JMG Financial Group, Ltd.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1314404
DOWNERS GROVE, IL
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,225,283
+$153,639 QoQ
Shares Held
19,647
+6.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
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 VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,225,283 | 19,647 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,071,644 | 18,526 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,139,931 | 19,185 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,852,912 | 18,825 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,752,736 | 19,345 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,795,968 | 19,384 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,630,637 | 18,331 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,354,356 | 18,375 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,386,502 | 18,545 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,241,178 | 19,021 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,734,688 | 17,600 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,780,964 | 17,121 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,707,341 | 17,579 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,669,826 | 17,582 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,391,115 | 17,691 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,341,573 | 16,321 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,596,343 | 16,011 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,634,988 | 15,342 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,271,283 | 14,787 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,161,177 | 13,962 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,991,169 | 13,538 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,952,098 | 13,828 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,897,606 | 14,749 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,584,625 | 13,523 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,487,885 | 14,391 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||