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Jefferies Group’s VB Holdings & Trades

First Buy
Q4 2024
Duration Held
5 Quarters
Largest Add
Q4 2024
+1,718 Shares
Current Position
2,304 Shares
$698,388 Value

Jefferies Group's VB Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 2,304 shares of Vanguard Morningstar Small-Cap ETF (VB) worth $698,388, representing 0.00% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 5 quarters.

Based on 13F filings, Jefferies Group has maintained this position in VB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 1,576 shares. Largest reduction occurred in Q2 2025, reducing 1,187 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Vanguard Morningstar Small-Cap ETF (VB) Holding Value Over Time

Track share changes against reported price movement

Quarterly Vanguard Morningstar Small-Cap ETF (VB) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 +728 Add 46.19% 2,304 $303.12
Q1 2026 +1,576 New Buy 1,576 $261.92
Q2 2025 -1,187 Sold Out 0 $0.00
Q1 2025 -531 Reduce 30.91% 1,187 $221.75
Q4 2024 +1,718 New Buy 1,718 $240.28

Jefferies Group's Vanguard Morningstar Small-Cap ETF Investment FAQs

Jefferies Group first purchased Vanguard Morningstar Small-Cap ETF (VB) in Q4 2024, acquiring 1,718 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 Morningstar Small-Cap ETF (VB) for 5 quarters since Q4 2024.

Jefferies Group's largest addition to Vanguard Morningstar Small-Cap ETF (VB) was in Q4 2024, adding 1,718 shares worth $412,801.

According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 2,304 shares of Vanguard Morningstar Small-Cap ETF (VB), valued at approximately $698,388.

As of the Q2 2026 filing, Vanguard Morningstar Small-Cap ETF (VB) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in Vanguard Morningstar Small-Cap ETF (VB) was 2,304 shares, as reported at the end of Q2 2026.