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Jefferies Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Jefferies Financial Group’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Buy
9,677
+17
+0.2% +$2.17K 0.01% 866
2026
Q1 		$1.08M Sell
9,660
-153
-2% -$18.2K 0.01% 896
2025
Q4 		$1.19M Sell
9,813
-170
-2% -$20.4K 0.01% 1004
2025
Q3 		$1.18M Sell
9,983
-981
-9% -$112K 0.01% 809
2025
Q2 		$1.2M Sell
10,964
-507
-4% -$51.1K 0.01% 669
2025
Q1 		$1.12M Sell
11,471
-116
-1% -$12.1K 0.01% 769
2024
Q4 		$1.22M Sell
11,587
-89
-0.8% -$9.34K 0.01% 820
2024
Q3 		$1.19M Buy
11,676
+1,002
+9% +$98.2K 0.01% 744
2024
Q2 		$1.03M Buy
10,674
+4,095
+62% +$380K 0.01% 737
2024
Q1 		$613K Buy
6,579
+432
+7% +$38.4K 0.01% 986
2023
Q4 		$523K Buy
6,147
+3,059
+99% +$241K ﹤0.01% 1200
2023
Q3 		$232K Buy
3,088
+72
+2% +$5.65K ﹤0.01% 1297
2023
Q2 		$236K Sell
3,016
-1,242
-29% -$91.5K ﹤0.01% 1382
2023
Q1 		$305K Buy
4,258
+562
+15% +$39.2K ﹤0.01% 1225
2022
Q4 		$243K Buy
+3,696
New +$247K ﹤0.01% 1247

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Jefferies Financial Group's ESGV Position: Q2 2026 in Review

Jefferies Financial Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.18% in Q2 2026, buying an estimated $2.17K and bringing the position to 9,677 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #866.

Jefferies Financial Group first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Jefferies Financial Group held 9,677 shares of Vanguard ESG US Stock ETF worth $1.28M as of Q2 2026.
  • Jefferies Financial Group bought 17 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $2.17K.
  • Vanguard ESG US Stock ETF made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #866 holding.
  • Jefferies Financial Group first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.