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 Q3	–	Sell	-9,677	Closed	-$1.28M	–	1462
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return

Jefferies Financial Group's ESGV Position: Q3 2026 in Review

Jefferies Financial Group sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2026, closing a stake of 9,677 shares — an estimated $1.28M sold.

Jefferies Financial Group first reported a position in ESGV in Q4 2022 and held it in 15 quarters. The position peaked at $1.28M in Q2 2026. 509 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Jefferies Financial Group reported no remaining Vanguard ESG US Stock ETF position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 9,677 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $1.28M.
Jefferies Financial Group first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 15 quarters.
Jefferies Financial Group's Vanguard ESG US Stock ETF position peaked at $1.28M in Q2 2026.
509 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.