Jacobsen Capital Management
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1782491
SALT LAKE CITY, UT
Position in BIV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$5,375,664
+$411,905 QoQ
Shares Held
69,651
+9.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,375,664 | 69,651 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,963,759 | 63,736 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,809,172 | 61,585 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,723,385 | 61,073 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,677,891 | 61,093 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,101,780 | 54,888 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,012,152 | 51,195 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,507,248 | 46,832 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,803,402 | 50,443 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||