Jefferies Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Jefferies Financial Group’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$401K	Buy	2,707 +16	+0.6%	+$2.41K	﹤0.01%	1300
2025 Q4	$386K	Buy	2,691 +17	+0.6%	+$2.42K	﹤0.01%	1415
2025 Q3	$377K	Sell	2,674 -3,904	-59%	-$536K	﹤0.01%	1155
2025 Q2	$877K	Buy	6,578 +2,658	+68%	+$337K	0.01%	772
2025 Q1	$506K	Hold	3,920	–	–	﹤0.01%	1043
2024 Q4	$500K	Hold	3,920	–	–	﹤0.01%	1100
2024 Q3	$503K	Hold	3,920	–	–	﹤0.01%	978
2024 Q2	$465K	Hold	3,920	–	–	﹤0.01%	986
2024 Q1	$474K	Hold	3,920	–	–	﹤0.01%	1073
2023 Q4	$438K	Hold	3,920	–	–	﹤0.01%	1274
2023 Q3	$405K	Hold	3,920	–	–	﹤0.01%	1139
2023 Q2	$416K	Hold	3,920	–	–	﹤0.01%	1241
2023 Q1	$414K	Hold	3,920	–	–	﹤0.01%	1144
2022 Q4	$424K	Buy	+3,920	New	+$417K	﹤0.01%	1114

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Jefferies Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.59% in Q1 2026, buying an estimated $2.41K and bringing the position to 2,707 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Jefferies Financial Group first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $877K in Q2 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Jefferies Financial Group held 2,707 shares of Vanguard High Dividend Yield ETF worth $401K as of Q1 2026.
Jefferies Financial Group bought 16 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $2.41K.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1300 holding.
Jefferies Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's Vanguard High Dividend Yield ETF position peaked at $877K in Q2 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

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