Jefferies Group's ESGV Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 9,660 shares of Vanguard ESG U.S. Stock ETF (ESGV) worth $1.08 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in ESGV, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 4,095 shares. Largest reduction occurred in Q2 2023, reducing 1,242 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Vanguard ESG US Stock ETF (ESGV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vanguard ESG US Stock ETF (ESGV) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -153 | Reduce 1.56% | 9,660 | $112.27 |
| Q4 2025 | -170 | Reduce 1.70% | 9,813 | $120.96 |
| Q3 2025 | -981 | Reduce 8.95% | 9,983 | $118.44 |
| Q2 2025 | -507 | Reduce 4.42% | 10,964 | $109.64 |
| Q1 2025 | -116 | Reduce 1.00% | 11,471 | $97.95 |
| Q4 2024 | -89 | Reduce 0.76% | 11,587 | $104.89 |
| Q3 2024 | +1,002 | Add 9.39% | 11,676 | $101.65 |
| Q2 2024 | +4,095 | Add 62.24% | 10,674 | $96.62 |
| Q1 2024 | +432 | Add 7.03% | 6,579 | $93.19 |
| Q4 2023 | +3,059 | Add 99.06% | 6,147 | $85.06 |
| Q3 2023 | +72 | Add 2.39% | 3,088 | $75.23 |
| Q2 2023 | -1,242 | Reduce 29.17% | 3,016 | $78.35 |
| Q1 2023 | +562 | Add 15.21% | 4,258 | $71.72 |
| Q4 2022 | +3,696 | New Buy | 3,696 | $65.86 |
Jefferies Group's Vanguard ESG US Stock ETF Investment FAQs
Jefferies Group first purchased Vanguard ESG U.S. Stock ETF (ESGV) in Q4 2022, acquiring 3,696 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Vanguard ESG U.S. Stock ETF (ESGV) for 14 quarters since Q4 2022.
Jefferies Group's largest addition to Vanguard ESG U.S. Stock ETF (ESGV) was in Q2 2024, adding 10,674 shares worth $1.03 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 9,660 shares of Vanguard ESG U.S. Stock ETF (ESGV), valued at approximately $1.08 M.
As of the Q1 2026 filing, Vanguard ESG U.S. Stock ETF (ESGV) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Vanguard ESG U.S. Stock ETF (ESGV) was 11,676 shares, as reported at the end of Q3 2024.