SEC 13F Intelligence

Jdm Financial Group LLC / VNQ

Jdm Financial Group LLC’s Vanguard Index Fds Position

Does Jdm Financial Group LLC own Vanguard Index Fds (VNQ)? Yes — 140.7K shares worth $10M (+3.84% of its 13F portfolio) as of Q1 2026, up from 132.9K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
140.7K
% of Portfolio
+3.84%
Quarters Held
14
currently held

Position History VNQ

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ2 ’25Q3 ’25: $12MQ4 ’25: $9MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026140.7K$10M+3.84%
Q4 2025132.9K$9M+3.58%
Q3 2025131.4K$12M+4.97%
Q2 202570.4K$6M+2.96%
Q1 202568.5K$6M+3.15%
Q4 202465.2K$6M+3.02%
Q3 202459.9K$6M+3.17%
Q2 202449.8K$4M+2.82%
Q1 202444.7K$4M+2.82%
Q4 202341.9K$4M+3.07%
Q3 202340.6K$3M+2.83%
Q2 202340.6K$3M+2.95%
Q1 202339.5K$3M+3.03%
Q4 202239.4K$3M+3.11%

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 VNQ.