SEC 13F Intelligence

Jmg Financial Group, Ltd. / VV

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

Does Jmg Financial Group, Ltd. own Vanguard Index Fds (VV)? Yes — 147.1K shares worth $44M (+1.21% of its 13F portfolio) as of Q1 2026, down from 147.6K shares the prior filed quarter.

Position Value
$44M
Q1 2026
Shares
147.1K
% of Portfolio
+1.21%
Quarters Held
30
currently held

Position History VV

Reported value by quarter
Q4 ’18: $30MQ4 ’18Q1 ’19: $29MQ2 ’19: $29MQ3 ’19: $29MQ4 ’19: $30MQ4 ’19Q1 ’20: $25MQ2 ’20: $34MQ3 ’20: $36MQ4 ’20: $34MQ4 ’20Q1 ’21: $36MQ2 ’21: $39MQ3 ’21: $39MQ4 ’21: $42MQ4 ’21Q1 ’22: $42MQ2 ’22: $31MQ3 ’22: $31MQ4 ’22: $34MQ4 ’22Q1 ’23: $34MQ2 ’23: $37MQ3 ’23: $35MQ4 ’23: $39MQ4 ’23Q1 ’24: $41MQ2 ’24: $43MQ3 ’24: $43MQ4 ’24: $44MQ4 ’24Q1 ’25: $40MQ2 ’25: $44MQ3 ’25: $47MQ4 ’25: $46MQ4 ’25Q1 ’26: $44Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026147.1K$44M+1.21%
Q4 2025147.6K$46M+1.31%
Q3 2025152.0K$47M+1.33%
Q2 2025153.0K$44M+1.32%
Q1 2025153.9K$40M+1.33%
Q4 2024162.7K$44M+1.50%
Q3 2024164.7K$43M+1.48%
Q2 2024171.1K$43M+1.59%
Q1 2024172.3K$41M+1.58%
Q4 2023179.7K$39M+1.64%
Q3 2023178.6K$35M+1.69%
Q2 2023181.5K$37M+1.73%
Q1 2023184.4K$34M+1.75%
Q4 2022194.4K$34M+1.86%
Q3 2022188.9K$31M+2.01%
Q2 2022180.1K$31M+1.93%
Q1 2022201.8K$42M+2.11%
Q4 2021189.3K$42M+2.14%
Q3 2021191.7K$39M+2.15%
Q2 2021193.9K$39M+2.19%
Q1 2021196.5K$36M+2.25%
Q4 2020194.1K$34M+2.35%
Q3 2020230.4K$36M+2.92%
Q2 2020239.5K$34M+3.01%
Q1 2020210.0K$25M+2.65%
Q4 2019201.8K$30M+2.90%
Q3 2019213.4K$29M+3.04%
Q2 2019217.6K$29M+3.14%
Q1 2019224.3K$29M+3.39%
Q4 2018264.7K$30M+3.49%

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 VV.