Skip to content
Disclosery

Jacobsen Capital Management: VTV position timeline

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

Jacobsen Capital Management held 189,940 VTV 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 189,940 shares
    Change vs previous 13F +464 shares

    12.11% of the 13F portfolio, value $41,393,695.

    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 189,476 shares
    Change vs previous 13F -11,071 shares

    12.55% of the 13F portfolio, value $37,175,276.

    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 200,547 shares
    Change vs previous 13F +13,488 shares

    12.51% of the 13F portfolio, value $38,302,509.

    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 187,059 shares
    Change vs previous 13F +1,264 shares

    11.82% of the 13F portfolio, value $34,884,681.

    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 185,795 shares
    Change vs previous 13F +3,246 shares

    12.09% of the 13F portfolio, value $32,837,444.

    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 182,549 shares
    Change vs previous 13F +1,325 shares

    13.7% of the 13F portfolio, value $31,533,433.

    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 181,224 shares
    Change vs previous 13F +1,600 shares

    13.06% of the 13F portfolio, value $30,681,178.

    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 179,624 shares
    Change vs previous 13F not available

    13.2% of the 13F portfolio, value $31,356,981.

    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).