JFG
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JMG Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

JMG Financial Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.1M Sell
145,565
-1,501
-1% -$501K 1.21% 16
2026
Q1 		$44M Sell
147,066
-484
-0.3% -$151K 1.21% 16
2025
Q4 		$46.4M Sell
147,550
-4,402
-3% -$1.37M 1.31% 16
2025
Q3 		$46.8M Sell
151,952
-1,048
-0.7% -$310K 1.33% 16
2025
Q2 		$43.7M Sell
153,000
-876
-0.6% -$231K 1.32% 16
2025
Q1 		$39.6M Sell
153,876
-8,794
-5% -$2.38M 1.33% 16
2024
Q4 		$43.9M Sell
162,670
-2,007
-1% -$544K 1.5% 16
2024
Q3 		$43.4M Sell
164,677
-6,437
-4% -$1.63M 1.48% 16
2024
Q2 		$42.7M Sell
171,114
-1,221
-0.7% -$293K 1.59% 15
2024
Q1 		$41.3M Sell
172,335
-7,317
-4% -$1.67M 1.58% 15
2023
Q4 		$39.2M Buy
179,652
+1,060
+0.6% +$217K 1.64% 14
2023
Q3 		$34.9M Sell
178,592
-2,942
-2% -$599K 1.69% 12
2023
Q2 		$36.8M Sell
181,534
-2,836
-2% -$544K 1.73% 11
2023
Q1 		$34.4M Sell
184,370
-10,046
-5% -$1.83M 1.75% 11
2022
Q4 		$33.9M Buy
194,416
+5,557
+3% +$975K 1.86% 11
2022
Q3 		$30.9M Buy
188,859
+8,726
+5% +$1.59M 2.01% 10
2022
Q2 		$31M Sell
180,133
-21,636
-11% -$4.06M 1.93% 10
2022
Q1 		$42.1M Buy
201,769
+12,483
+7% +$2.56M 2.11% 11
2021
Q4 		$41.8M Sell
189,286
-2,365
-1% -$507K 2.14% 9
2021
Q3 		$38.5M Sell
191,651
-2,239
-1% -$463K 2.15% 9
2021
Q2 		$38.9M Sell
193,890
-2,609
-1% -$509K 2.19% 9
2021
Q1 		$36.4M Buy
196,499
+2,353
+1% +$426K 2.25% 9
2020
Q4 		$34.1M Sell
194,146
-36,238
-16% -$6.02M 2.35% 10
2020
Q3 		$36M Sell
230,384
-9,143
-4% -$1.41M 2.92% 9
2020
Q2 		$34.3M Buy
239,527
+29,534
+14% +$3.99M 3.01% 9
2020
Q1 		$24.9M Buy
209,993
+8,211
+4% +$1.15M 2.65% 10
2019
Q4 		$29.8M Sell
201,782
-11,572
-5% -$1.64M 2.9% 10
2019
Q3 		$29.1M Sell
213,354
-4,251
-2% -$577K 3.04% 10
2019
Q2 		$29.3M Sell
217,605
-6,709
-3% -$888K 3.14% 10
2019
Q1 		$29.1M Sell
224,314
-40,355
-15% -$5.04M 3.39% 7
2018
Q4 		$30.4M Buy
264,669
+31,233
+13% +$3.87M 3.49% 9
2018
Q3 		$31.2M Sell
233,436
-1,341
-0.6% -$176K 3.26% 8
2018
Q2 		$29.3M Buy
234,777
+30,699
+15% +$3.81M 3.22% 8
2018
Q1 		$24.7M Sell
204,078
-688
-0.3% -$86.4K 2.91% 9
2017
Q4 		$25.1M Buy
204,766
+1,153
+0.6% +$138K 2.98% 9
2017
Q3 		$23.5M Sell
203,613
-39,762
-16% -$4.5M 3.02% 9
2017
Q2 		$27M Sell
243,375
-2,771
-1% -$305K 3.36% 9
2017
Q1 		$26.6M Buy
246,146
+26,259
+12% +$2.8M 3.51% 9
2016
Q4 		$22.5M Sell
219,887
-3,735
-2% -$374K 3.44% 9
2016
Q3 		$22.2M Buy
223,622
+13,769
+7% +$1.36M 3.62% 9
2016
Q2 		$20.1M Buy
209,853
+7,382
+4% +$700K 3.47% 9
2016
Q1 		$19M Buy
202,471
+48,168
+31% +$4.29M 3.57% 9
2015
Q4 		$14.4M Buy
154,303
+375
+0.2% +$35.3K 3.05% 10
2015
Q3 		$13.6M Buy
153,928
+1,642
+1% +$153K 3.33% 9
2015
Q2 		$14.4M Buy
152,286
+2,790
+2% +$270K 3.34% 11
2015
Q1 		$14.2M Buy
149,496
+1,439
+1% +$137K 3.32% 11
2014
Q4 		$14M Sell
148,057
-1,040
-0.7% -$96K 3.65% 10
2014
Q3 		$13.5M Sell
149,097
-1,136
-0.8% -$103K 3.75% 8
2014
Q2 		$13.5M Sell
150,233
-14,235
-9% -$1.24M 3.81% 8
2014
Q1 		$14.1M Sell
164,468
-7,250
-4% -$612K 4.31% 7
2013
Q4 		$14.6M Sell
171,718
-5,553
-3% -$452K 4.32% 6
2013
Q3 		$13.7M Sell
177,271
-3,572
-2% -$275K 4.46% 6
2013
Q2 		$13.3M Buy
+180,843
New +$13.3M 4.49% 7

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JMG Financial Group's VV Position: Q2 2026 in Review

JMG Financial Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1% in Q2 2026, selling an estimated $501K and leaving 145,565 shares worth $50.1M. The position accounts for 1.21% of the portfolio, ranked #16.

JMG Financial Group first reported a position in VV in Q2 2013 and has held it in 53 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • JMG Financial Group held 145,565 shares of Vanguard Morningstar Large-Cap ETF worth $50.1M as of Q2 2026.
  • JMG Financial Group sold 1,501 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $501K.
  • Vanguard Morningstar Large-Cap ETF made up 1.21% of JMG Financial Group's portfolio in Q2 2026, its #16 holding.
  • JMG Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.