Vanguard Capital Management
JEF icon

Vanguard Capital Management’s Jefferies Financial Group JEF Stock Holding History

Vanguard Capital Management’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$335M Sell
6,692,873
-22,024
-0.3% -$1.14M 0.01% 860
2026
Q1 		$277M Buy
+6,714,897
New +$349M 0.01% 891

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management's JEF Position: Q2 2026 in Review

Vanguard Capital Management reduced its Jefferies Financial Group (JEF) stake by 0.33% in Q2 2026, selling an estimated $1.14M and leaving 6,692,873 shares worth $335M. The position accounts for 0.01% of the portfolio, ranked #860.

Vanguard Capital Management first reported a position in JEF in Q1 2026 and has held it in 2 quarters since. 554 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Vanguard Capital Management held 6,692,873 shares of Jefferies Financial Group worth $335M as of Q2 2026.
  • Vanguard Capital Management sold 22,024 Jefferies Financial Group shares in Q2 2026, an estimated $1.14M.
  • Jefferies Financial Group made up 0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #860 holding.
  • Vanguard Capital Management first reported a position in Jefferies Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 554 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.