Jefferies Group’s VTI Holdings & Trades

First Buy
Q1 2023
Duration Held
11 Quarters
Largest Add
Q1 2024
+7,704 Shares
Current Position
1,362 Shares
$447,124 Value

Jefferies Group's VTI Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 1,362 shares of Vanguard Total Stock Market ETF (VTI) worth $447,124, representing 0.00% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in VTI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 7,704 shares. Largest reduction occurred in Q2 2024, reducing 7,626 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Vanguard Total Stock Market ETF (VTI) Holding Value Over Time

Track share changes against reported price movement

Quarterly Vanguard Total Stock Market ETF (VTI) Trades by Jefferies Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2023 +1,446 New Buy 1,446 $204.15
Q2 2023 +3 Add 0.21% 1,449 $220.21
Q3 2023 +9 Add 0.62% 1,458 $212.37
Q4 2023 +130 Add 8.92% 1,588 $237.24
Q1 2024 +7,704 Add 485.14% 9,292 $259.91
Q2 2024 -7,626 Reduce 82.07% 1,666 $267.55
Q3 2024 +253 Add 15.19% 1,919 $283.10
Q4 2024 +734 Add 38.25% 2,653 $289.85
Q1 2025 -553 Reduce 20.84% 2,100 $274.80
Q2 2025 -741 Reduce 35.29% 1,359 $303.87
Q3 2025 +3 Add 0.22% 1,362 $328.28

Jefferies Group's Vanguard Total Stock Market ETF Investment FAQs

Jefferies Group first purchased Vanguard Total Stock Market ETF (VTI) in Q1 2023, acquiring 1,446 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 Total Stock Market ETF (VTI) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's largest addition to Vanguard Total Stock Market ETF (VTI) was in Q1 2024, adding 9,292 shares worth $2.42 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 1,362 shares of Vanguard Total Stock Market ETF (VTI), valued at approximately $447,124. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Vanguard Total Stock Market ETF (VTI) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's peak holding in Vanguard Total Stock Market ETF (VTI) was 9,292 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.