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Jefferies Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Jefferies Financial Group’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,250
Closed -$306K – 1838
2025
Q1 		$306K Sell
1,250
-1,215
-49% -$316K ﹤0.01% 1229
2024
Q4 		$625K Hold
2,465
– – ﹤0.01% 1047
2024
Q3 		$600K Hold
2,465
– – ﹤0.01% 934
2024
Q2 		$566K Hold
2,465
– – 0.01% 933
2024
Q1 		$581K Sell
2,465
-365
-13% -$81.8K 0.01% 1014
2023
Q4 		$621K Buy
+2,830
New +$566K ﹤0.01% 1134

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Jefferies Financial Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2025, closing a stake of 1,250 shares — an estimated $306K sold.

Jefferies Financial Group first reported a position in VOT in Q4 2023 and held it in 6 quarters. The position peaked at $625K in Q4 2024. 1,014 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

  • Jefferies Financial Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 1,250 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $306K.
  • Jefferies Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 6 quarters.
  • Jefferies Financial Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $625K in Q4 2024.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

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