Goepper Burkhardt’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Goepper Burkhardt’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 Q2	$507K	Sell	6,295 -793	-11%	-$61.5K	0.15%	64
2026 Q1	$509K	Sell	7,088 -444	-6%	-$33K	0.17%	61
2025 Q4	$547K	Sell	7,532 -496	-6%	-$36.1K	0.18%	60
2025 Q3	$590K	Sell	8,028 -196	-2%	-$14.1K	0.2%	57
2025 Q2	$575K	Buy	8,224 +148	+2%	+$9.71K	0.21%	52
2025 Q1	$522K	Buy	+8,076	New	+$542K	0.21%	55
2022 Q1	–	Sell	-3,200	Closed	-$204K	–	73
2021 Q4	$204K	Buy	+3,200	New	+$201K	0.12%	66

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goepper Burkhardt's VO Position: Q2 2026 in Review

Goepper Burkhardt reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, selling an estimated $61.5K and leaving 6,295 shares worth $507K. The position accounts for 0.15% of the portfolio, ranked #64.

Goepper Burkhardt first reported a position in VO in Q4 2021 and has held it in 7 quarters since. The position peaked at $590K in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Goepper Burkhardt held 6,295 shares of Vanguard Morningstar Mid-Cap ETF worth $507K as of Q2 2026.
Goepper Burkhardt sold 793 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $61.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of Goepper Burkhardt's portfolio in Q2 2026, its #64 holding.
Goepper Burkhardt first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 7 quarters since.
Goepper Burkhardt's Vanguard Morningstar Mid-Cap ETF position peaked at $590K in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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