• 13F History

Jacobsen Capital Management

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$235M
Signature - Title
Layna Hughes - CCO
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 95 stock holdings with total value $235M as of Q4 2024. Top holdings included VEA, VUG, VTV, VBR, and VBK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 95 $235M +$9.49M -$5.51M +$3.98M VEA, VUG, VTV, VBR, VBK 13F-HR 1/24/2025, 12:55 PM
Q3 2024 102 $238M +$5.29M -$3.96M +$1.33M VEA, VUG, VTV, VBR, VBK 13F-HR 10/25/2024, 01:20 PM
Q2 2024 97 $224M +$11.5M -$3.45M +$8.07M VEA, VUG, VTV, VBR, VBK 13F-HR 7/23/2024, 05:17 PM
Q1 2024 92 $216M +$20.3M -$16.7M +$3.64M VEA, VUG, VTV, VBR, VBK 13F-HR 4/25/2024, 01:41 PM
Q4 2023 83 $198M +$18M -$24M -$6.06M VEA, VUG, VTV, VBR, VBK 13F-HR 1/24/2024, 01:27 PM
Q3 2023 73 $184M +$4.25M -$4.97M -$716K VUG, VEA, VTV, VBR, VBK 13F-HR 10/25/2023, 02:08 PM
Q2 2023 71 $194M +$12.2M -$12.5M -$332K VUG, VEA, VTV, VBR, VBK 13F-HR 8/2/2023, 01:23 PM
Q1 2023 70 $187M +$22.9M -$24M -$1.09M VTV, VEA, VUG, VBR, SCHE 13F-HR 5/2/2023, 12:03 PM
Q4 2022 53 $188M +$18.3M -$13.3M +$5.08M VTV, VUG, VEA, VBR, VBK 13F-HR 2/10/2023, 06:42 PM
Q3 2022 49 $175M +$6.46M -$1.87M +$4.6M VTV, VUG, VEA, VBR, VBK 13F-HR 10/25/2022, 11:41 AM
Q2 2022 55 $188M +$17.2M -$13.7M +$3.59M VTV, VEA, VUG, VBR, VGSH 13F-HR 8/2/2022, 02:15 PM
Q1 2022 54 $218M +$30M -$7.31M +$22.7M VEA, VTV, VUG, VBR, SCHE 13F-HR 4/21/2022, 01:53 PM
Q4 2021 53 $211M +$3.6M -$567K +$3.04M VEA, VTV, VUG, VBR, VGSH 13F-HR 1/31/2022, 05:48 PM
Q3 2021 53 $198M +$4.81M -$919K +$3.9M VEA, VTV, VUG, VGSH, SCHE 13F-HR 10/29/2021, 02:49 PM
Q2 2021 54 $196M +$7.78M -$3.74M +$4.04M VEA, VTV, VUG, SCHE, VGSH 13F-HR 7/27/2021, 05:39 PM
Q1 2021 55 $181M +$23.1M -$17.6M +$5.5M VEA, VTV, VUG, SCHE, VGSH 13F-HR 4/15/2021, 02:07 PM
Q4 2020 57 $169M +$8.57M -$1.58M +$7M VTV, VEA, VUG, VGSH, SCHE 13F-HR 2/17/2021, 03:45 PM
Q3 2020 58 $143M +$16.2M -$10M +$6.12M VTV, VEA, VUG, VGSH, SCHE 13F-HR 10/22/2020, 01:31 PM
Q2 2020 57 $131M +$50.1M -$1.59M +$48.5M VTV, VUG, VEA, VGSH, VBK 13F-HR 8/7/2020, 06:29 PM
Q4 2019 58 $100M +$2.48M -$5.55M -$3.06M VUG, VEA, SPSB, EXR, VBK 13F-HR 2/13/2020, 03:23 PM
Q3 2019 65 $104M +$4.15M -$1.18M +$2.97M VUG, VEA, SPSB, EXR, VBK 13F-HR 10/21/2019, 05:13 PM
Q2 2019 61 $100M VUG, VEA, SPSB, EXR, VBK 13F-HR 8/2/2019, 11:48 AM