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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jefferies Financial Group's VYM Position: Q2 2026 in Review

Jefferies Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.59% in Q2 2026, buying an estimated $2.5K and bringing the position to 2,723 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Jefferies Financial Group first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $877K in Q2 2025. 2,068 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Jefferies Financial Group held 2,723 shares of Vanguard High Dividend Yield ETF worth $430K as of Q2 2026.
Jefferies Financial Group bought 16 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.5K.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1291 holding.
Jefferies Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's Vanguard High Dividend Yield ETF position peaked at $877K in Q2 2025.
2,068 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.