Jacobsen Capital Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1782491
SALT LAKE CITY, UT
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$6,383,252
+$152,470 QoQ
Shares Held
24,371
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.93%
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 VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,383,252 | 24,371 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,230,782 | 24,155 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,846,151 | 22,991 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,171,614 | 21,823 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,056,251 | 18,292 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,005,227 | 16,669 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,828,806 | 16,141 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,261,006 | 14,956 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,200,488 | 14,001 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||