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Shepherd Kaplan Krochuk’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Shepherd Kaplan Krochuk's VO Position: Q1 2026 in Review

Shepherd Kaplan Krochuk increased its Vanguard Mid-Cap ETF (VO) stake by 0.27% in Q1 2026, buying an estimated $7.43K and bringing the position to 37,704 shares worth $2.71M. The position accounts for 2.28% of the portfolio, ranked #14.

Shepherd Kaplan Krochuk first reported a position in VO in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.73M in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Shepherd Kaplan Krochuk held 37,704 shares of Vanguard Mid-Cap ETF worth $2.71M as of Q1 2026.
  • Shepherd Kaplan Krochuk bought 100 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $7.43K.
  • Vanguard Mid-Cap ETF made up 2.28% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #14 holding.
  • Shepherd Kaplan Krochuk first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • Shepherd Kaplan Krochuk's Vanguard Mid-Cap ETF position peaked at $2.73M in Q4 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.