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JDM Financial Group LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1960212 AUSTIN, TX

Position in VB

as of Mar 31, 2026 · filed May 21, 2026
Position Value
$24,728,914
+$1,383,666 QoQ
Shares Held
94,414
+4.3% QoQ
Ownership
of shares outstanding
% of Portfolio
51.16%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $24,728,914 94,414
2025-12-31 $23,345,248 90,503
2025-09-30 $11,703,745 46,027
2025-06-30 $10,811,264 45,621
2025-03-31 $9,795,584 44,174
2024-12-31 $10,275,814 42,766
2024-09-30 $10,088,066 42,528
2024-06-30 $8,358,563 38,335
2024-03-31 $8,152,205 35,663
2023-12-31 $6,927,891 32,475
2023-09-30 $6,108,662 32,309
2023-06-30 $6,496,344 32,663
2023-03-31 $6,115,584 32,262
2022-12-31 $6,113,166 33,307