Ltd. own Vanguard Index Fds (VTI)? Yes — 150.4K shares worth $48M (+1.33% of its 13F portfolio) as of Q1 2026, down from 150.6K shares the prior filed quarter.
Position Value
$48M
Q1 2026
Shares
150.4K
% of Portfolio
+1.33%
Quarters Held
30
currently held
Position History VTI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 150.4K | $48M | +1.33% |
| Q4 2025 | 150.6K | $51M | +1.42% |
| Q3 2025 | 154.6K | $51M | +1.44% |
| Q2 2025 | 162.1K | $49M | +1.49% |
| Q1 2025 | 158.3K | $44M | +1.47% |
| Q4 2024 | 160.0K | $46M | +1.58% |
| Q3 2024 | 156.6K | $44M | +1.51% |
| Q2 2024 | 177.2K | $47M | +1.77% |
| Q1 2024 | 187.7K | $49M | +1.86% |
| Q4 2023 | 136.7K | $32M | +1.36% |
| Q3 2023 | 144.4K | $31M | +1.48% |
| Q2 2023 | 148.2K | $33M | +1.53% |
| Q1 2023 | 146.9K | $30M | +1.52% |
| Q4 2022 | 152.9K | $29M | +1.60% |
| Q3 2022 | 154.2K | $28M | +1.80% |
| Q2 2022 | 155.4K | $29M | +1.82% |
| Q1 2022 | 199.4K | $45M | +2.28% |
| Q4 2021 | 166.4K | $40M | +2.06% |
| Q3 2021 | 171.4K | $38M | +2.12% |
| Q2 2021 | 170.6K | $38M | +2.14% |
| Q1 2021 | 170.6K | $35M | +2.18% |
| Q4 2020 | 182.0K | $35M | +2.44% |
| Q3 2020 | 192.1K | $33M | +2.65% |
| Q2 2020 | 205.3K | $32M | +2.82% |
| Q1 2020 | 207.4K | $27M | +2.85% |
| Q4 2019 | 194.6K | $32M | +3.10% |
| Q3 2019 | 245.4K | $37M | +3.88% |
| Q2 2019 | 240.1K | $36M | +3.86% |
| Q1 2019 | 238.8K | $35M | +4.02% |
| Q4 2018 | 296.0K | $38M | +4.34% |
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 VTI.