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Jefferies Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History

Jefferies Financial Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,459
Closed -$285K – 2028
2023
Q3 		$285K Buy
1,459
+6
+0.4% +$1.22K ﹤0.01% 1241
2023
Q2 		$295K Sell
1,453
-532
-27% -$102K ﹤0.01% 1329
2023
Q1 		$371K Buy
1,985
+8
+0.4% +$1.46K ﹤0.01% 1177
2022
Q4 		$344K Buy
+1,977
New +$347K ﹤0.01% 1163

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jefferies Financial Group's VV Position: Q4 2023 in Review

Jefferies Financial Group sold out of Vanguard Large-Cap ETF (VV) in Q4 2023, closing a stake of 1,459 shares — an estimated $285K sold.

Jefferies Financial Group first reported a position in VV in Q4 2022 and held it in 4 quarters. The position peaked at $371K in Q1 2023. 1,037 funds tracked by Wall St. Rank hold VV as of Q4 2023.

  • Jefferies Financial Group reported no remaining Vanguard Large-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Jefferies Financial Group sold 1,459 Vanguard Large-Cap ETF shares in Q4 2023, an estimated $285K.
  • Jefferies Financial Group first reported a position in Vanguard Large-Cap ETF in Q4 2022 and held it in 4 quarters.
  • Jefferies Financial Group's Vanguard Large-Cap ETF position peaked at $371K in Q1 2023.
  • 1,037 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2023.

Based on Jefferies Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.