Jefferies Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,434	Closed	-$1.38M	–	1829
2025 Q1	$1.38M	Buy	7,434 +185	+3%	+$36.5K	0.01%	688
2024 Q4	$1.44M	Buy	7,249 +91	+1%	+$18.7K	0.01%	778
2024 Q3	$1.44M	Sell	7,158 -635	-8%	-$122K	0.01%	683
2024 Q2	$1.42M	Sell	7,793 -70	-0.9%	-$12.9K	0.02%	645
2024 Q1	$1.51M	Sell	7,863 -588	-7%	-$106K	0.01%	683
2023 Q4	$1.52M	Sell	8,451 -2,935	-26%	-$479K	0.01%	811
2023 Q3	$1.82M	Buy	11,386 +1,746	+18%	+$292K	0.02%	652
2023 Q2	$1.59M	Buy	9,640 +1,491	+18%	+$235K	0.01%	742
2023 Q1	$1.29M	Buy	8,149 +2,435	+43%	+$403K	0.01%	801
2022 Q4	$907K	Buy	+5,714	New	+$910K	0.01%	901

Other funds holding VBR

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Jefferies Financial Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2025, closing a stake of 7,434 shares — an estimated $1.38M sold.

Jefferies Financial Group first reported a position in VBR in Q4 2022 and held it in 10 quarters. The position peaked at $1.82M in Q3 2023. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

Jefferies Financial Group reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Jefferies Financial Group sold 7,434 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $1.38M.
Jefferies Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and held it in 10 quarters.
Jefferies Financial Group's Vanguard Small-Cap Value ETF position peaked at $1.82M in Q3 2023.
1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

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