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

Goepper Burkhardt’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.59M Sell
23,226
-2,825
-11% -$547K 1.38% 17
2026
Q1 		$4.8M Sell
26,051
-3,882
-13% -$725K 1.6% 16
2025
Q4 		$5.31M Sell
29,933
-4,655
-13% -$815K 1.73% 18
2025
Q3 		$6.04M Sell
34,588
-1,478
-4% -$251K 2.06% 16
2025
Q2 		$5.93M Sell
36,066
-3,632
-9% -$575K 2.19% 15
2025
Q1 		$6.37M Sell
39,698
-4,510
-10% -$737K 2.55% 14
2024
Q4 		$7.15M Sell
44,208
-2,627
-6% -$443K 2.9% 12
2024
Q3 		$7.85M Sell
46,835
-3,657
-7% -$581K 3.24% 10
2024
Q2 		$7.6M Sell
50,492
-491
-1% -$74.5K 3.44% 7
2024
Q1 		$7.87M Sell
50,983
-2,595
-5% -$381K 3.66% 6
2023
Q4 		$7.73M Sell
53,578
-1,910
-3% -$257K 3.84% 8
2023
Q3 		$7.27M Buy
55,488
+108
+0.2% +$15K 4.43% 8
2023
Q2 		$7.66M Buy
55,380
+1,711
+3% +$228K 4.62% 7
2023
Q1 		$7.2M Sell
53,669
-51
-0.1% -$7.08K 4.71% 6
2022
Q4 		$7.27M Buy
53,720
+687
+1% +$92.2K 5.08% 6
2022
Q3 		$6.46M Sell
53,033
-525
-1% -$71.1K 4.8% 6
2022
Q2 		$6.94M Sell
53,558
-1,429
-3% -$202K 4.89% 6
2022
Q1 		$8.23M Buy
54,987
+3,395
+7% +$499K 4.99% 6
2021
Q4 		$7.76M Buy
51,592
+2,462
+5% +$362K 4.61% 7
2021
Q3 		$6.86M Buy
49,130
+378
+0.8% +$53.7K 4.37% 7
2021
Q2 		$6.85M Buy
48,752
+2,499
+5% +$353K 4.32% 7
2021
Q1 		$6.24M Buy
46,253
+5,384
+13% +$689K 4.24% 7
2020
Q4 		$4.86M Buy
+40,869
New +$4.58M 3.53% 11

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goepper Burkhardt's VOE Position: Q2 2026 in Review

Goepper Burkhardt reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 11% in Q2 2026, selling an estimated $547K and leaving 23,226 shares worth $4.59M. The position accounts for 1.38% of the portfolio, ranked #17.

Goepper Burkhardt first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.23M in Q1 2022. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Goepper Burkhardt held 23,226 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.59M as of Q2 2026.
  • Goepper Burkhardt sold 2,825 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $547K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.38% of Goepper Burkhardt's portfolio in Q2 2026, its #17 holding.
  • Goepper Burkhardt first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Goepper Burkhardt's Vanguard Morningstar Mid-Cap Value ETF position peaked at $8.23M in Q1 2022.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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