Jacobsen Capital Management Vanguard Bd Index Fd Inc Inter Transaction History
Jacobsen Capital Management
- $230 Million
- Q1 2025
A detailed history of Jacobsen Capital Management transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Jacobsen Capital Management holds 61,093 shares of BIV stock, worth $4.71 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
61,093
Previous 54,888
11.3%
Holding current value
$4.71 Million
Previous $4.1 Million
14.05%
% of portfolio
2.04%
Previous 1.75%
Shares
9 transactions
Others Institutions Holding BIV
# of Institutions
999Shares Held
187MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc18.1MShares$1.39 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$944 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$640 Million0.53% of portfolio
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Goldman Sachs Group Inc New York, NY7.73MShares$595 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$586 Million0.53% of portfolio