JFG
VIG icon

Jefferies Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Jefferies Financial Group’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.98M Buy
42,168
+290
+0.7% +$66.6K 0.07% 248
2026
Q1 		$9.01M Sell
41,878
-5,067
-11% -$1.13M 0.06% 221
2025
Q4 		$10.3M Buy
46,945
+1,701
+4% +$372K 0.05% 312
2025
Q3 		$9.76M Buy
45,244
+404
+0.9% +$84.8K 0.05% 246
2025
Q2 		$9.18M Sell
44,840
-948
-2% -$184K 0.08% 189
2025
Q1 		$8.88M Sell
45,788
-1,564
-3% -$311K 0.08% 173
2024
Q4 		$9.27M Buy
47,352
+3,362
+8% +$671K 0.06% 235
2024
Q3 		$8.71M Buy
43,990
+102
+0.2% +$19.4K 0.06% 199
2024
Q2 		$8.01M Sell
43,888
-8,439
-16% -$1.52M 0.09% 188
2024
Q1 		$9.56M Sell
52,327
-605
-1% -$106K 0.09% 178
2023
Q4 		$9.02M Buy
52,932
+5,279
+11% +$849K 0.06% 247
2023
Q3 		$7.4M Buy
47,653
+26,510
+125% +$4.3M 0.07% 236
2023
Q2 		$3.43M Buy
21,143
+19
+0.1% +$2.98K 0.03% 483
2023
Q1 		$3.25M Sell
21,124
-2,901
-12% -$444K 0.03% 501
2022
Q4 		$3.65M Buy
+24,025
New +$3.58M 0.03% 474

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Jefferies Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.69% in Q2 2026, buying an estimated $66.6K and bringing the position to 42,168 shares worth $9.98M. The position accounts for 0.07% of the portfolio, ranked #248.

Jefferies Financial Group first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.3M in Q4 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Jefferies Financial Group held 42,168 shares of Vanguard Dividend Appreciation ETF worth $9.98M as of Q2 2026.
  • Jefferies Financial Group bought 290 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $66.6K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Jefferies Financial Group's portfolio in Q2 2026, its #248 holding.
  • Jefferies Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's Vanguard Dividend Appreciation ETF position peaked at $10.3M in Q4 2025.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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