Shepherd Kaplan Krochuk’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.19M | Sell |
24,691
-996
| -4% | -$91.3K | 1.84% | 19 |
|
|
2025
Q4 | $2.27M | Buy |
25,687
+2,318
| +10% | +$208K | 1.88% | 19 |
|
|
2025
Q3 | $2.14M | Sell |
23,369
-89
| -0.4% | -$8.07K | 1.75% | 21 |
|
|
2025
Q2 | $2.09M | Sell |
23,458
-1,973
| -8% | -$174K | 1.82% | 22 |
|
|
2025
Q1 | $2.3M | Sell |
25,431
-1,492
| -6% | -$135K | 1.97% | 20 |
|
|
2024
Q4 | $2.4M | Sell |
26,923
-1,330
| -5% | -$126K | 2% | 21 |
|
|
2024
Q3 | $2.75M | Buy |
28,253
+2,643
| +10% | +$243K | 2.08% | 19 |
|
|
2024
Q2 | $2.15M | Sell |
25,610
-766
| -3% | -$63.3K | 1.69% | 20 |
|
|
2024
Q1 | $2.28M | Sell |
26,376
-8,275
| -24% | -$707K | 1.82% | 19 |
|
|
2023
Q4 | $3.06M | Sell |
34,651
-3,979
| -10% | -$315K | 2.49% | 15 |
|
|
2023
Q3 | $2.92M | Sell |
38,630
-1,993
| -5% | -$164K | 2.54% | 16 |
|
|
2023
Q2 | $3.39M | Buy |
40,623
+1,877
| +5% | +$154K | 2.68% | 16 |
|
|
2023
Q1 | $3.22M | Sell |
38,746
-1,202
| -3% | -$103K | 2.84% | 13 |
|
|
2022
Q4 | $3.29M | Buy |
39,948
+2,410
| +6% | +$200K | 1.95% | 18 |
|
|
2022
Q3 | $3.01M | Sell |
37,538
-2,374
| -6% | -$222K | 1.51% | 20 |
|
|
2022
Q2 | $3.64M | Buy |
39,912
+9,229
| +30% | +$920K | 1.59% | 17 |
|
|
2022
Q1 | $3.33M | Sell |
30,683
-2,857
| -9% | -$302K | 1.26% | 23 |
|
|
2021
Q4 | $3.89M | Sell |
33,540
-3,564
| -10% | -$389K | 1.4% | 17 |
|
|
2021
Q3 | $3.78M | Sell |
37,104
-1,976
| -5% | -$210K | 1.39% | 19 |
|
|
2021
Q2 | $3.98M | Buy |
39,080
+4,163
| +12% | +$413K | 1.42% | 20 |
|
|
2021
Q1 | $3.21M | Sell |
34,917
-3,052
| -8% | -$268K | 1.24% | 21 |
|
|
2020
Q4 | $3.23M | Sell |
37,969
-580
| -2% | -$48.1K | 1.19% | 22 |
|
|
2020
Q3 | $3.04M | Sell |
38,549
-22,898
| -37% | -$1.84M | 1.27% | 19 |
|
|
2020
Q2 | $4.83M | Buy |
+61,447
| New | +$4.66M | 2.16% | 14 |
|
|
2018
Q1 | – | Sell |
-4,500
| Closed | -$373K | – | 278 |
|
|
2017
Q4 | $373K | Hold |
4,500
| – | – | 0.23% | 122 |
|
|
2017
Q3 | $374K | Hold |
4,500
| – | – | 0.31% | 95 |
|
|
2017
Q2 | $375K | Hold |
4,500
| – | – | 0.22% | 105 |
|
|
2017
Q1 | $372K | Hold |
4,500
| – | – | 0.19% | 104 |
|
|
2016
Q4 | $371K | Sell |
4,500
-1,010
| -18% | -$82.3K | 0.11% | 107 |
|
|
2016
Q3 | $478K | Hold |
5,510
| – | – | 0.1% | 143 |
|
|
2016
Q2 | $489K | Hold |
5,510
| – | – | 0.12% | 111 |
|
|
2016
Q1 | $462K | Hold |
5,510
| – | – | 0.14% | 103 |
|
|
2015
Q4 | $439K | Hold |
5,510
| – | – | 0.12% | 130 |
|
|
2015
Q3 | $416K | Hold |
5,510
| – | – | 0.11% | 146 |
|
|
2015
Q2 | $412K | Hold |
5,510
| – | – | 0.08% | 196 |
|
|
2015
Q1 | $465K | Hold |
5,510
| – | – | 0.08% | 187 |
|
|
2014
Q4 | $446K | Hold |
5,510
| – | – | 0.07% | 220 |
|
|
2014
Q3 | $396K | Hold |
5,510
| – | – | 0.05% | 250 |
|
|
2014
Q2 | $412K | Hold |
5,510
| – | – | 0.04% | 251 |
|
|
2014
Q1 | $389K | Hold |
5,510
| – | – | 0.04% | 250 |
|
|
2013
Q4 | $356K | Hold |
5,510
| – | – | 0.05% | 267 |
|
|
2013
Q3 | $364K | Hold |
5,510
| – | – | 0.06% | 241 |
|
|
2013
Q2 | $379K | Buy |
+5,510
| New | +$400K | 0.07% | 242 |
|
Other funds holding VNQ
Shepherd Kaplan Krochuk's VNQ Position: Q1 2026 in Review
Shepherd Kaplan Krochuk reduced its Vanguard Real Estate ETF (VNQ) stake by 3.9% in Q1 2026, selling an estimated $91.3K and leaving 24,691 shares worth $2.19M. The position accounts for 1.84% of the portfolio, ranked #19.
Shepherd Kaplan Krochuk first reported a position in VNQ in Q2 2013 and has held it in 43 quarters since. The position peaked at $4.83M in Q2 2020. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.
- Shepherd Kaplan Krochuk held 24,691 shares of Vanguard Real Estate ETF worth $2.19M as of Q1 2026.
- Shepherd Kaplan Krochuk sold 996 Vanguard Real Estate ETF shares in Q1 2026, an estimated $91.3K.
- Vanguard Real Estate ETF made up 1.84% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #19 holding.
- Shepherd Kaplan Krochuk first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 43 quarters since.
- Shepherd Kaplan Krochuk's Vanguard Real Estate ETF position peaked at $4.83M in Q2 2020.
- 1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.
Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.