JMG Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $966M | Buy |
1,406,914
+12,151
| +0.9% | +$8.1M | 23.34% | 1 |
|
|
2026
Q1 | $833M | Buy |
1,394,763
+55,474
| +4% | +$34.7M | 22.94% | 1 |
|
|
2025
Q4 | $840M | Sell |
1,339,289
-15,594
| -1% | -$9.69M | 23.61% | 1 |
|
|
2025
Q3 | $830M | Sell |
1,354,883
-3,905
| -0.3% | -$2.3M | 23.62% | 1 |
|
|
2025
Q2 | $772M | Sell |
1,358,788
-33,344
| -2% | -$17.5M | 23.4% | 1 |
|
|
2025
Q1 | $715M | Buy |
1,392,132
+40,183
| +3% | +$21.7M | 24.13% | 1 |
|
|
2024
Q4 | $728M | Buy |
1,351,949
+4,701
| +0.3% | +$2.55M | 24.85% | 1 |
|
|
2024
Q3 | $711M | Buy |
1,347,248
+17,259
| +1% | +$8.77M | 24.28% | 1 |
|
|
2024
Q2 | $665M | Buy |
1,329,989
+10,817
| +0.8% | +$5.21M | 24.84% | 1 |
|
|
2024
Q1 | $634M | Buy |
1,319,172
+13,242
| +1% | +$6.06M | 24.18% | 1 |
|
|
2023
Q4 | $570M | Buy |
1,305,930
+22,422
| +2% | +$9.18M | 23.92% | 1 |
|
|
2023
Q3 | $504M | Sell |
1,283,508
-11,158
| -0.9% | -$4.56M | 24.32% | 1 |
|
|
2023
Q2 | $527M | Buy |
1,294,666
+26,425
| +2% | +$10.2M | 24.72% | 1 |
|
|
2023
Q1 | $477M | Buy |
1,268,241
+31,366
| +3% | +$11.5M | 24.19% | 1 |
|
|
2022
Q4 | $435M | Sell |
1,236,875
-360
| -0% | -$127K | 23.84% | 1 |
|
|
2022
Q3 | $406M | Buy |
1,237,235
+4,425
| +0.4% | +$1.62M | 26.39% | 1 |
|
|
2022
Q2 | $428M | Buy |
1,232,810
+76,906
| +7% | +$29M | 26.52% | 1 |
|
|
2022
Q1 | $480M | Buy |
1,155,904
+72,655
| +7% | +$29.7M | 24.1% | 1 |
|
|
2021
Q4 | $473M | Buy |
1,083,249
+38,446
| +4% | +$16.2M | 24.2% | 1 |
|
|
2021
Q3 | $412M | Buy |
1,044,803
+26,759
| +3% | +$10.9M | 23% | 1 |
|
|
2021
Q2 | $401M | Buy |
1,018,044
+32,316
| +3% | +$12.4M | 22.54% | 1 |
|
|
2021
Q1 | $359M | Buy |
985,728
+38,807
| +4% | +$13.8M | 22.19% | 1 |
|
|
2020
Q4 | $325M | Sell |
946,921
-14,028
| -1% | -$4.57M | 22.38% | 1 |
|
|
2020
Q3 | $296M | Buy |
960,949
+24,861
| +3% | +$7.57M | 23.96% | 1 |
|
|
2020
Q2 | $265M | Sell |
936,088
-15,034
| -2% | -$4.05M | 23.28% | 1 |
|
|
2020
Q1 | $225M | Buy |
951,122
+186,292
| +24% | +$52.2M | 24.02% | 1 |
|
|
2019
Q4 | $226M | Buy |
764,830
+59,582
| +8% | +$16.9M | 22.01% | 1 |
|
|
2019
Q3 | $192M | Buy |
705,248
+28,824
| +4% | +$7.82M | 20.12% | 1 |
|
|
2019
Q2 | $182M | Buy |
676,424
+59,345
| +10% | +$15.7M | 19.52% | 1 |
|
|
2019
Q1 | $160M | Sell |
617,079
-133,643
| -18% | -$33.4M | 18.65% | 1 |
|
|
2018
Q4 | $173M | Sell |
750,722
-23,718
| -3% | -$5.88M | 19.81% | 1 |
|
|
2018
Q3 | $207M | Buy |
774,440
+91,832
| +13% | +$24M | 21.66% | 1 |
|
|
2018
Q2 | $170M | Buy |
682,608
+86,613
| +15% | +$21.5M | 18.75% | 1 |
|
|
2018
Q1 | $144M | Buy |
595,995
+16,410
| +3% | +$4.12M | 17% | 1 |
|
|
2017
Q4 | $142M | Buy |
579,585
+13,240
| +2% | +$3.16M | 16.89% | 1 |
|
|
2017
Q3 | $131M | Sell |
566,345
-50,294
| -8% | -$11.4M | 16.78% | 1 |
|
|
2017
Q2 | $137M | Buy |
616,639
+39,982
| +7% | +$8.8M | 17.05% | 1 |
|
|
2017
Q1 | $125M | Buy |
576,657
+105,638
| +22% | +$22.5M | 16.47% | 1 |
|
|
2016
Q4 | $96.7M | Buy |
471,019
+48,312
| +11% | +$9.69M | 14.76% | 1 |
|
|
2016
Q3 | $84M | Buy |
422,707
+32,983
| +8% | +$6.54M | 13.7% | 1 |
|
|
2016
Q2 | $74.9M | Buy |
389,724
+55,650
| +17% | +$10.6M | 12.94% | 1 |
|
|
2016
Q1 | $63M | Buy |
334,074
+115,386
| +53% | +$20.6M | 11.82% | 1 |
|
|
2015
Q4 | $40.9M | Buy |
218,688
+37,346
| +21% | +$7.03M | 8.63% | 3 |
|
|
2015
Q3 | $31.9M | Buy |
181,342
+8,452
| +5% | +$1.57M | 7.82% | 3 |
|
|
2015
Q2 | $32.6M | Buy |
172,890
+11,996
| +7% | +$2.31M | 7.54% | 3 |
|
|
2015
Q1 | $30.4M | Buy |
160,894
+29,565
| +23% | +$5.6M | 7.11% | 3 |
|
|
2014
Q4 | $24.7M | Buy |
131,329
+5,137
| +4% | +$947K | 6.45% | 4 |
|
|
2014
Q3 | $22.8M | Buy |
126,192
+14,708
| +13% | +$2.67M | 6.33% | 5 |
|
|
2014
Q2 | $20M | Buy |
111,484
+6,802
| +6% | +$1.19M | 5.64% | 5 |
|
|
2014
Q1 | $17.9M | Sell |
104,682
-4,330
| -4% | -$728K | 5.47% | 5 |
|
|
2013
Q4 | $18.4M | Buy |
109,012
+14,485
| +15% | +$2.35M | 5.47% | 5 |
|
|
2013
Q3 | $14.6M | Buy |
94,527
+1,875
| +2% | +$288K | 4.73% | 5 |
|
|
2013
Q2 | $13.6M | Buy |
+92,652
| New | +$13.7M | 4.6% | 5 |
|
Other funds holding VOO
AA
JMG Financial Group's VOO Position: Q2 2026 in Review
JMG Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.87% in Q2 2026, buying an estimated $8.1M and bringing the position to 1,406,914 shares worth $966M. The position accounts for 23.34% of the portfolio, ranked #1.
JMG Financial Group first reported a position in VOO in Q2 2013 and has held it in 53 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- JMG Financial Group held 1,406,914 shares of Vanguard S&P 500 ETF worth $966M as of Q2 2026.
- JMG Financial Group bought 12,151 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $8.1M.
- Vanguard S&P 500 ETF made up 23.34% of JMG Financial Group's portfolio in Q2 2026, its #1 holding.
- JMG Financial Group first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
- 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.