SKK
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Shepherd Kaplan Krochuk’s Vanguard Total Stock Market ETF VTI Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.9M Buy
34,083
+3,817
+13% +$1.28M 9.19% 1
2025
Q4 		$10.1M Buy
30,266
+6,452
+27% +$2.15M 8.38% 1
2025
Q3 		$7.82M Buy
23,814
+3,892
+20% +$1.23M 6.41% 2
2025
Q2 		$6.05M Buy
19,922
+5,957
+43% +$1.68M 5.26% 4
2025
Q1 		$3.84M Buy
13,965
+2,373
+20% +$689K 3.29% 9
2024
Q4 		$3.36M Buy
11,592
+3,916
+51% +$1.14M 2.81% 12
2024
Q3 		$2.17M Buy
7,676
+1,710
+29% +$466K 1.64% 22
2024
Q2 		$1.6M Buy
5,966
+178
+3% +$46.1K 1.26% 25
2024
Q1 		$1.5M Buy
5,788
+2,037
+54% +$504K 1.2% 23
2023
Q4 		$890K Buy
3,751
+317
+9% +$70.1K 0.72% 36
2023
Q3 		$729K Buy
3,434
+1,660
+94% +$367K 0.63% 35
2023
Q2 		$391K Sell
1,774
-506,746
-100% -$106M 0.31% 46
2023
Q1 		$564K Buy
+508,520
New +$102M 0.5% 42
2022
Q1 		– Sell
-1,508
Closed -$364K – 213
2021
Q4 		$364K Buy
1,508
+486
+48% +$115K 0.13% 117
2021
Q3 		$227K Sell
1,022
-163
-14% -$37.2K 0.08% 157
2021
Q2 		$264K Buy
1,185
+185
+19% +$40.1K 0.09% 148
2021
Q1 		$207K Sell
1,000
-1,302
-57% -$263K 0.08% 161
2020
Q4 		$448K Sell
2,302
-37
-2% -$6.76K 0.17% 98
2020
Q3 		$398K Buy
2,339
+283
+14% +$47.6K 0.17% 100
2020
Q2 		$322K Sell
2,056
-862
-30% -$127K 0.14% 116
2020
Q1 		$376K Buy
2,918
+392
+16% +$60.6K 0.61% 55
2019
Q4 		$413K Buy
2,526
+10
+0.4% +$1.57K 0.31% 106
2019
Q3 		$380K Buy
2,516
+5
+0.2% +$754 0.28% 107
2019
Q2 		$377K Buy
2,511
+308
+14% +$45.4K 0.27% 100
2019
Q1 		$319K Buy
2,203
+597
+37% +$83.3K 0.2% 115
2018
Q4 		$205K Buy
+1,606
New +$222K 0.14% 145
2017
Q2 		– Sell
-6,000
Closed -$728K – 269
2017
Q1 		$728K Hold
6,000
– – 0.37% 60
2016
Q4 		$692K Sell
6,000
-1,660
-22% -$187K 0.2% 68
2016
Q3 		$853K Hold
7,660
– – 0.18% 71
2016
Q2 		$821K Hold
7,660
– – 0.2% 71
2016
Q1 		$803K Hold
7,660
– – 0.25% 68
2015
Q4 		$799K Hold
7,660
– – 0.21% 77
2015
Q3 		$756K Hold
7,660
– – 0.2% 78
2015
Q2 		$820K Hold
7,660
– – 0.15% 119
2015
Q1 		$822K Hold
7,660
– – 0.15% 121
2014
Q4 		$812K Hold
7,660
– – 0.13% 151
2014
Q3 		$776K Hold
7,660
– – 0.1% 159
2014
Q2 		$780K Hold
7,660
– – 0.08% 169
2014
Q1 		$747K Hold
7,660
– – 0.09% 168
2013
Q4 		$735K Buy
7,660
+300
+4% +$27.6K 0.09% 160
2013
Q3 		$645K Hold
7,360
– – 0.1% 176
2013
Q2 		$608K Buy
+7,360
New +$611K 0.12% 171

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Shepherd Kaplan Krochuk increased its Vanguard Total Stock Market ETF (VTI) stake by 13% in Q1 2026, buying an estimated $1.28M and bringing the position to 34,083 shares worth $10.9M. The position accounts for 9.19% of the portfolio, ranked #1.

Shepherd Kaplan Krochuk first reported a position in VTI in Q2 2013 and has held it in 42 quarters since. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Shepherd Kaplan Krochuk held 34,083 shares of Vanguard Total Stock Market ETF worth $10.9M as of Q1 2026.
  • Shepherd Kaplan Krochuk bought 3,817 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.28M.
  • Vanguard Total Stock Market ETF made up 9.19% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #1 holding.
  • Shepherd Kaplan Krochuk first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 42 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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