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Jefferies Finl Group shares owned by VSM Wealth Advisory

Quarter-by-quarter ownership of Jefferies Finl Group (JEF) shares owned by VSM Wealth Advisory from 13F filings

Historical chart of VSM Wealth Advisory investment in Jefferies Finl Group

Tip: Access up to 7 years of quarterly data

All positions including Jefferies Finl Group held by VSM Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jefferies Finl Group by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $112k 1.7k 65.42
2025-06-30 $187k 3.4k 54.69

More positions owned by VSM Wealth Advisory

Vanguard Large Cap Etf Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VGSH)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard High Dividend Yield Etf Etf (VYM)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Schwab Us Broad Market Etf Etf (SCHB)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Schwab Us Large Cap Etf Etf (SCHA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Dimensional Us Equity Market Etf Etf (DFUS)
Vanguard Extended Marketetf Etf (VXF)

View all positions for VSM Wealth Advisory

Top funds holding Jefferies Finl Group

BlackRock
Vanguard Group
Sumitomo Mitsui Financial
Allspring Global Investments Holdings
Alliancebernstein
Jpmorgan Chase & Co
State Street Corporation
Massachusetts Mutual Life Insurance Company
Eminence Capital
Geode Capital Management
Morgan Stanley
First Pacific Advisors
Dimensional Fund Advisors
Artemis Investment Management
Fisher Investments

View all funds holding Jefferies Finl Group