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Disclosery

JMG Financial Group, Ltd.: VUG position timeline

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

JMG Financial Group, Ltd. held 158,934 VUG 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 158,934 shares
    Change vs previous 13F +132,270 shares

    0.33% of the 13F portfolio, value $13,690,570.

    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 26,664 shares
    Change vs previous 13F -248 shares

    0.32% of the 13F portfolio, value $11,646,544.

    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 26,912 shares
    Change vs previous 13F -1,952 shares

    0.37% of the 13F portfolio, value $13,129,261.

    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 28,864 shares
    Change vs previous 13F -261 shares

    0.39% of the 13F portfolio, value $13,843,517.

    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 29,125 shares
    Change vs previous 13F -555 shares

    0.39% of the 13F portfolio, value $12,768,449.

    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 29,680 shares
    Change vs previous 13F +63 shares

    0.37% of the 13F portfolio, value $11,005,979.

    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 29,617 shares
    Change vs previous 13F -320 shares

    0.41% of the 13F portfolio, value $12,156,048.

    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 29,937 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $11,493,686.

    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).