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 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 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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jefferies Financial Group's VIG Position: Q1 2026 in Review

Jefferies Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q1 2026, selling an estimated $1.13M and leaving 41,878 shares worth $9.01M. The position accounts for 0.06% of the portfolio, ranked #221.

Jefferies Financial Group first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.3M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Jefferies Financial Group held 41,878 shares of Vanguard Dividend Appreciation ETF worth $9.01M as of Q1 2026.
Jefferies Financial Group sold 5,067 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.13M.
Vanguard Dividend Appreciation ETF made up 0.06% of Jefferies Financial Group's portfolio in Q1 2026, its #221 holding.
Jefferies Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's Vanguard Dividend Appreciation ETF position peaked at $10.3M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.