Back to VGES
BURKETT FINANCIAL SERVICES, LLC → VGES
BURKETT FINANCIAL SERVICES, LLC VGES Position History
VGES
Quarters held
67
Latest value
$417K
Q3 2026
Peak value
$26.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.8M |
| Q3 2025 | $1.5M |
| Q3 2025 | $790K |
| Q3 2025 | $262K |
| Q3 2025 | $4.1M |
| Q3 2025 | $100K |
| Q3 2025 | $540K |
| Q3 2025 | $809K |
| Q3 2025 | $69K |
| Q3 2025 | $108K |
| Q4 2025 | $12K |
| Q4 2025 | $4K |
| Q4 2025 | $24.1M |
| Q4 2025 | $1.5M |
| Q4 2025 | $1K |
| Q4 2025 | $841K |
| Q4 2025 | $242K |
| Q4 2025 | $5.3M |
| Q4 2025 | $22K |
| Q4 2025 | $531K |
| Q4 2025 | $2K |
| Q4 2025 | $649K |
| Q4 2025 | $2K |
| Q4 2025 | $83K |
| Q1 2026 | $12K |
| Q1 2026 | $1K |
| Q1 2026 | $24.2M |
| Q1 2026 | $1.5M |
| Q1 2026 | $14K |
| Q1 2026 | $981K |
| Q1 2026 | $243K |
| Q1 2026 | $5.8M |
| Q1 2026 | $5K |
| Q1 2026 | $21K |
| Q1 2026 | $543K |
| Q1 2026 | $2K |
| Q1 2026 | $558K |
| Q1 2026 | $9K |
| Q1 2026 | $90K |
| Q2 2026 | $13K |
| Q2 2026 | $1K |
| Q2 2026 | $26.6M |
| Q2 2026 | $1.6M |
| Q2 2026 | $15K |
| Q2 2026 | $1.2M |
| Q2 2026 | $268K |
| Q2 2026 | $6M |
| Q2 2026 | $25K |
| Q2 2026 | $593K |
| Q2 2026 | $515K |
| Q2 2026 | $11K |
| Q2 2026 | $95K |
| Q3 2026 | $470K |
| Q3 2026 | $1K |
| Q3 2026 | $26.4M |
| Q3 2026 | $1.5M |
| Q3 2026 | $555K |
| Q3 2026 | $34K |
| Q3 2026 | $1.4M |
| Q3 2026 | $267K |
| Q3 2026 | $4M |
| Q3 2026 | $25K |
| Q3 2026 | $580K |
| Q3 2026 | $452K |
| Q3 2026 | $281K |
| Q3 2026 | $135K |
| Q3 2026 | $417K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $417K | 1.1K | — | — |
| Q3 2026 | $135K | 473 | — | — |
| Q3 2026 | $281K | 1.3K | — | — |
| Q3 2026 | $452K | 5.0K | — | — |
| Q3 2026 | $580K | 7.4K | — | — |
| Q3 2026 | $25K | 35 | — | — |
| Q3 2026 | $4M | 70.3K | — | — |
| Q3 2026 | $267K | 4.5K | — | — |
| Q3 2026 | $1.4M | 8.7K | — | — |
| Q3 2026 | $34K | 219 | — | — |
| Q3 2026 | $555K | 5.5K | — | — |
| Q3 2026 | $1.5M | 10.0K | — | — |
| Q3 2026 | $26.4M | 374.3K | — | — |
| Q3 2026 | $1K | 15 | — | — |
| Q3 2026 | $470K | 5.5K | — | — |
| Q2 2026 | $95K | 311 | — | — |
| Q2 2026 | $11K | 52 | — | — |
| Q2 2026 | $515K | 6.0K | — | — |
| Q2 2026 | $593K | 7.4K | — | — |
| Q2 2026 | $25K | 35 | — | — |
| Q2 2026 | $6M | 101.2K | — | — |
| Q2 2026 | $268K | 4.5K | — | — |
| Q2 2026 | $1.2M | 7.5K | — | — |
| Q2 2026 | $15K | 153 | — | — |
| Q2 2026 | $1.6M | 10.4K | — | — |
| Q2 2026 | $26.6M | 373.7K | — | — |
| Q2 2026 | $1K | 15 | — | — |
| Q2 2026 | $13K | 153 | — | — |
| Q1 2026 | $90K | 342 | — | — |
| Q1 2026 | $9K | 43 | — | — |
| Q1 2026 | $558K | 1.3K | — | — |
| Q1 2026 | $2K | 8 | — | — |
| Q1 2026 | $543K | 1.9K | — | — |
| Q1 2026 | $21K | 35 | — | — |
| Q1 2026 | $5K | 101 | — | — |
| Q1 2026 | $5.8M | 97.3K | — | — |
| Q1 2026 | $243K | 4.5K | — | — |
| Q1 2026 | $981K | 7.1K | — | — |
| Q1 2026 | $14K | 151 | — | — |
| Q1 2026 | $1.5M | 10.4K | — | — |
| Q1 2026 | $24.2M | 378.3K | — | — |
| Q1 2026 | $1K | 15 | — | — |
| Q1 2026 | $12K | 153 | — | — |
| Q4 2025 | $83K | 321 | — | — |
| Q4 2025 | $2K | 8 | — | — |
| Q4 2025 | $649K | 1.3K | — | — |
| Q4 2025 | $2K | 8 | — | — |
| Q4 2025 | $531K | 1.8K | — | — |
| Q4 2025 | $22K | 35 | — | — |
| Q4 2025 | $5.3M | 88.0K | — | — |
| Q4 2025 | $242K | 4.5K | — | — |
| Q4 2025 | $841K | 6.0K | — | — |
| Q4 2025 | $1K | 26 | — | — |
| Q4 2025 | $1.5M | 10.3K | — | — |
| Q4 2025 | $24.1M | 386.3K | — | — |
| Q4 2025 | $4K | 56 | — | — |
| Q4 2025 | $12K | 153 | — | — |
| Q3 2025 | $108K | 425 | — | — |
| Q3 2025 | $69K | 371 | — | — |
| Q3 2025 | $809K | 1.7K | — | — |
| Q3 2025 | $540K | 1.8K | — | — |
| Q3 2025 | $100K | 163 | — | — |
| Q3 2025 | $4.1M | 69.0K | — | — |
| Q3 2025 | $262K | 4.8K | — | — |
| Q3 2025 | $790K | 5.7K | — | — |
| Q3 2025 | $1.5M | 10.6K | — | — |
| Q3 2025 | $23.8M | 397.1K | — | — |
Other funds holding VGES
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$54.2MSchwab US Dividend Equity ETF
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$52.9MSchwab US Dividend Equity ETF
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$52.2MSchwab US Large Cap Growth ETF
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$47.6MSchwab US Large Cap Growth ETF