VOT VANGUARD INDEX FDS

Ownership history in Goepper Burkhardt LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Goepper Burkhardt LLC reported a position in VANGUARD INDEX FDS (VOT). 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
5.86% (2022 Q1)
Avg. % of fund
4.13%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 19,735 -1,105 -5.3% 1.79% $5.5M $279.14
2025 Q3 REDUCED 20,840 -446 -2.1% 2.09% $6.1M $293.29
2025 Q2 REDUCED 21,286 -2,997 -12.3% 2.23% $6.1M $283.49
2025 Q1 REDUCED 24,283 -2,590 -9.6% 2.38% $5.9M $243.49
2024 Q4 REDUCED 26,873 -3,589 -11.8% 2.77% $6.8M $252.11
2024 Q3 REDUCED 30,462 -1,592 -5.0% 3.06% $7.4M $241.42
2024 Q2 REDUCED 32,054 -588 -1.8% 3.33% $7.4M $227.25
2024 Q1 REDUCED 32,642 -1,834 -5.3% 3.50% $7.5M $233.03
2023 Q4 REDUCED 34,476 -1,300 -3.6% 3.85% $7.7M $216.62
2023 Q3 REDUCED 35,776 -800 -2.2% 4.25% $7.0M $191.65
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOT price (monthly, adj. close)
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