Vanguard Personalized Indexing Management, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1767306
OAKLAND, CA
Position in JEF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,020,841
+$190,283 QoQ
Shares Held
20,425
+1.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#247
of 581 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $160,104,836 across 36 Capital Markets names. JEF ranks #16 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
54,465 | $55,084,267 | |
| 2 | MS |
Morgan Stanley
|
214,934 | $44,929,803 | |
| 3 | SCHW |
Schwab Charles Corp
|
198,471 | $18,312,919 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
80,724 | $8,095,002 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
51,842 | $4,512,327 | |
| 6 | EVR |
Evercore Inc.
|
12,677 | $4,328,434 | |
| 7 | NMR |
Nomura Holdings Inc
|
374,709 | $3,289,945 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
7,740 | $2,180,203 |
All Filings in JEF
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,020,841 | 20,425 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $830,558 | 20,125 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,391,288 | 22,451 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,558,696 | 23,826 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,327,545 | 24,274 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,156,469 | 21,588 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,531,230 | 19,531 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,157,016 | 18,798 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $885,678 | 17,799 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $716,272 | 16,242 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $902,961 | 22,345 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $932,086 | 25,446 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $800,193 | 24,124 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $783,057 | 24,671 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $758,959 | 22,140 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $300,044 | 10,171 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $277,139 | 10,034 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $333,920 | 10,165 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $395,216 | 10,186 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $244,203 | 6,577 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $203,661 | 5,955 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||