Jefferies Financial Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-26,140	Closed	-$4.2M	–	1837
2025 Q1	$4.2M	Buy	26,140 +5,066	+24%	+$828K	0.04%	343
2024 Q4	$3.41M	Sell	21,074 -603	-3%	-$102K	0.02%	486
2024 Q3	$3.63M	Sell	21,677 -1,048	-5%	-$167K	0.03%	394
2024 Q2	$3.42M	Buy	22,725 +1,490	+7%	+$226K	0.04%	397
2024 Q1	$3.31M	Buy	21,235 +13,344	+169%	+$1.96M	0.03%	424
2023 Q4	$1.14M	Sell	7,891 -19,229	-71%	-$2.58M	0.01%	896
2023 Q3	$3.55M	Buy	27,120 +7,776	+40%	+$1.08M	0.03%	438
2023 Q2	$2.68M	Buy	19,344 +5,784	+43%	+$771K	0.02%	559
2023 Q1	$1.82M	Buy	13,560 +690	+5%	+$95.7K	0.01%	686
2022 Q4	$1.74M	Buy	+12,870	New	+$1.73M	0.01%	702

Other funds holding VOE

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Jefferies Financial Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 26,140 shares — an estimated $4.2M sold.

Jefferies Financial Group first reported a position in VOE in Q4 2022 and held it in 10 quarters. The position peaked at $4.2M in Q1 2025. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Jefferies Financial Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Jefferies Financial Group sold 26,140 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $4.2M.
Jefferies Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and held it in 10 quarters.
Jefferies Financial Group's Vanguard Mid-Cap Value ETF position peaked at $4.2M in Q1 2025.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

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