Jefferies Financial Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,021	Closed	-$1.01M	–	1855
2025 Q1	$1.01M	Buy	4,021 +165	+4%	+$45.7K	0.02%	808
2024 Q4	$1.08M	Buy	3,856 +35	+0.9%	+$9.89K	0.01%	857
2024 Q3	$1.02M	Sell	3,821 -435	-10%	-$111K	0.02%	777
2024 Q2	$1.06M	Sell	4,256 -140	-3%	-$34.9K	0.02%	725
2024 Q1	$1.15M	Sell	4,396 -870	-17%	-$214K	0.02%	767
2023 Q4	$1.27M	Sell	5,266 -791	-13%	-$172K	0.02%	866
2023 Q3	$1.3M	Buy	6,057 +569	+10%	+$129K	0.03%	748
2023 Q2	$1.26M	Buy	5,488 +1,896	+53%	+$412K	0.03%	829
2023 Q1	$777K	Buy	3,592 +445	+14%	+$96.2K	0.02%	974
2022 Q4	$631K	Buy	+3,147	New	+$644K	0.01%	993

Other funds holding VBK

Bank of America

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return