Ownership history in Jentner Corp · 35 quarters on record
This page tracks every 13F SEC filing in which Jentner Corp reported a position in VANGUARD INDEX FDS (VBR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | ADDED | 6,162 | +25 | +0.4% | 0.32% | $1.2M | $193.19 |
| 2025 Q1 | REDUCED | 6,137 | -70 | -1.1% | 0.34% | $1.1M | $183.70 |
| 2024 Q4 | REDUCED | 6,207 | -199 | -3.1% | 0.36% | $1.2M | $194.15 |
| 2024 Q3 | ADDED | 6,406 | +57 | +0.9% | 0.39% | $1.3M | $195.62 |
| 2024 Q2 | REDUCED | 6,349 | -25 | -0.4% | 0.38% | $1.2M | $177.05 |
| 2024 Q1 | REDUCED | 6,374 | -128 | -2.0% | 0.43% | $1.2M | $185.09 |
| 2023 Q4 | REDUCED | 6,502 | -175 | -2.6% | 0.45% | $1.2M | $172.73 |
| 2023 Q3 | REDUCED | 6,677 | -120 | -1.8% | 0.66% | $1.1M | $152.08 |
| 2023 Q2 | REDUCED | 6,797 | -37 | -0.5% | 0.70% | $1.1M | $156.87 |
| 2023 Q1 | REDUCED | 6,834 | -556 | -7.5% | 0.74% | $1.1M | $149.75 |
As of 2025 Q4 — sorted by position size