SEC 13F Intelligence

Jdm Financial Group LLC / VEA

Jdm Financial Group LLC’s Vanguard Tax-Managed Fds Position

Does Jdm Financial Group LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 53.9K shares worth $3M (+1.33% of its 13F portfolio) as of Q1 2026, up from 53.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
53.9K
% of Portfolio
+1.33%
Quarters Held
14
currently held

Position History VEA

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202653.9K$3M+1.33%
Q4 202553.8K$3M+1.30%
Q3 202554.9K$3M+1.38%
Q2 202556.5K$3M+1.52%
Q1 202556.5K$3M+1.46%
Q4 202457.3K$3M+1.42%
Q3 202457.9K$3M+1.66%
Q2 202462.2K$3M+2.08%
Q1 202462.2K$3M+2.28%
Q4 202361.6K$3M+2.45%
Q3 202361.8K$3M+2.49%
Q2 202361.7K$3M+2.48%
Q1 202361.9K$3M+2.58%
Q4 202265.2K$3M+2.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jdm Financial Group LLC’s full portfolio or all institutional holders of VEA.