Wolff Financial Management LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1767940 KALAMAZOO, MI

Position in VB

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$32,314,641

+$1,251,013 QoQ

Shares Held

123,376

+2.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

22.54%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,314,641	123,376	+2.5%	Shares	Sole	2026-04-15
2025-12-31	$31,063,628	120,425	+2.3%	Shares	Sole	2026-02-06
2025-09-30	$29,929,010	117,701	+3.6%	Shares	Sole	2025-10-20
2025-06-30	$26,923,534	113,611	+2.0%	Shares	Sole	2025-07-09
2025-03-31	$24,708,493	111,425	+0.9%	Shares	Sole	2025-04-24
2024-12-31	$26,546,374	110,481	+0.1%	Shares	Sole	2025-01-21
2024-09-30	$26,180,393	110,368	+1.5%	Shares	Sole	2024-10-24
2024-03-31	$24,867,163	108,785	+1.2%	Shares	Sole	2024-04-24
2023-12-31	$22,923,588	107,456	+4.6%	Shares	Sole	2024-01-25
2023-09-30	$19,431,480	102,774	+9.9%	Shares	Sole	2023-10-30
2023-03-31	$17,720,637	93,483	+5.5%	Shares	Sole	2023-05-01
2022-12-31	$16,265,131	88,619	+55.9%	Shares	Sole	2023-02-06
2022-09-30	$9,715,549	56,846	+4.9%	Shares	Sole	2022-10-31
2022-06-30	$9,547,451	54,213	+2.6%	Shares	Sole	2022-08-05
2022-03-31	$11,228,706	52,836	+1.6%	Shares	Sole	2022-05-03
2021-12-31	$11,749,129	51,985	+23.5%	Shares	Sole	2022-02-08
2021-03-31	$9,014,266	42,107	+11.2%	Shares	Sole	2021-05-13
2020-12-31	$7,373,115	37,873	+3.9%	Shares	Sole	2021-01-21
2020-09-30	$5,607,394	36,459	-1.6%	Shares	Sole	2020-10-23
2020-06-30	$5,397,905	37,043	+3.1%	Shares	Sole	2020-07-21
2020-03-31	$4,146,951	35,923	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.