Jacobsen Capital Management Vanguard World Fd Esg U.S. Sto Transaction History
Jacobsen Capital Management
- $299 Million
- Q4 2025
A detailed history of Jacobsen Capital Management transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Jacobsen Capital Management holds 1,701 shares of ESGV stock, worth $202,163. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,701
Previous 1,697
0.24%
Holding current value
$202,163
Previous $200,000
1.0%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding ESGV
# of Institutions
717Shares Held
31.9MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.48MShares$414 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.68MShares$200 Million0.01% of portfolio
-
Wealthfront Advisers LLC1.5MShares$178 Million0.43% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$146 Million0.11% of portfolio
-
Visa Foundation1.17MShares$139 Million100.0% of portfolio