Jefferies Financial Group’s Vanguard Morningstar 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	–	1828
2025 Q1	$1.01M	Buy	4,021 +165	+4%	+$45.7K	0.01%	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	0.01%	777
2024 Q2	$1.06M	Sell	4,256 -140	-3%	-$34.9K	0.01%	725
2024 Q1	$1.15M	Sell	4,396 -870	-17%	-$214K	0.01%	767
2023 Q4	$1.27M	Sell	5,266 -791	-13%	-$172K	0.01%	866
2023 Q3	$1.3M	Buy	6,057 +569	+10%	+$129K	0.01%	748
2023 Q2	$1.26M	Buy	5,488 +1,896	+53%	+$412K	0.01%	829
2023 Q1	$777K	Buy	3,592 +445	+14%	+$96.2K	0.01%	974
2022 Q4	$631K	Buy	+3,147	New	+$644K	﹤0.01%	993

Other funds holding VBK

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jefferies Financial Group's VBK Position: Q2 2025 in Review

Jefferies Financial Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 4,021 shares — an estimated $1.01M sold.

Jefferies Financial Group first reported a position in VBK in Q4 2022 and held it in 10 quarters. The position peaked at $1.3M in Q3 2023. 1,100 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

Jefferies Financial Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Jefferies Financial Group sold 4,021 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $1.01M.
Jefferies Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and held it in 10 quarters.
Jefferies Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.3M in Q3 2023.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.