Skip to content
Disclosery

Jacobsen Capital Management: VUG position timeline

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

Jacobsen Capital Management held 569,155 VUG 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 569,155 shares
    Change vs previous 13F +473,344 shares

    14.34% of the 13F portfolio, value $49,026,976.

    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 95,811 shares
    Change vs previous 13F -5,358 shares

    14.13% of the 13F portfolio, value $41,849,117.

    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 101,169 shares
    Change vs previous 13F -366 shares

    16.12% of the 13F portfolio, value $49,356,547.

    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 101,535 shares
    Change vs previous 13F -840 shares

    16.5% of the 13F portfolio, value $48,697,104.

    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 102,375 shares
    Change vs previous 13F +2,089 shares

    16.52% of the 13F portfolio, value $44,881,013.

    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 100,286 shares
    Change vs previous 13F +79 shares

    16.16% of the 13F portfolio, value $37,188,042.

    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 100,207 shares
    Change vs previous 13F +129 shares

    17.51% of the 13F portfolio, value $41,128,774.

    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 100,078 shares
    Change vs previous 13F not available

    16.17% of the 13F portfolio, value $38,422,988.

    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).