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SHEPHERD KAPLAN KROCHUK, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEPHERD KAPLAN KROCHUK, LLC on VTI, newest first. How the timeline and the estimate are built.

SHEPHERD KAPLAN KROCHUK, LLC held 33,836 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,836 shares
    Change vs previous 13F -247 shares

    9.95% of the 13F portfolio, value $12,520,691.

    13F-HR 0000919574-26-005448 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,083 shares
    Change vs previous 13F +3,817 shares

    9.19% of the 13F portfolio, value $10,934,310.

    13F-HR 0000919574-26-003276 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,266 shares
    Change vs previous 13F +6,452 shares

    8.38% of the 13F portfolio, value $10,147,449.

    13F-HR 0000919574-26-000962 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,814 shares
    Change vs previous 13F +3,892 shares

    6.41% of the 13F portfolio, value $7,815,059.

    13F-HR 0000919574-25-006712 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,922 shares
    Change vs previous 13F +5,957 shares

    5.26% of the 13F portfolio, value $6,054,994.

    13F-HR 0000919574-25-004649 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,965 shares
    Change vs previous 13F +2,373 shares

    3.29% of the 13F portfolio, value $3,838,232.

    13F-HR 0000919574-25-003040 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,592 shares
    Change vs previous 13F +3,916 shares

    2.81% of the 13F portfolio, value $3,359,621.

    13F-HR 0000919574-25-001155 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,676 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $2,173,435.

    13F-HR 0000919574-24-006588 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).