Jdm Financial Group LLC’s Vanguard Index Fds Position
Does Jdm Financial Group LLC own Vanguard Index Fds (VOO)? Yes — 300.8K shares worth $18M (+6.92% of its 13F portfolio) as of Q1 2026, down from 394.6K shares the prior filed quarter.
Position Value
$18M
Q1 2026
Shares
300.8K
% of Portfolio
+6.92%
Quarters Held
14
currently held
Position History VOO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 300.8K | $18M | +6.92% |
| Q4 2025 | 394.6K | $19M | +7.54% |
| Q3 2025 | 58.2K | $24M | +10.19% |
| Q2 2025 | 65.8K | $37M | +17.63% |
| Q1 2025 | 66.6K | $34M | +17.37% |
| Q4 2024 | 67.8K | $37M | +18.97% |
| Q3 2024 | 67.4K | $36M | +19.34% |
| Q2 2024 | 74.3K | $37M | +25.09% |
| Q1 2024 | 71.3K | $34M | +25.00% |
| Q4 2023 | 69.5K | $30M | +25.17% |
| Q3 2023 | 69.5K | $27M | +25.16% |
| Q2 2023 | 71.2K | $29M | +25.20% |
| Q1 2023 | 71.9K | $27M | +24.91% |
| Q4 2022 | 73.6K | $26M | +24.73% |
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 VOO.