13F Filings History of Jacobsen Capital Management

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$306,147,942
Signature - Title
Mike Brown - COO
Location
Salt Lake City, UT
Summary
This page shows a list of all the recent 13F filings made by Jacobsen Capital Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Jacobsen Capital Management reported 121 stock holdings with total value $306,147,942 as of Q4 2025. Top holdings included VEA, VUG, VTV, VBR, and VBK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 121 $306,147,942 +$7,455,821 -$4,562,847 +$2,892,974 VEA, VUG, VTV, VBR, VBK 13F-HR 26 Jan 2026, 10:44
Q3 2025 121 $295,068,422 +$6,327,259 -$2,894,944 +$3,432,315 VEA, VUG, VTV, VBR, VBK 13F-HR 27 Oct 2025, 16:11
Q2 2025 116 $271,631,378 +$19,464,965 -$2,309,643 +$17,155,322 VEA, VUG, VTV, VBR, VBK 13F-HR 30 Jul 2025, 13:31
Q1 2025 100 $230,160,655 +$4,839,868 -$3,524,499 +$1,315,369 VEA, VUG, VTV, VBR, VBK 13F-HR 25 Apr 2025, 11:59
Q4 2024 95 $234,882,121 +$9,493,509 -$5,509,664 +$3,983,845 VEA, VUG, VTV, VBR, VBK 13F-HR 24 Jan 2025, 12:55
Q3 2024 102 $237,601,900 +$5,293,895 -$3,963,261 +$1,330,634 VEA, VUG, VTV, VBR, VBK 13F-HR 25 Oct 2024, 13:20
Q2 2024 97 $223,823,724 +$11,523,991 -$3,449,917 +$8,074,074 VEA, VUG, VTV, VBR, VBK 13F-HR 23 Jul 2024, 17:17
Q1 2024 92 $215,602,179 +$20,290,419 -$16,654,204 +$3,636,215 VEA, VUG, VTV, VBR, VBK 13F-HR 25 Apr 2024, 13:41
Q4 2023 83 $197,803,343 +$17,988,307 -$24,045,319 -$6,057,012 VEA, VUG, VTV, VBR, VBK 13F-HR 24 Jan 2024, 13:27
Q3 2023 73 $184,259,825 +$4,252,730 -$6,254,864 -$2,002,134 VUG, VEA, VTV, VBR, VBK 13F-HR 25 Oct 2023, 14:08
Q2 2023 71 $193,843,600 +$12,171,768 -$14,458,946 -$2,287,178 VUG, VEA, VTV, VBR, VBK 13F-HR 02 Aug 2023, 13:23
Q1 2023 70 $186,629,746 +$22,895,847 -$35,456,893 -$12,561,046 VTV, VEA, VUG, VBR, SCHE 13F-HR 02 May 2023, 12:03
Q4 2022 53 $187,602,000 +$18,343,481 -$16,386,815 +$1,956,666 VTV, VUG, VEA, VBR, VBK 13F-HR 10 Feb 2023, 19:42
Q3 2022 49 $174,719,000 +$6,464,981 -$5,351,781 +$1,113,200 VTV, VUG, VEA, VBR, VBK 13F-HR 25 Oct 2022, 11:41
Q2 2022 55 $187,958,000 +$17,245,397 -$14,506,332 +$2,739,065 VTV, VEA, VUG, VBR, VGSH 13F-HR 02 Aug 2022, 14:15
Q1 2022 54 $217,972,000 +$30,039,387 -$7,312,223 +$22,727,164 VEA, VTV, VUG, VBR, SCHE 13F-HR 21 Apr 2022, 13:53
Q4 2021 53 $211,380,000 +$3,603,377 -$2,308,649 +$1,294,728 VEA, VTV, VUG, VBR, VGSH 13F-HR 31 Jan 2022, 18:48
Q3 2021 53 $198,088,000 +$4,814,576 -$918,976 +$3,895,600 VEA, VTV, VUG, VGSH, SCHE 13F-HR 29 Oct 2021, 14:49
Q2 2021 54 $195,974,000 +$7,780,546 -$3,740,359 +$4,040,187 VEA, VTV, VUG, SCHE, VGSH 13F-HR 27 Jul 2021, 17:39
Q1 2021 55 $181,295,000 +$23,109,552 -$17,606,494 +$5,503,058 VEA, VTV, VUG, SCHE, VGSH 13F-HR 15 Apr 2021, 14:07
Q4 2020 57 $168,693,000 +$8,571,978 -$1,883,654 +$6,688,324 VTV, VEA, VUG, VGSH, SCHE 13F-HR 17 Feb 2021, 16:45
Q3 2020 58 $143,145,000 +$16,153,136 -$11,813,172 +$4,339,964 VTV, VEA, VUG, VGSH, SCHE 13F-HR 22 Oct 2020, 13:31
Q2 2020 57 $131,062,000 +$50,130,497 -$16,262,399 +$33,868,098 VTV, VUG, VEA, VGSH, VBK 13F-HR 07 Aug 2020, 18:29
Q4 2019 58 $100,093,000 +$2,483,672 -$11,823,337 -$9,339,665 VUG, VEA, SPSB, EXR, VBK 13F-HR 13 Feb 2020, 16:23
Q3 2019 65 $103,931,000 +$4,149,012 -$2,475,169 +$1,673,843 VUG, VEA, SPSB, EXR, VBK 13F-HR 21 Oct 2019, 17:13
Q2 2019 61 $100,343,000 $0 $0 $0 VUG, VEA, SPSB, EXR, VBK 13F-HR 02 Aug 2019, 11:48