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Disclosery

JMG Financial Group, Ltd.: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JMG Financial Group, Ltd. on VTI, newest first. How the timeline and the estimate are built.

JMG Financial Group, Ltd. held 145,598 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,598 shares
    Change vs previous 13F -4,806 shares

    1.3% of the 13F portfolio, value $53,877,119.

    13F-HR 0001314404-26-000004 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 150,404 shares
    Change vs previous 13F -242 shares

    1.33% of the 13F portfolio, value $48,251,070.

    13F-HR 0001314404-26-000003 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 150,646 shares
    Change vs previous 13F -3,960 shares

    1.42% of the 13F portfolio, value $50,506,975.

    13F-HR 0001314404-26-000002 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 154,606 shares
    Change vs previous 13F -7,519 shares

    1.44% of the 13F portfolio, value $50,737,056.

    13F-HR 0001314404-25-000008 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 162,125 shares
    Change vs previous 13F +3,775 shares

    1.49% of the 13F portfolio, value $49,274,624.

    13F-HR 0001314404-25-000003 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 158,350 shares
    Change vs previous 13F -1,681 shares

    1.47% of the 13F portfolio, value $43,520,794.

    13F-HR 0001314404-25-000002 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 160,031 shares
    Change vs previous 13F +3,462 shares

    1.58% of the 13F portfolio, value $46,378,547.

    13F-HR 0001314404-25-000001 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 156,569 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $44,334,138.

    13F-HR 0001314404-24-000005 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).