VGT VANGUARD WORLD FDS

Ownership history in Goepper Burkhardt LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Goepper Burkhardt LLC reported a position in VANGUARD WORLD FDS (VGT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.15% (2025 Q4)
Avg. % of fund
0.77%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 8,752 +1,919 +28.1% 2.15% $6.6M $753.78
2025 Q3 ADDED 6,833 +2,270 +49.7% 1.74% $5.1M $745.87
2025 Q2 ADDED 4,563 +284 +6.6% 1.11% $3.0M $661.84
2025 Q1 ADDED 4,279 +1,314 +44.3% 0.93% $2.3M $540.62
2024 Q4 ADDED 2,965 +643 +27.7% 0.75% $1.8M $619.00
2024 Q3 ADDED 2,322 +362 +18.5% 0.56% $1.4M $583.17
2024 Q2 ADDED 1,960 +500 +34.2% 0.51% $1.1M $572.41
2024 Q1 ADDED 1,460 +170 +13.2% 0.35% $754K $519.85
2023 Q4 ADDED 1,290 +100 +8.4% 0.33% $673K $478.71
2023 Q3 ADDED 1,190 +105 +9.7% 0.30% $494K $409.69
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% of Fund (quarterly)    VGT price (monthly, adj. close)
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