JMG Financial Group, Ltd.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1314404
DOWNERS GROVE, IL
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$5,331,381
+$228,615 QoQ
Shares Held
20,355
+2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,331,381 | 20,355 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,102,766 | 19,782 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,199,263 | 20,447 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,802,873 | 20,267 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,105,923 | 18,516 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,601,362 | 19,150 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,783,102 | 20,164 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,257,012 | 19,524 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,477,620 | 19,588 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,278,333 | 20,055 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,450,716 | 18,251 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,624,173 | 18,222 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,394,830 | 17,909 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $3,284,448 | 17,895 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,802,582 | 16,398 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,836,427 | 16,106 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,751,615 | 17,653 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,806,008 | 16,840 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,694,648 | 16,896 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,735,367 | 16,581 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,651,134 | 17,055 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,100,084 | 15,924 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,734,410 | 17,779 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,520,518 | 17,297 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,085,885 | 18,069 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||