Goepper Burkhardt LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1844142
GREENVILLE, SC
Position in VB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$412,000
+$10,630 QoQ
Shares Held
1,573
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $412,000 | 1,573 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $401,370 | 1,556 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $416,256 | 1,637 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $392,675 | 1,657 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $340,164 | 1,534 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||