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Goepper Burkhardt’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Goepper Burkhardt’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.1M Sell
114,546
-1,305
-1% -$300K 8.14% 3
2026
Q1 		$24.9M Buy
115,851
+599
+0.5% +$134K 8.33% 3
2025
Q4 		$25.3M Buy
115,252
+6,659
+6% +$1.45M 8.25% 3
2025
Q3 		$23.4M Buy
108,593
+146
+0.1% +$30.7K 7.99% 3
2025
Q2 		$22.2M Buy
108,447
+1,976
+2% +$383K 8.18% 3
2025
Q1 		$20.7M Sell
106,471
-2,058
-2% -$409K 8.26% 3
2024
Q4 		$21.3M Sell
108,529
-112
-0.1% -$22.4K 8.63% 3
2024
Q3 		$21.5M Sell
108,641
-1,441
-1% -$274K 8.87% 3
2024
Q2 		$20.1M Sell
110,082
-4,180
-4% -$752K 9.1% 3
2024
Q1 		$20.7M Sell
114,262
-8,126
-7% -$1.43M 9.64% 3
2023
Q4 		$21.5M Buy
122,388
+7,408
+6% +$1.19M 10.7% 2
2023
Q3 		$17.9M Buy
114,980
+1,492
+1% +$242K 10.9% 2
2023
Q2 		$18.4M Buy
113,488
+3,547
+3% +$555K 11.12% 2
2023
Q1 		$16.9M Buy
109,941
+4,772
+5% +$731K 11.08% 2
2022
Q4 		$16M Sell
105,169
-2,787
-3% -$415K 11.18% 1
2022
Q3 		$14.6M Sell
107,956
-1,438
-1% -$214K 10.85% 3
2022
Q2 		$15.7M Sell
109,394
-248
-0.2% -$37.7K 11.06% 2
2022
Q1 		$17.8M Buy
109,642
+2,813
+3% +$454K 10.79% 3
2021
Q4 		$18.3M Sell
106,829
-2,030
-2% -$335K 10.9% 3
2021
Q3 		$16.7M Sell
108,859
-3,411
-3% -$544K 10.66% 3
2021
Q2 		$17.4M Sell
112,270
-4,976
-4% -$764K 10.97% 3
2021
Q1 		$17.2M Sell
117,246
-2,846
-2% -$405K 11.72% 2
2020
Q4 		$17M Buy
+120,092
New +$16.3M 12.3% 3

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goepper Burkhardt's VIG Position: Q2 2026 in Review

Goepper Burkhardt reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2026, selling an estimated $300K and leaving 114,546 shares worth $27.1M. The position accounts for 8.14% of the portfolio, ranked #3.

Goepper Burkhardt first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Goepper Burkhardt held 114,546 shares of Vanguard Dividend Appreciation ETF worth $27.1M as of Q2 2026.
  • Goepper Burkhardt sold 1,305 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $300K.
  • Vanguard Dividend Appreciation ETF made up 8.14% of Goepper Burkhardt's portfolio in Q2 2026, its #3 holding.
  • Goepper Burkhardt first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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