Jefferies Financial Group
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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
Q3 		– Sell
-42,168
Closed -$10M – 1860
2026
Q2 		$10M 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 		$9.8M 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 		$9.6M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Jefferies Financial Group's VIG Position: Q3 2026 in Review

Jefferies Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2026, closing a stake of 42,168 shares — an estimated $10M sold.

Jefferies Financial Group first reported a position in VIG in Q4 2022 and held it in 15 quarters. The position peaked at $10.3M in Q4 2025. 1,692 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Jefferies Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 42,168 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $10M.
  • Jefferies Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 15 quarters.
  • Jefferies Financial Group's Vanguard Dividend Appreciation ETF position peaked at $10.3M in Q4 2025.
  • 1,692 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.