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 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

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jefferies Financial Group's ESGV Position: Q1 2026 in Review

Jefferies Financial Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.6% in Q1 2026, selling an estimated $18.2K and leaving 9,660 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #896.

Jefferies Financial Group first reported a position in ESGV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.22M in Q4 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Jefferies Financial Group held 9,660 shares of Vanguard ESG US Stock ETF worth $1.08M as of Q1 2026.
Jefferies Financial Group sold 153 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $18.2K.
Vanguard ESG US Stock ETF made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #896 holding.
Jefferies Financial Group first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's Vanguard ESG US Stock ETF position peaked at $1.22M in Q4 2024.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.