Jacobsen Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

Jacobsen Capital Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.38M	Buy	24,371 +216	+0.9%	+$58.5K	2.16%	10
2025 Q4	$6.23M	Buy	24,155 +1,164	+5%	+$298K	2.04%	10
2025 Q3	$5.85M	Buy	22,991 +1,168	+5%	+$290K	1.98%	10
2025 Q2	$5.17M	Buy	21,823 +3,531	+19%	+$788K	1.9%	11
2025 Q1	$4.06M	Buy	18,292 +1,623	+10%	+$388K	1.76%	12
2024 Q4	$4.01M	Buy	16,669 +528	+3%	+$130K	1.71%	12
2024 Q3	$3.83M	Buy	16,141 +1,185	+8%	+$269K	1.61%	12
2024 Q2	$3.26M	Buy	14,956 +955	+7%	+$210K	1.46%	13
2024 Q1	$3.2M	Buy	+14,001	New	+$3.01M	1.48%	12

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jacobsen Capital Management's VB Position: Q1 2026 in Review

Jacobsen Capital Management increased its Vanguard Small-Cap ETF (VB) stake by 0.89% in Q1 2026, buying an estimated $58.5K and bringing the position to 24,371 shares worth $6.38M. The position accounts for 2.16% of the portfolio, ranked #10.

Jacobsen Capital Management first reported a position in VB in Q1 2024 and has held it in 9 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Jacobsen Capital Management held 24,371 shares of Vanguard Small-Cap ETF worth $6.38M as of Q1 2026.
Jacobsen Capital Management bought 216 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $58.5K.
Vanguard Small-Cap ETF made up 2.16% of Jacobsen Capital Management's portfolio in Q1 2026, its #10 holding.
Jacobsen Capital Management first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.