VV — Vanguard Large-Cap Index Fund ETF Shares

Ownership history in JFG Wealth Management, LLC  ·  28 quarters on record

AI Ownership Summary

JFG Wealth Management, LLC reported Vanguard Large-Cap Index Fund ETF Shares (VV) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 46.66% in 2024 Q2. The latest visible filing shows VV at 46.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JFG Wealth Management, LLC's position in Vanguard Large-Cap Index Fund ETF Shares, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VV was reported at 46.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
46.66% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VV stock page JFG Wealth Management, LLC fund profile JFG Wealth Management, LLC full holdings
How JFG Wealth Management, LLC held VV — position size vs. price
% of Fund (quarterly)    VV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 766,719 +8,146 +1.1% 46.23% $236.0M 2025-11-14 (Est.) $308.68
2025 Q2 ADDED 758,573 +36,783 +5.1% 45.28% $216.4M 2025-08-08 $291.95
2025 Q1 ADDED 721,790 +47,670 +7.1% 42.17% $185.5M 2025-05-12 $265.52
2024 Q4 ADDED 674,120 +44,982 +7.1% 41.67% $181.8M 2025-02-04 $273.82
2024 Q3 REDUCED 629,138 -27,296 -4.2% 45.44% $165.6M 2024-10-30 $261.57
2024 Q2 ADDED 656,434 +20,681 +3.3% 46.66% $163.9M 2024-08-01 $243.84
2024 Q1 ADDED 635,753 +35,667 +5.9% 40.88% $152.4M 2024-05-10 $233.27
2023 Q4 REDUCED 600,086 -1,480 -0.2% 37.59% $130.9M 2024-02-06 $220.86
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VV

As of 2026 Q1 — sorted by position size

Box Hill Private Wealth LLC 16.96% ATMOS ADVISORY, LLC 3Y 10.91% Horizons Wealth Management 3Y 10.11% Heartwood Wealth Advisors LLC 3Y 9.5% Investors Research Corp 3Y 7Y 3.45% Calder Financial LLC 1.47% Financial Insights, Inc. 3Y 7Y 1.3% SIGNATUREFD, LLC 3Y 7Y 0.78% Crescent Sterling, Ltd. 3Y 0.62% CX Institutional 3Y 7Y 0.48%

FAQ About JFG Wealth Management, LLC and VV

These are the practical questions this page is built to answer before you even open the full history table.

How long has JFG Wealth Management, LLC reported owning VV?

JFG Wealth Management, LLC reported VV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VV position in JFG Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VV was 46.66% in 2024 Q2.

What is the latest reported VV position on this page?

The most recent filing on this page is 2025 Q3, when JFG Wealth Management, LLC reported 766,719 shares, equal to 46.23% of portfolio, with an estimated market value of $236.0M.

What does the chart on this VV ownership page compare?

The chart compares JFG Wealth Management, LLC's quarterly VV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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