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Jefferies Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

Jefferies Group’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-75,000
Closed -$10.6K – 1564
2020
Q2 		$10.6K Buy
+75,000
New +$10M 0.13% 129
2018
Q4 		– Sell
-50,000
Closed -$6.67M – 2608
2018
Q3 		$6.67M Buy
+50,000
New +$6.55M 0.04% 423
2015
Q3 		– Sell
-50,000
Closed -$4.77M – 3073
2015
Q2 		$4.77M Hold
50,000
– – 0.02% 533
2015
Q1 		$4.79M Buy
+50,000
New +$4.77M 0.03% 447

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jefferies Group's VONE Position: Q3 2020 in Review

Jefferies Group sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2020, closing a stake of 75,000 shares — an estimated $10.6K sold.

Jefferies Group first reported a position in VONE in Q1 2015 and held it in 4 quarters. The position peaked at $6.67M in Q3 2018. 124 funds tracked by Wall St. Rank hold VONE as of Q3 2020.

  • Jefferies Group reported no remaining Vanguard Russell 1000 ETF position as of Q3 2020 after selling out during the quarter.
  • Jefferies Group sold 75,000 Vanguard Russell 1000 ETF shares in Q3 2020, an estimated $10.6K.
  • Jefferies Group first reported a position in Vanguard Russell 1000 ETF in Q1 2015 and held it in 4 quarters.
  • Jefferies Group's Vanguard Russell 1000 ETF position peaked at $6.67M in Q3 2018.
  • 124 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2020.

Based on Jefferies Group's 13F filing for Q3 2020, filed 13 Nov 2020.