Vanguard Personalized Indexing Management
JEF icon

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
Q2 		$1.02M Buy
20,425
+300
+1% +$15.5K 0.01% 979
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 $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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

Vanguard Personalized Indexing Management's JEF Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Jefferies Financial Group (JEF) stake by 1.5% in Q2 2026, buying an estimated $15.5K and bringing the position to 20,425 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #979.

Vanguard Personalized Indexing Management first reported a position in JEF in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.56M in Q3 2025. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Vanguard Personalized Indexing Management held 20,425 shares of Jefferies Financial Group worth $1.02M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 300 Jefferies Financial Group shares in Q2 2026, an estimated $15.5K.
  • Jefferies Financial Group made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #979 holding.
  • Vanguard Personalized Indexing Management first reported a position in Jefferies Financial Group in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's Jefferies Financial Group position peaked at $1.56M in Q3 2025.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.