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Goepper Burkhardt’s Vanguard 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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goepper Burkhardt's VUG Position: Q1 2026 in Review

Goepper Burkhardt increased its Vanguard Growth ETF (VUG) stake by 57% in Q1 2026, buying an estimated $332K and bringing the position to 11,826 shares worth $861K. The position accounts for 0.29% of the portfolio, ranked #41.

Goepper Burkhardt first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q1 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Goepper Burkhardt held 11,826 shares of Vanguard Growth ETF worth $861K as of Q1 2026.
  • Goepper Burkhardt bought 4,272 Vanguard Growth ETF shares in Q1 2026, an estimated $332K.
  • Vanguard Growth ETF made up 0.29% of Goepper Burkhardt's portfolio in Q1 2026, its #41 holding.
  • Goepper Burkhardt first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Goepper Burkhardt's Vanguard Growth ETF position peaked at $1.13M in Q1 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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