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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goepper Burkhardt's VOO Position: Q1 2026 in Review

Goepper Burkhardt increased its Vanguard S&P 500 ETF (VOO) stake by 63% in Q1 2026, buying an estimated $472K and bringing the position to 1,950 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #33.

Goepper Burkhardt first reported a position in VOO in Q1 2022 and has held it in 11 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Goepper Burkhardt held 1,950 shares of Vanguard S&P 500 ETF worth $1.16M as of Q1 2026.
Goepper Burkhardt bought 755 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $472K.
Vanguard S&P 500 ETF made up 0.39% of Goepper Burkhardt's portfolio in Q1 2026, its #33 holding.
Goepper Burkhardt first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 11 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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