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Jacobsen Capital Management: VBK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobsen Capital Management on VBK, newest first. How the timeline and the estimate are built.

Jacobsen Capital Management held 39,584 VBK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,584 shares
    Change vs previous 13F +8 shares

    4.23% of the 13F portfolio, value $14,475,846.

    13F-HR 0001782491-26-000003 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,576 shares
    Change vs previous 13F -730 shares

    4.04% of the 13F portfolio, value $11,961,875.

    13F-HR 0001782491-26-000002 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,306 shares
    Change vs previous 13F -109 shares

    3.98% of the 13F portfolio, value $12,176,876.

    13F-HR 0001782491-26-000001 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,415 shares
    Change vs previous 13F -127 shares

    4.08% of the 13F portfolio, value $12,028,349.

    13F-HR 0001782491-25-000006 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,542 shares
    Change vs previous 13F +3,886 shares

    4.13% of the 13F portfolio, value $11,227,812.

    13F-HR 0001782491-25-000004 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,656 shares
    Change vs previous 13F -257 shares

    4.01% of the 13F portfolio, value $9,228,845.

    13F-HR 0001782491-25-000002 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,913 shares
    Change vs previous 13F -161 shares

    4.4% of the 13F portfolio, value $10,337,860.

    13F-HR 0001782491-25-000001 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 37,074 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $9,912,470.

    13F-HR 0001782491-24-000005 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).