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Jefferies Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Jefferies Financial Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$720K Buy
1,945
+570
+41% +$204K ﹤0.01% 1122
2026
Q1 		$441K Buy
1,375
+4
+0.3% +$1.34K ﹤0.01% 1260
2025
Q4 		$460K Buy
1,371
+9
+0.7% +$2.99K ﹤0.01% 1354
2025
Q3 		$447K Buy
1,362
+3
+0.2% +$948 ﹤0.01% 1113
2025
Q2 		$413K Sell
1,359
-741
-35% -$208K ﹤0.01% 946
2025
Q1 		$577K Sell
2,100
-553
-21% -$161K 0.01% 1006
2024
Q4 		$769K Buy
2,653
+734
+38% +$214K ﹤0.01% 973
2024
Q3 		$543K Buy
1,919
+253
+15% +$69K ﹤0.01% 958
2024
Q2 		$446K Sell
1,666
-7,626
-82% -$1.97M ﹤0.01% 1005
2024
Q1 		$2.42M Buy
9,292
+7,704
+485% +$1.91M 0.02% 529
2023
Q4 		$377K Buy
1,588
+130
+9% +$28.7K ﹤0.01% 1315
2023
Q3 		$310K Buy
1,458
+9
+0.6% +$1.99K ﹤0.01% 1216
2023
Q2 		$319K Buy
1,449
+3
+0.2% +$626 ﹤0.01% 1307
2023
Q1 		$295K Buy
+1,446
New +$289K ﹤0.01% 1238

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Jefferies Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 41% in Q2 2026, buying an estimated $204K and bringing the position to 1,945 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Jefferies Financial Group first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.42M in Q1 2024. 3,695 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Jefferies Financial Group held 1,945 shares of Vanguard Morningstar Total Stock Market ETF worth $720K as of Q2 2026.
  • Jefferies Financial Group bought 570 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $204K.
  • Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1122 holding.
  • Jefferies Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Jefferies Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $2.42M in Q1 2024.
  • 3,695 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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