Wolff Financial Management LLC Vanguard Transaction History
Wolff Financial Management LLC
- $418 Million
- Q3 2025
A detailed history of Wolff Financial Management LLC transactions in Vanguard stock. As of the latest transaction made, Wolff Financial Management LLC holds 438,551 shares of VGSH stock, worth $25.8 Million. This represents 6.17% of its overall portfolio holdings.
Number of Shares
438,551
Previous 361,736
21.24%
Holding current value
$25.8 Million
Previous $21.3 Million
21.38%
% of portfolio
6.17%
Previous 5.49%
Shares
12 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
268MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio