Shepherd Kaplan Krochuk’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.05M	Buy	37,820 +116	+0.3%	+$8.99K	2.42%	13
2026 Q1	$2.71M	Buy	37,704 +100	+0.3%	+$7.43K	2.28%	14
2025 Q4	$2.73M	Buy	37,604 +1,312	+4%	+$95.4K	2.25%	17
2025 Q3	$2.67M	Buy	36,292 +4,384	+14%	+$315K	2.19%	18
2025 Q2	$2.23M	Sell	31,908 -28	-0.1%	-$1.84K	1.94%	20
2025 Q1	$2.06M	Buy	31,936 +148	+0.5%	+$9.93K	1.77%	23
2024 Q4	$2.1M	Buy	31,788 +88	+0.3%	+$5.97K	1.75%	24
2024 Q3	$2.09M	Buy	31,700 +256	+0.8%	+$16.1K	1.58%	24
2024 Q2	$1.9M	Sell	31,444 -36	-0.1%	-$2.19K	1.5%	23
2024 Q1	$1.97M	Buy	31,480 +124	+0.4%	+$7.33K	1.57%	21
2023 Q4	$1.82M	Sell	31,356 -44	-0.1%	-$2.35K	1.48%	22
2023 Q3	$1.63M	Buy	31,400 +116	+0.4%	+$6.36K	1.42%	23
2023 Q2	$1.72M	Buy	31,284 +116	+0.4%	+$6.08K	1.36%	21
2023 Q1	$1.64M	Buy	31,168 +212	+0.7%	+$11.3K	1.45%	21
2022 Q4	$1.58M	Buy	30,956 +172	+0.6%	+$8.76K	0.94%	28
2022 Q3	$1.45M	Buy	30,784 +128	+0.4%	+$6.69K	0.72%	34
2022 Q2	$1.51M	Buy	30,656 +3,420	+13%	+$185K	0.66%	34
2022 Q1	$1.62M	Sell	27,236 -1,176	-4%	-$69K	0.61%	35
2021 Q4	$1.81M	Sell	28,412 -384	-1%	-$24.1K	0.65%	35
2021 Q3	$1.7M	Buy	28,796 +76	+0.3%	+$4.59K	0.63%	30
2021 Q2	$1.7M	Buy	28,720 +80	+0.3%	+$4.64K	0.61%	31
2021 Q1	$1.58M	Buy	28,640 +2,200	+8%	+$119K	0.61%	32
2020 Q4	$1.37M	Buy	26,440 +11,668	+79%	+$565K	0.5%	33
2020 Q3	$651K	Buy	14,772 +800	+6%	+$34.9K	0.27%	60
2020 Q2	$573K	Buy	13,972 +84	+0.6%	+$3.22K	0.26%	70
2020 Q1	$457K	Sell	13,888 -9,944	-42%	-$412K	0.74%	41
2019 Q4	$1.06M	Buy	23,832 +5,164	+28%	+$222K	0.8%	35
2019 Q3	$782K	Buy	18,668 +116	+0.6%	+$4.85K	0.57%	52
2019 Q2	$775K	Buy	+18,552	New	+$759K	0.55%	53

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Shepherd Kaplan Krochuk's VO Position: Q2 2026 in Review

Shepherd Kaplan Krochuk increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.31% in Q2 2026, buying an estimated $8.99K and bringing the position to 37,820 shares worth $3.05M. The position accounts for 2.42% of the portfolio, ranked #13.

Shepherd Kaplan Krochuk first reported a position in VO in Q2 2019 and has held it in 29 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Shepherd Kaplan Krochuk held 37,820 shares of Vanguard Morningstar Mid-Cap ETF worth $3.05M as of Q2 2026.
Shepherd Kaplan Krochuk bought 116 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.99K.
Vanguard Morningstar Mid-Cap ETF made up 2.42% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #13 holding.
Shepherd Kaplan Krochuk first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.