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Disclosery

Wolff Financial Management LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wolff Financial Management LLC on VUG, newest first. How the timeline and the estimate are built.

Wolff Financial Management LLC held 563,790 VUG 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 563,790 shares
    Change vs previous 13F +470,736 shares

    9.68% of the 13F portfolio, value $48,564,852.

    13F-HR 0001767940-26-000004 filed by Wolff Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 93,054 shares
    Change vs previous 13F +1,598 shares

    8.98% of the 13F portfolio, value $40,644,980.

    13F-HR 0001767940-26-000003 filed by Wolff Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 91,456 shares
    Change vs previous 13F +422 shares

    10.03% of the 13F portfolio, value $44,617,799.

    13F-HR 0001767940-26-000001 filed by Wolff Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 91,034 shares
    Change vs previous 13F -3,671 shares

    10.14% of the 13F portfolio, value $43,661,055.

    13F-HR 0001767940-25-000006 filed by Wolff Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 94,705 shares
    Change vs previous 13F +45 shares

    10.72% of the 13F portfolio, value $41,519,000.

    13F-HR 0001767940-25-000004 filed by Wolff Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 94,660 shares
    Change vs previous 13F -604 shares

    9.72% of the 13F portfolio, value $35,102,000.

    13F-HR 0001767940-25-000003 filed by Wolff Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 95,264 shares
    Change vs previous 13F -2,716 shares

    10.85% of the 13F portfolio, value $39,100,000.

    13F-HR 0001767940-25-000001 filed by Wolff Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 97,980 shares
    Change vs previous 13F not available

    10.22% of the 13F portfolio, value $37,617,000.

    13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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