Wolff Financial Management LLC: VGSH position timeline

Wolff Financial Management LLC held 513,142 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 513,142 shares

   Change vs previous 13F +35,092 shares

   5.96% of the 13F portfolio, value $29,864,860.

   13F-HR 0001767940-26-000004 filed by Wolff Financial Management LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 478,050 shares

   Change vs previous 13F +19,616 shares

   6.18% of the 13F portfolio, value $27,985,020.

   13F-HR 0001767940-26-000003 filed by Wolff Financial Management LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 458,434 shares

   Change vs previous 13F +19,883 shares

   6.06% of the 13F portfolio, value $26,923,817.

   13F-HR 0001767940-26-000001 filed by Wolff Financial Management LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 438,551 shares

   Change vs previous 13F +76,815 shares

   5.99% of the 13F portfolio, value $25,808,731.

   13F-HR 0001767940-25-000006 filed by Wolff Financial Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 361,736 shares

   Change vs previous 13F +11,869 shares

   5.49% of the 13F portfolio, value $21,263,000.

   13F-HR 0001767940-25-000004 filed by Wolff Financial Management LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 349,867 shares

   Change vs previous 13F +15,851 shares

   5.69% of the 13F portfolio, value $20,534,000.

   13F-HR 0001767940-25-000003 filed by Wolff Financial Management LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 334,016 shares

   Change vs previous 13F +21,689 shares

   5.39% of the 13F portfolio, value $19,433,000.

   13F-HR 0001767940-25-000001 filed by Wolff Financial Management LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 312,327 shares

   Change vs previous 13F not available

   5.01% of the 13F portfolio, value $18,434,000.

   13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).