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Goepper Burkhardt’s Vanguard 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
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 $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goepper Burkhardt's VOE Position: Q1 2026 in Review

Goepper Burkhardt reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 13% in Q1 2026, selling an estimated $725K and leaving 26,051 shares worth $4.8M. The position accounts for 1.6% of the portfolio, ranked #16.

Goepper Burkhardt first reported a position in VOE in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.23M in Q1 2022. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Goepper Burkhardt held 26,051 shares of Vanguard Mid-Cap Value ETF worth $4.8M as of Q1 2026.
  • Goepper Burkhardt sold 3,882 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $725K.
  • Vanguard Mid-Cap Value ETF made up 1.6% of Goepper Burkhardt's portfolio in Q1 2026, its #16 holding.
  • Goepper Burkhardt first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Goepper Burkhardt's Vanguard Mid-Cap Value ETF position peaked at $8.23M in Q1 2022.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.