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Jefferies Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Jefferies Group’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$232K Buy
3,691
+4
+0.1% +$281 ﹤0.01% 1324
2022
Q2 		$245K Buy
+3,687
New +$266K ﹤0.01% 1226

Other funds holding ESGV

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jefferies Group's ESGV Position: Q3 2022 in Review

Jefferies Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.11% in Q3 2022, buying an estimated $281 and bringing the position to 3,691 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Jefferies Group first reported a position in ESGV in Q2 2022 and has held it in 2 quarters since. The position peaked at $245K in Q2 2022. 371 funds tracked by Wall St. Rank hold ESGV as of Q3 2022.

  • Jefferies Group held 3,691 shares of Vanguard ESG US Stock ETF worth $232K as of Q3 2022.
  • Jefferies Group bought 4 Vanguard ESG US Stock ETF shares in Q3 2022, an estimated $281.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1324 holding.
  • Jefferies Group first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 2 quarters since.
  • Jefferies Group's Vanguard ESG US Stock ETF position peaked at $245K in Q2 2022.
  • 371 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.