Goepper Burkhardt’s Vanguard S&P 500 ETF VOO Stock Holding History

Goepper Burkhardt’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.42M	Buy	3,527 +1,577	+81%	+$1.05M	0.73%	27
2026 Q1	$1.16M	Buy	1,950 +755	+63%	+$472K	0.39%	33
2025 Q4	$749K	Buy	1,195 +670	+128%	+$416K	0.24%	51
2025 Q3	$322K	Buy	525 +30	+6%	+$17.7K	0.11%	75
2025 Q2	$281K	Buy	495 +25	+5%	+$13.1K	0.1%	80
2025 Q1	$242K	Sell	470 -5	-1%	-$2.7K	0.1%	84
2024 Q4	$256K	Buy	475 +18	+4%	+$9.75K	0.1%	72
2024 Q3	$241K	Hold	457	–	–	0.1%	75
2024 Q2	$229K	Hold	457	–	–	0.1%	74
2024 Q1	$219K	Buy	457 +15	+3%	+$6.87K	0.1%	76
2023 Q4	$204K	Buy	+442	New	+$181K	0.1%	76
2022 Q2	–	Sell	-553	Closed	-$230K	–	68
2022 Q1	$230K	Buy	+553	New	+$226K	0.14%	64

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Goepper Burkhardt's VOO Position: Q2 2026 in Review

Goepper Burkhardt increased its Vanguard S&P 500 ETF (VOO) stake by 81% in Q2 2026, buying an estimated $1.05M and bringing the position to 3,527 shares worth $2.42M. The position accounts for 0.73% of the portfolio, ranked #27.

Goepper Burkhardt first reported a position in VOO in Q1 2022 and has held it in 12 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Goepper Burkhardt held 3,527 shares of Vanguard S&P 500 ETF worth $2.42M as of Q2 2026.
Goepper Burkhardt bought 1,577 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.05M.
Vanguard S&P 500 ETF made up 0.73% of Goepper Burkhardt's portfolio in Q2 2026, its #27 holding.
Goepper Burkhardt first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 12 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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