Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
JACOBSEN CAPITAL MANAGEMENT 01-24-2024 12-31-2023 83 197,803,343
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1 $41,608,459 868,653 0.02 0.01 242,511 38.73 12-31-2023
VANGUARD INDEX FDS GROWTH ETF 2 $31,567,448 101,542 0.02 0.02 -4,878 -4.58 12-31-2023
VANGUARD INDEX FDS VALUE ETF 3 $27,312,131 182,690 0.01 0.01 -9,678 -5.03 12-31-2023
VANGUARD INDEX FDS SM CP VAL ETF 4 $19,200,867 106,689 0.01 0.01 -6,970 -6.13 12-31-2023
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