Jefferies Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Jefferies Financial Group’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$698K	Buy	2,304 +728	+46%	+$209K	﹤0.01%	1133
2026 Q1	$413K	Buy	+1,576	New	+$426K	﹤0.01%	1290
2025 Q2	–	Sell	-1,187	Closed	-$263K	–	1827
2025 Q1	$263K	Sell	1,187 -531	-31%	-$127K	﹤0.01%	1289
2024 Q4	$413K	Buy	+1,718	New	+$423K	﹤0.01%	1168

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Jefferies Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 46% in Q2 2026, buying an estimated $209K and bringing the position to 2,304 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Jefferies Financial Group first reported a position in VB in Q4 2024 and has held it in 4 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Jefferies Financial Group held 2,304 shares of Vanguard Morningstar Small-Cap ETF worth $698K as of Q2 2026.
Jefferies Financial Group bought 728 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $209K.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1133 holding.
Jefferies Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 4 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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