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Jacobsen Capital Management’s Vanguard Morningstar 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
Q2 		$7.42M Buy
24,475
+104
+0.4% +$29.8K 2.17% 11
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Jacobsen Capital Management's VB Position: Q2 2026 in Review

Jacobsen Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.43% in Q2 2026, buying an estimated $29.8K and bringing the position to 24,475 shares worth $7.42M. The position accounts for 2.17% of the portfolio, ranked #11.

Jacobsen Capital Management first reported a position in VB in Q1 2024 and has held it in 10 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Jacobsen Capital Management held 24,475 shares of Vanguard Morningstar Small-Cap ETF worth $7.42M as of Q2 2026.
  • Jacobsen Capital Management bought 104 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $29.8K.
  • Vanguard Morningstar Small-Cap ETF made up 2.17% of Jacobsen Capital Management's portfolio in Q2 2026, its #11 holding.
  • Jacobsen Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.