Jacobs & Co
VTI icon

Jacobs & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Jacobs & Co’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$237K Hold
635
– – 0.02% 120
2026
Q2 		$234K Buy
+635
New +$227K 0.02% 127
2019
Q2 		– Sell
-1,512
Closed -$218K – 140
2019
Q1 		$218K Buy
+1,512
New +$211K 0.04% 130

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Jacobs & Co's VTI Position: Q3 2026 in Review

Jacobs & Co held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 635 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #120.

Jacobs & Co first reported a position in VTI in Q1 2019 and has held it in 3 quarters since. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Jacobs & Co held 635 shares of Vanguard Morningstar Total Stock Market ETF worth $237K as of Q3 2026.
  • Jacobs & Co left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.02% of Jacobs & Co's portfolio in Q3 2026, its #120 holding.
  • Jacobs & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 3 quarters since.
  • 1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Jacobs & Co's 13F filing for Q3 2026, filed 9 Oct 2026.