Wolff Financial Management LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1767940 KALAMAZOO, MI

Position in VIG

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

Position Value

$1,497,462

-$45,393 QoQ

Shares Held

6,963

-0.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.04%

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	$1,497,462	6,963	-0.8%	Shares	Sole	2026-04-15
2025-12-31	$1,542,855	7,020	+13.5%	Shares	Sole	2026-02-06
2025-09-30	$1,334,229	6,183	0.0%	Shares	Sole	2025-10-20
2025-06-30	$1,265,474	6,183	0.0%	Shares	Sole	2025-07-09
2025-03-31	$1,199,440	6,183	-0.5%	Shares	Sole	2025-04-24
2024-12-31	$1,216,887	6,214	-3.2%	Shares	Sole	2025-01-21
2024-09-30	$1,271,743	6,421	-26.8%	Shares	Sole	2024-10-24
2024-03-31	$1,602,585	8,776	+0.0%	Shares	Sole	2024-04-24
2023-12-31	$1,495,260	8,775	+1.5%	Shares	Sole	2024-01-25
2023-09-30	$1,343,260	8,645	+0.0%	Shares	Sole	2023-10-30
2023-03-31	$1,330,954	8,642	-12.0%	Shares	Sole	2023-05-01
2022-12-31	$1,490,559	9,816	-5.4%	Shares	Sole	2023-02-06
2022-09-30	$1,403,095	10,381	+0.1%	Shares	Sole	2022-10-31
2022-06-30	$1,488,070	10,372	-0.1%	Shares	Sole	2022-08-05
2022-03-31	$1,684,031	10,385	-0.7%	Shares	Sole	2022-05-03
2021-12-31	$1,796,161	10,458	+3.0%	Shares	Sole	2022-02-08
2021-03-31	$1,493,597	10,155	+0.7%	Shares	Sole	2021-05-13
2020-12-31	$1,423,134	10,081	+3.6%	Shares	Sole	2021-01-21
2020-09-30	$1,252,505	9,735	-6.7%	Shares	Sole	2020-10-23
2020-06-30	$1,222,773	10,435	-15.7%	Shares	Sole	2020-07-21
2020-03-31	$1,279,451	12,375	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.