JFG
VOO icon

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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Jefferies Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 33% in Q1 2026, selling an estimated $27.4M and leaving 87,668 shares worth $52.4M. The position accounts for 0.36% of the portfolio, ranked #39.

Jefferies Financial Group first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $83.9M in Q1 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Jefferies Financial Group held 87,668 shares of Vanguard S&P 500 ETF worth $52.4M as of Q1 2026.
  • Jefferies Financial Group sold 43,776 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $27.4M.
  • Vanguard S&P 500 ETF made up 0.36% of Jefferies Financial Group's portfolio in Q1 2026, its #39 holding.
  • Jefferies Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Vanguard S&P 500 ETF position peaked at $83.9M in Q1 2024.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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