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

Goepper Burkhardt’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.97M Sell
16,215
-1,380
-8% -$398K 1.49% 16
2026
Q1 		$4.53M Sell
17,595
-2,140
-11% -$587K 1.51% 18
2025
Q4 		$5.51M Sell
19,735
-1,105
-5% -$316K 1.79% 17
2025
Q3 		$6.12M Sell
20,840
-446
-2% -$129K 2.09% 15
2025
Q2 		$6.05M Sell
21,286
-2,997
-12% -$773K 2.23% 14
2025
Q1 		$5.94M Sell
24,283
-2,590
-10% -$673K 2.38% 15
2024
Q4 		$6.82M Sell
26,873
-3,589
-12% -$924K 2.77% 13
2024
Q3 		$7.42M Sell
30,462
-1,592
-5% -$371K 3.06% 12
2024
Q2 		$7.36M Sell
32,054
-588
-2% -$135K 3.33% 8
2024
Q1 		$7.52M Sell
32,642
-1,834
-5% -$411K 3.5% 7
2023
Q4 		$7.74M Sell
34,476
-1,300
-4% -$260K 3.85% 7
2023
Q3 		$6.97M Sell
35,776
-800
-2% -$163K 4.25% 9
2023
Q2 		$7.53M Buy
36,576
+1,071
+3% +$208K 4.54% 8
2023
Q1 		$6.92M Sell
35,505
-498
-1% -$95.3K 4.53% 8
2022
Q4 		$6.47M Sell
36,003
-340
-0.9% -$61.6K 4.53% 7
2022
Q3 		$6.2M Sell
36,343
-401
-1% -$75.9K 4.61% 8
2022
Q2 		$6.44M Sell
36,744
-1,288
-3% -$249K 4.54% 7
2022
Q1 		$8.47M Sell
38,032
-648
-2% -$143K 5.14% 5
2021
Q4 		$9.85M Buy
38,680
+650
+2% +$164K 5.85% 5
2021
Q3 		$8.99M Sell
38,030
-97
-0.3% -$23.5K 5.73% 5
2021
Q2 		$9.01M Buy
38,127
+650
+2% +$146K 5.69% 5
2021
Q1 		$8.04M Buy
37,477
+1,740
+5% +$377K 5.47% 5
2020
Q4 		$7.58M Buy
+35,737
New +$7.04M 5.5% 5

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goepper Burkhardt's VOT Position: Q2 2026 in Review

Goepper Burkhardt reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 7.8% in Q2 2026, selling an estimated $398K and leaving 16,215 shares worth $4.97M. The position accounts for 1.49% of the portfolio, ranked #16.

Goepper Burkhardt first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.85M in Q4 2021. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Goepper Burkhardt held 16,215 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.97M as of Q2 2026.
  • Goepper Burkhardt sold 1,380 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $398K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.49% of Goepper Burkhardt's portfolio in Q2 2026, its #16 holding.
  • Goepper Burkhardt first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Goepper Burkhardt's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $9.85M in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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