Jdm Financial Group LLC’s Vanguard Index Fds Position
Does Jdm Financial Group LLC own Vanguard Index Fds (VO)? Yes — 84.5K shares worth $12M (+4.59% of its 13F portfolio) as of Q1 2026, up from 82.9K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
84.5K
% of Portfolio
+4.59%
Quarters Held
14
currently held
Position History VO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 84.5K | $12M | +4.59% |
| Q4 2025 | 82.9K | $11M | +4.39% |
| Q3 2025 | 41.2K | $11M | +4.69% |
| Q2 2025 | 41.1K | $12M | +5.43% |
| Q1 2025 | 40.0K | $10M | +5.25% |
| Q4 2024 | 39.0K | $10M | +5.35% |
| Q3 2024 | 39.2K | $10M | +5.62% |
| Q2 2024 | 35.4K | $9M | +5.80% |
| Q1 2024 | 33.8K | $8M | +6.16% |
| Q4 2023 | 30.6K | $7M | +5.91% |
| Q3 2023 | 30.5K | $6M | +5.86% |
| Q2 2023 | 30.7K | $7M | +5.88% |
| Q1 2023 | 30.5K | $6M | +5.93% |
| Q4 2022 | 31.5K | $6M | +6.15% |
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 VO.