Jefferies Financial Group Inc. VNQ VANGUARD INDEX FDS

Ownership history in Jefferies Financial Group Inc.  ·  31 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported VANGUARD INDEX FDS (VNQ) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.49% in 2026 Q1. The latest visible filing shows VNQ at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VNQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group Inc.'s position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VNQ was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Jefferies Financial Group Inc. held VNQ — position size vs. price
% of Fund (quarterly)    VNQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 802,137 +442,380 +123.0% 0.49% $71.1M 2026-05-08 $96.62
2025 Q4 ADDED 359,757 +357,500 +15839.6% 0.16% $31.8M 2026-02-09 $91.66
2025 Q3 UNCHANGED 2,257 0% 0.00% $206K 2025-11-13 $87.65
2025 Q2 UNCHANGED 2,257 0% 0.00% $201K 2025-08-14 (Est.) $86.59
2025 Q1 REDUCED 40.4% -0.7% 2,257 -1,527 -40.4% 0.00% $204K 2025-05-08 $85.18
2024 Q4 UNCHANGED 3,784 0% 0.00% $337K 2025-02-14 $87.23
2024 Q3 REDUCED 88.8% -8.5% 3,784 -29,911 -88.8% 0.00% $369K 2024-11-14 $88.39
2024 Q2 ADDED 33,695 +24,911 +283.6% 0.03% $2.8M 2024-08-13 $85.28
2024 Q1 REDUCED 72.8% -2.9% 8,784 -23,500 -72.8% 0.01% $760K 2024-05-13 $76.80
2023 Q4 ADDED 32,284 +23,660 +274.4% 0.02% $2.9M 2024-02-14 $76.28
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Jefferies Financial Group Inc. and VNQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jefferies Financial Group Inc. reported owning VNQ?

Jefferies Financial Group Inc. reported VNQ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VNQ position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for VNQ was 0.49% in 2026 Q1.

What is the latest reported VNQ position on this page?

The most recent filing on this page is 2026 Q1, when Jefferies Financial Group Inc. reported 802,137 shares, equal to 0.49% of portfolio, with an estimated market value of $71.1M.

What does the chart on this VNQ ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly VNQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Jefferies Financial Group Inc. time their VNQ position?

Based on 13F filing dates vs. subsequent VNQ price moves, Jefferies Financial Group Inc. correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on VNQ relative to SPY over the holding period was +0.3%.

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