Goepper Burkhardt’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Goepper Burkhardt’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$653K	Sell	7,578 -4,248	-36%	-$357K	0.2%	57
2026 Q1	$861K	Buy	11,826 +4,272	+57%	+$332K	0.29%	41
2025 Q4	$614K	Sell	7,554 -3,180	-30%	-$258K	0.2%	56
2025 Q3	$858K	Hold	10,734	–	–	0.29%	39
2025 Q2	$784K	Sell	10,734 -7,608	-41%	-$501K	0.29%	36
2025 Q1	$1.13M	Buy	18,342 +12,144	+196%	+$819K	0.45%	27
2024 Q4	$424K	Buy	+6,198	New	+$416K	0.17%	57

Other funds holding VUG

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

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goepper Burkhardt's VUG Position: Q2 2026 in Review

Goepper Burkhardt reduced its Vanguard Morningstar Growth ETF (VUG) stake by 36% in Q2 2026, selling an estimated $357K and leaving 7,578 shares worth $653K. The position accounts for 0.2% of the portfolio, ranked #57.

Goepper Burkhardt first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q1 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Goepper Burkhardt held 7,578 shares of Vanguard Morningstar Growth ETF worth $653K as of Q2 2026.
Goepper Burkhardt sold 4,248 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $357K.
Vanguard Morningstar Growth ETF made up 0.2% of Goepper Burkhardt's portfolio in Q2 2026, its #57 holding.
Goepper Burkhardt first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Goepper Burkhardt's Vanguard Morningstar Growth ETF position peaked at $1.13M in Q1 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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