JG
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Jefferies Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Jefferies Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$13.1M Buy
39,770
+292
+0.7% +$107K 0.11% 143
2022
Q2 		$13.7M Sell
39,478
-3,242
-8% -$1.22M 0.11% 136
2022
Q1 		$17.7M Sell
42,720
-1,995
-4% -$817K 0.11% 142
2021
Q4 		$19.5M Buy
44,715
+643
+1% +$271K 0.11% 140
2021
Q3 		$17.4M Buy
44,072
+6,409
+17% +$2.6M 0.13% 153
2021
Q2 		$14.8M Sell
37,663
-5,242
-12% -$2.01M 0.09% 179
2021
Q1 		$15.6M Buy
42,905
+3,051
+8% +$1.08M 0.14% 115
2020
Q4 		$13.7M Buy
39,854
+9,674
+32% +$3.15M 0.11% 156
2020
Q3 		$9.29M Sell
30,180
-9,633
-24% -$2.93M 0.1% 162
2020
Q2 		$11.3K Sell
39,813
-2,735
-6% -$736K 0.13% 118
2020
Q1 		$10.1M Buy
42,548
+18,915
+80% +$5.3M 0.11% 155
2019
Q4 		$6.99M Sell
23,633
-2
-0% -$566 0.05% 369
2019
Q3 		$6.44M Sell
23,635
-954
-4% -$259K 0.05% 397
2019
Q2 		$6.62M Buy
24,589
+2,279
+10% +$603K 0.05% 356
2019
Q1 		$5.79M Buy
22,310
+2,758
+14% +$689K 0.05% 382
2018
Q4 		$4.49M Buy
19,552
+6,575
+51% +$1.63M 0.04% 467
2018
Q3 		$3.47M Sell
12,977
-295
-2% -$77.2K 0.02% 710
2018
Q2 		$3.31M Buy
13,272
+3,979
+43% +$988K 0.02% 653
2018
Q1 		$2.25M Sell
9,293
-2,404
-21% -$603K 0.01% 810
2017
Q4 		$2.87M Sell
11,697
-7,155
-38% -$1.71M 0.01% 812
2017
Q3 		$4.35M Buy
18,852
+3,183
+20% +$721K 0.03% 585
2017
Q2 		$3.48M Buy
15,669
+11,159
+247% +$2.46M 0.02% 701
2017
Q1 		$976K Buy
4,510
+761
+20% +$162K 0.01% 1290
2016
Q4 		$770K Buy
3,749
+1,227
+49% +$246K ﹤0.01% 1408
2016
Q3 		$501K Sell
2,522
-416
-14% -$82.5K ﹤0.01% 1624
2016
Q2 		$565K Sell
2,938
-1,602
-35% -$305K ﹤0.01% 1380
2016
Q1 		$856K Buy
4,540
+3,240
+249% +$580K ﹤0.01% 1197
2015
Q4 		$243K Sell
1,300
-725
-36% -$137K ﹤0.01% 1871
2015
Q3 		$356K Buy
+2,025
New +$377K ﹤0.01% 1674

Other funds holding VOO

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jefferies Group's VOO Position: Q3 2022 in Review

Jefferies Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.74% in Q3 2022, buying an estimated $107K and bringing the position to 39,770 shares worth $13.1M. The position accounts for 0.11% of the portfolio, ranked #143.

Jefferies Group first reported a position in VOO in Q3 2015 and has held it in 29 quarters since. The position peaked at $19.5M in Q4 2021. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

  • Jefferies Group held 39,770 shares of Vanguard S&P 500 ETF worth $13.1M as of Q3 2022.
  • Jefferies Group bought 292 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $107K.
  • Vanguard S&P 500 ETF made up 0.11% of Jefferies Group's portfolio in Q3 2022, its #143 holding.
  • Jefferies Group first reported a position in Vanguard S&P 500 ETF in Q3 2015 and has held it in 29 quarters since.
  • Jefferies Group's Vanguard S&P 500 ETF position peaked at $19.5M in Q4 2021.
  • 2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

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