JFG
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Jefferies Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Jefferies Financial Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.1M Buy
115,167
+27,499
+31% +$18.3M 0.52% 27
2026
Q1 		$52.4M Sell
87,668
-43,776
-33% -$27.4M 0.36% 39
2025
Q4 		$82.4M Buy
131,444
+309
+0.2% +$192K 0.42% 38
2025
Q3 		$80.3M Buy
131,135
+3,131
+2% +$1.85M 0.38% 33
2025
Q2 		$72.7M Buy
128,004
+333
+0.3% +$175K 0.61% 16
2025
Q1 		$65.6M Buy
127,671
+926
+0.7% +$501K 0.58% 22
2024
Q4 		$68.3M Sell
126,745
-14,073
-10% -$7.62M 0.41% 42
2024
Q3 		$74.3M Buy
140,818
+3,965
+3% +$2.02M 0.53% 26
2024
Q2 		$68.4M Sell
136,853
-37,720
-22% -$18.2M 0.73% 20
2024
Q1 		$83.9M Buy
174,573
+26,775
+18% +$12.3M 0.78% 19
2023
Q4 		$64.6M Buy
147,798
+108,543
+277% +$44.4M 0.42% 34
2023
Q3 		$15.4M Buy
39,255
+699
+2% +$286K 0.14% 108
2023
Q2 		$15.7M Sell
38,556
-602
-2% -$232K 0.14% 130
2023
Q1 		$14.7M Sell
39,158
-1,190
-3% -$436K 0.12% 146
2022
Q4 		$14.2M Buy
+40,348
New +$14.3M 0.1% 165

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Jefferies Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 31% in Q2 2026, buying an estimated $18.3M and bringing the position to 115,167 shares worth $79.1M. The position accounts for 0.52% of the portfolio, ranked #27.

Jefferies Financial Group first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $83.9M in Q1 2024. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Jefferies Financial Group held 115,167 shares of Vanguard S&P 500 ETF worth $79.1M as of Q2 2026.
  • Jefferies Financial Group bought 27,499 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $18.3M.
  • Vanguard S&P 500 ETF made up 0.52% of Jefferies Financial Group's portfolio in Q2 2026, its #27 holding.
  • Jefferies Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's Vanguard S&P 500 ETF position peaked at $83.9M in Q1 2024.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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