Jefferies Group's VIG Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 41,878 shares of Vanguard Dividend Appreciation ETF (VIG) worth $9.01 M, representing 0.06% 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 VIG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 26,510 shares. Largest reduction occurred in Q2 2024, reducing 8,439 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Vanguard Dividend Appreciation ETF (VIG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vanguard Dividend Appreciation ETF (VIG) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -5,067 | Reduce 10.79% | 41,878 | $215.06 |
| Q4 2025 | +1,701 | Add 3.76% | 46,945 | $219.78 |
| Q3 2025 | +404 | Add 0.90% | 45,244 | $215.79 |
| Q2 2025 | -948 | Reduce 2.07% | 44,840 | $204.67 |
| Q1 2025 | -1,564 | Reduce 3.30% | 45,788 | $193.99 |
| Q4 2024 | +3,362 | Add 7.64% | 47,352 | $195.83 |
| Q3 2024 | +102 | Add 0.23% | 43,990 | $198.06 |
| Q2 2024 | -8,439 | Reduce 16.13% | 43,888 | $182.55 |
| Q1 2024 | -605 | Reduce 1.14% | 52,327 | $182.61 |
| Q4 2023 | +5,279 | Add 11.08% | 52,932 | $170.40 |
| Q3 2023 | +26,510 | Add 125.38% | 47,653 | $155.38 |
| Q2 2023 | +19 | Add 0.09% | 21,143 | $162.43 |
| Q1 2023 | -2,901 | Reduce 12.07% | 21,124 | $154.01 |
| Q4 2022 | +24,025 | New Buy | 24,025 | $151.86 |
Jefferies Group's Vanguard Dividend Appreciation ETF Investment FAQs
Jefferies Group first purchased Vanguard Dividend Appreciation ETF (VIG) in Q4 2022, acquiring 24,025 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 Dividend Appreciation ETF (VIG) for 14 quarters since Q4 2022.
Jefferies Group's largest addition to Vanguard Dividend Appreciation ETF (VIG) was in Q3 2023, adding 47,653 shares worth $7.4 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 41,878 shares of Vanguard Dividend Appreciation ETF (VIG), valued at approximately $9.01 M.
As of the Q1 2026 filing, Vanguard Dividend Appreciation ETF (VIG) represents approximately 0.06% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Vanguard Dividend Appreciation ETF (VIG) was 52,932 shares, as reported at the end of Q4 2023.