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Vanguard Personalized Indexing Management’s Jefferies Financial Group JEF Stock Holding History

Vanguard Personalized Indexing 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
Q1 		$831K Sell
20,125
-2,326
-10% -$121K 0.01% 1017
2025
Q4 		$1.39M Sell
22,451
-1,375
-6% -$78.8K 0.01% 755
2025
Q3 		$1.56M Sell
23,826
-448
-2% -$27.3K 0.02% 693
2025
Q2 		$1.33M Buy
24,274
+2,686
+12% +$133K 0.02% 735
2025
Q1 		$1.16M Buy
21,588
+2,057
+11% +$140K 0.02% 712
2024
Q4 		$1.53M Buy
19,531
+733
+4% +$52.7K 0.02% 570
2024
Q3 		$1.16M Buy
18,798
+999
+6% +$56.7K 0.02% 700
2024
Q2 		$886K Buy
17,799
+1,557
+10% +$69.9K 0.02% 732
2024
Q1 		$716K Sell
16,242
-6,103
-27% -$254K 0.02% 829
2023
Q4 		$903K Sell
22,345
-3,101
-12% -$110K 0.02% 710
2023
Q3 		$932K Buy
25,446
+1,322
+5% +$47.4K 0.03% 594
2023
Q2 		$800K Sell
24,124
-547
-2% -$17.1K 0.02% 672
2023
Q1 		$783K Buy
24,671
+1,513
+7% +$54.7K 0.03% 656
2022
Q4 		$759K Buy
23,158
+12,519
+118% +$416K 0.03% 626
2022
Q3 		$300K Buy
10,639
+143
+1% +$4.33K 0.01% 970
2022
Q2 		$277K Sell
10,496
-137
-1% -$4.05K 0.01% 1012
2022
Q1 		$334K Sell
10,633
-22
-0.2% -$747 0.02% 966
2021
Q4 		$395K Buy
10,655
+3,775
+55% +$145K 0.02% 780
2021
Q3 		$244K Buy
6,880
+651
+10% +$21.8K 0.02% 858
2021
Q2 		$204K Buy
+6,229
New +$190K 0.02% 893

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Personalized Indexing Management's JEF Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its Jefferies Financial Group (JEF) stake by 10% in Q1 2026, selling an estimated $121K and leaving 20,125 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #1017.

Vanguard Personalized Indexing Management first reported a position in JEF in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.56M in Q3 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Vanguard Personalized Indexing Management held 20,125 shares of Jefferies Financial Group worth $831K as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 2,326 Jefferies Financial Group shares in Q1 2026, an estimated $121K.
  • Jefferies Financial Group made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1017 holding.
  • Vanguard Personalized Indexing Management first reported a position in Jefferies Financial Group in Q2 2021 and has held it in 20 quarters since.
  • Vanguard Personalized Indexing Management's Jefferies Financial Group position peaked at $1.56M in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.