JFG
VTI icon

Jefferies Financial Group’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Jefferies Financial Group increased its Vanguard Total Stock Market ETF (VTI) stake by 0.29% in Q1 2026, buying an estimated $1.34K and bringing the position to 1,375 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Jefferies Financial Group first reported a position in VTI in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.42M in Q1 2024. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Jefferies Financial Group held 1,375 shares of Vanguard Total Stock Market ETF worth $441K as of Q1 2026.
  • Jefferies Financial Group bought 4 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.34K.
  • Vanguard Total Stock Market ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1260 holding.
  • Jefferies Financial Group first reported a position in Vanguard Total Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
  • Jefferies Financial Group's Vanguard Total Stock Market ETF position peaked at $2.42M in Q1 2024.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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