Jefferies Financial Group
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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
Q3 		– Sell
-1,945
Closed -$720K – 1875
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jefferies Financial Group's VTI Position: Q3 2026 in Review

Jefferies Financial Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026, closing a stake of 1,945 shares — an estimated $720K sold.

Jefferies Financial Group first reported a position in VTI in Q1 2023 and held it in 14 quarters. The position peaked at $2.42M in Q1 2024. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Jefferies Financial Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 1,945 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $720K.
  • Jefferies Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and held it in 14 quarters.
  • Jefferies Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $2.42M in Q1 2024.
  • 2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.