VOE β€” VANGUARD INDEX FDS

Ownership history in Goepper Burkhardt LLC  Β·  21 quarters on record

AI Ownership Summary

Goepper Burkhardt LLC reported VANGUARD INDEX FDS (VOE) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.43% in 2023 Q3. The latest visible filing shows VOE at 1.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VOE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Goepper Burkhardt LLC's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VOE was reported at 1.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.43% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Goepper Burkhardt LLC held VOE β€” position size vs. price
% of Fund (quarterly)    VOE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 29,933 -4,655 -13.5% 1.73% $5.3M 2026-02-14 (Est.) $192.39
2025 Q3 REDUCED 34,588 -1,478 -4.1% 2.06% $6.0M 2025-11-14 $172.93
2025 Q2 REDUCED 36,066 -3,632 -9.1% 2.19% $5.9M 2025-08-12 $167.64
2025 Q1 REDUCED 39,698 -4,510 -10.2% 2.55% $6.4M 2025-05-06 $154.50
2024 Q4 REDUCED 44,208 -2,627 -5.6% 2.90% $7.2M 2025-02-12 $160.05
2024 Q3 REDUCED 46,835 -3,657 -7.2% 3.24% $7.9M 2024-11-12 $166.66
2024 Q2 REDUCED 50,492 -491 -1.0% 3.44% $7.6M 2024-08-13 $150.83
2024 Q1 REDUCED 50,983 -2,595 -4.8% 3.66% $7.9M 2024-05-13 $148.15
2023 Q4 REDUCED 53,578 -1,910 -3.4% 3.84% $7.7M 2024-02-12 $139.29
2023 Q3 ADDED 55,488 +108 +0.2% 4.43% $7.3M 2023-11-13 $123.41
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Goepper Burkhardt LLC and VOE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Goepper Burkhardt LLC reported owning VOE?

Goepper Burkhardt LLC reported VOE across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VOE position in Goepper Burkhardt LLC's portfolio?

The largest reported portfolio weight for VOE was 4.43% in 2023 Q3.

What is the latest reported VOE position on this page?

The most recent filing on this page is 2025 Q4, when Goepper Burkhardt LLC reported 29,933 shares, equal to 1.73% of portfolio, with an estimated market value of $5.3M.

What does the chart on this VOE ownership page compare?

The chart compares Goepper Burkhardt LLC's quarterly VOE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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