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Jacobsen Capital Management: VBR position timeline

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

Jacobsen Capital Management held 64,231 VBR 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 64,231 shares
    Change vs previous 13F +96 shares

    4.56% of the 13F portfolio, value $15,607,542.

    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 64,135 shares
    Change vs previous 13F -2,050 shares

    4.71% of the 13F portfolio, value $13,933,311.

    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 66,185 shares
    Change vs previous 13F -1,904 shares

    4.58% of the 13F portfolio, value $14,017,238.

    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 68,089 shares
    Change vs previous 13F -3,334 shares

    4.82% of the 13F portfolio, value $14,210,940.

    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 71,423 shares
    Change vs previous 13F +3,436 shares

    5.13% of the 13F portfolio, value $13,928,136.

    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 67,987 shares
    Change vs previous 13F -424 shares

    5.5% of the 13F portfolio, value $12,665,278.

    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 68,411 shares
    Change vs previous 13F -303 shares

    5.77% of the 13F portfolio, value $13,557,671.

    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 68,714 shares
    Change vs previous 13F not available

    5.81% of the 13F portfolio, value $13,796,313.

    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).