Jacobi Capital Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1689646
PITTSTON, PA
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$621,798
+$106,156 QoQ
Shares Held
2,374
+18.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $621,798 | 2,374 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $515,642 | 1,999 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $438,378 | 1,724 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $331,061 | 1,397 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $281,179 | 1,268 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $214,329 | 892 | Shares | Sole | 2025-02-05 | |
| 2024-03-31 | $212,817 | 931 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $203,943 | 956 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $234,659 | 1,373 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $281,071 | 1,596 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $349,170 | 1,643 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $374,950 | 1,659 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $352,933 | 1,614 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $360,898 | 1,602 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $356,229 | 1,664 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $218,430 | 1,122 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $107,660 | 700 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $46,776 | 321 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $27,359 | 237 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||