Goepper Burkhardt’s Vanguard Information Technology ETF VGT Stock Holding History

Goepper Burkhardt’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.83M	Buy	73,880 +1,616	+2%	+$177K	2.65%	13
2026 Q1	$6.3M	Buy	72,264 +2,248	+3%	+$207K	2.11%	14
2025 Q4	$6.6M	Buy	70,016 +15,352	+28%	+$1.46M	2.15%	13
2025 Q3	$5.1M	Buy	54,664 +18,160	+50%	+$1.59M	1.74%	18
2025 Q2	$3.03M	Buy	36,504 +2,272	+7%	+$165K	1.11%	21
2025 Q1	$2.32M	Buy	34,232 +10,512	+44%	+$792K	0.93%	22
2024 Q4	$1.84M	Buy	23,720 +5,144	+28%	+$395K	0.75%	23
2024 Q3	$1.36M	Buy	18,576 +2,896	+18%	+$206K	0.56%	28
2024 Q2	$1.13M	Buy	15,680 +4,000	+34%	+$266K	0.51%	29
2024 Q1	$754K	Buy	11,680 +1,360	+13%	+$86.2K	0.35%	37
2023 Q4	$673K	Buy	10,320 +800	+8%	+$44.6K	0.33%	35
2023 Q3	$494K	Buy	9,520 +840	+10%	+$45.7K	0.3%	35
2023 Q2	$480K	Buy	8,680 +600	+7%	+$30.1K	0.29%	33
2023 Q1	$389K	Buy	+8,080	New	+$357K	0.25%	38

Other funds holding VGT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Goepper Burkhardt's VGT Position: Q2 2026 in Review

Goepper Burkhardt increased its Vanguard Information Technology ETF (VGT) stake by 2.2% in Q2 2026, buying an estimated $177K and bringing the position to 73,880 shares worth $8.83M. The position accounts for 2.65% of the portfolio, ranked #13.

Goepper Burkhardt first reported a position in VGT in Q1 2023 and has held it in 14 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Goepper Burkhardt held 73,880 shares of Vanguard Information Technology ETF worth $8.83M as of Q2 2026.
Goepper Burkhardt bought 1,616 Vanguard Information Technology ETF shares in Q2 2026, an estimated $177K.
Vanguard Information Technology ETF made up 2.65% of Goepper Burkhardt's portfolio in Q2 2026, its #13 holding.
Goepper Burkhardt first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 14 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.