Wolff Financial Management LLC VCSH VANGUARD SCOTTSDALE FDS

Ownership history in Wolff Financial Management LLC  ·  29 quarters on record

AI Ownership Summary

Wolff Financial Management LLC reported VANGUARD SCOTTSDALE FDS (VCSH) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 14.89% in 2024 Q2. The latest visible filing shows VCSH at 7.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VCSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wolff Financial Management LLC's position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VCSH was reported at 7.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.89% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wolff Financial Management LLC held VCSH — position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 400,080 +14,657 +3.8% 7.01% $31.7M 2026-04-15 $79.40
2025 Q4 ADDED 385,423 +18,016 +4.9% 6.91% $30.7M 2026-02-06 $79.30
2025 Q3 ADDED 367,407 +69,010 +23.1% 6.82% $29.4M 2025-10-20 $78.34
2025 Q2 ADDED 298,397 +7,591 +2.6% 6.13% $23.7M 2025-07-09 $76.55
2025 Q1 ADDED 290,806 +10,740 +3.8% 6.36% $23.0M 2025-04-24 $75.41
2024 Q4 ADDED 280,066 +7,993 +2.9% 6.06% $21.8M 2025-01-21 $74.06
2024 Q3 ADDED 272,073 +11,005 +4.2% 5.87% $21.6M 2024-10-24 $73.65
2024 Q2 ADDED 261,068 +6,571 +2.6% 14.89% $20.2M 2024-07-18 $72.14
2024 Q1 ADDED 254,497 +3,788 +1.5% 5.74% $19.7M 2024-04-24 $70.35
2023 Q4 REDUCED 250,709 -117 -0.0% 5.99% $19.4M 2024-01-25 $70.47
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wolff Financial Management LLC and VCSH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wolff Financial Management LLC reported owning VCSH?

Wolff Financial Management LLC reported VCSH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VCSH position in Wolff Financial Management LLC's portfolio?

The largest reported portfolio weight for VCSH was 14.89% in 2024 Q2.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2026 Q1, when Wolff Financial Management LLC reported 400,080 shares, equal to 7.01% of portfolio, with an estimated market value of $31.7M.

What does the chart on this VCSH ownership page compare?

The chart compares Wolff Financial Management LLC's quarterly VCSH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wolff Financial Management LLC time their VCSH position?

Based on 13F filing dates vs. subsequent VCSH price moves, Wolff Financial Management LLC correctly timed 22 out of 28 reported position changes (79%). The annualised alpha on VCSH relative to SPY over the holding period was -13.2%.

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