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 Q3	–	Sell	-2,723	Closed	-$430K	–	1880
2026 Q2	$430K	Buy	2,723 +16	+0.6%	+$2.5K	﹤0.01%	1291
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

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

Jefferies Financial Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2026, closing a stake of 2,723 shares — an estimated $430K sold.

Jefferies Financial Group first reported a position in VYM in Q4 2022 and held it in 15 quarters. The position peaked at $877K in Q2 2025. 1,510 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Jefferies Financial Group reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 2,723 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $430K.
Jefferies Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 15 quarters.
Jefferies Financial Group's Vanguard High Dividend Yield ETF position peaked at $877K in Q2 2025.
1,510 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

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