Jmg Financial Group, Ltd. / VUG
Jmg Financial Group, Ltd.’s Vanguard Index Fds Position
Does Jmg Financial Group, Ltd. own Vanguard Index Fds (VUG)? Yes — 26.7K shares worth $12M (+0.32% of its 13F portfolio) as of Q1 2026, down from 26.9K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
26.7K
% of Portfolio
+0.32%
Quarters Held
30
currently held
Position History VUG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 26.7K | $12M | +0.32% |
| Q4 2025 | 26.9K | $13M | +0.37% |
| Q3 2025 | 28.9K | $14M | +0.39% |
| Q2 2025 | 29.1K | $13M | +0.39% |
| Q1 2025 | 29.7K | $11M | +0.37% |
| Q4 2024 | 29.6K | $12M | +0.41% |
| Q3 2024 | 29.9K | $11M | +0.39% |
| Q2 2024 | 31.3K | $12M | +0.44% |
| Q1 2024 | 31.1K | $11M | +0.41% |
| Q4 2023 | 31.3K | $10M | +0.41% |
| Q3 2023 | 33.4K | $9M | +0.44% |
| Q2 2023 | 32.5K | $9,197 | +0.43% |
| Q1 2023 | 31.0K | $7,740 | +0.39% |
| Q4 2022 | 31.7K | $6,750 | +0.37% |
| Q3 2022 | 35.1K | $8M | +0.49% |
| Q2 2022 | 35.0K | $8M | +0.48% |
| Q1 2022 | 88.4K | $25M | +1.28% |
| Q4 2021 | 35.5K | $11M | +0.58% |
| Q3 2021 | 36.9K | $11M | +0.60% |
| Q2 2021 | 36.0K | $10M | +0.58% |
| Q1 2021 | 35.1K | $9M | +0.56% |
| Q4 2020 | 39.0K | $10M | +0.68% |
| Q3 2020 | 37.9K | $9M | +0.70% |
| Q2 2020 | 36.1K | $7M | +0.64% |
| Q1 2020 | 30.7K | $5M | +0.51% |
| Q4 2019 | 29.8K | $5M | +0.53% |
| Q3 2019 | 29.8K | $5M | +0.52% |
| Q2 2019 | 30.5K | $5M | +0.53% |
| Q1 2019 | 28.0K | $4M | +0.51% |
| Q4 2018 | 33.9K | $5M | +0.52% |
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 VUG.