Raffa Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Raffa Wealth Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$277K	Buy	914 +1	+0.1%	+$287	0.03%	77
2026 Q1	$239K	Sell	913 -6	-0.7%	-$1.62K	0.04%	82
2025 Q4	$237K	Buy	919 +6	+0.7%	+$1.54K	0.04%	82
2025 Q3	$232K	Sell	913 -328	-26%	-$81.3K	0.04%	82
2025 Q2	$294K	Buy	1,241 +9	+0.7%	+$2.01K	0.06%	73
2025 Q1	$273K	Buy	1,232 +5	+0.4%	+$1.19K	0.06%	66
2024 Q4	$295K	Buy	1,227 +7	+0.6%	+$1.72K	0.07%	65
2024 Q3	$289K	Buy	1,220 +5	+0.4%	+$1.14K	0.07%	65
2024 Q2	$265K	Hold	1,215	–	–	0.08%	70
2024 Q1	$278K	Buy	1,215 +3	+0.2%	+$645	0.08%	68
2023 Q4	$259K	Buy	1,212 +5	+0.4%	+$963	0.08%	67
2023 Q3	$228K	Buy	1,207 +5	+0.4%	+$996	0.08%	62
2023 Q2	$239K	Buy	1,202 +4	+0.3%	+$756	0.08%	62
2023 Q1	$227K	Buy	1,198 +4	+0.3%	+$776	0.08%	64
2022 Q4	$219K	Buy	1,194 +6	+0.5%	+$1.11K	0.09%	54
2022 Q3	$203K	Buy	1,188 +4	+0.3%	+$755	0.09%	55
2022 Q2	$208K	Buy	1,184 +4	+0.3%	+$772	0.09%	55
2022 Q1	$251K	Buy	1,180 +3	+0.3%	+$632	0.09%	52
2021 Q4	$266K	Buy	1,177 +954	+428%	+$217K	0.09%	51
2021 Q3	$48.7K	Hold	223	–	–	0.02%	133
2021 Q2	$50.1K	Buy	223 +1	+0.5%	+$222	0.02%	139
2021 Q1	$47.6K	Hold	222	–	–	0.02%	139
2020 Q4	$43.2K	Buy	222 +2	+0.9%	+$353	0.02%	136
2020 Q3	$33.8K	Buy	220 +1	+0.5%	+$154	0.01%	142
2020 Q2	$32K	Hold	219	–	–	0.01%	141
2020 Q1	$25.3K	Hold	219	–	–	0.01%	142
2019 Q4	$36.2K	Buy	219 +2	+0.9%	+$319	0.01%	152
2019 Q3	$33.4K	Buy	+217	New	+$33.6K	0.01%	159
2019 Q2	–	Sell	-225	Closed	-$34.5K	–	1357
2019 Q1	$34.5K	Hold	225	–	–	0.01%	134
2018 Q4	$29.8K	Buy	225 +2	+0.9%	+$291	0.01%	156
2018 Q3	$36.3K	Buy	223 +10	+5%	+$1.62K	0.01%	150
2018 Q2	$33.2K	Hold	213	–	–	0.01%	145
2018 Q1	$31.3K	Buy	213 +1	+0.5%	+$149	0.01%	147
2017 Q4	$31.4K	Buy	212 +1	+0.5%	+$145	0.01%	150
2017 Q3	$29.8K	Buy	211 +1	+0.5%	+$136	0.01%	156
2017 Q2	$28.5K	Hold	210	–	–	0.01%	154
2017 Q1	$28K	Buy	210 +1	+0.5%	+$132	0.01%	130
2016 Q4	$27K	Buy	209 +1	+0.5%	+$124	0.01%	133
2016 Q3	$25.4K	Buy	208 +1	+0.5%	+$121	0.01%	129
2016 Q2	$23.9K	Sell	207 -23	-10%	-$2.61K	0.01%	127
2016 Q1	$25.7K	Hold	230	–	–	0.01%	127
2015 Q4	$25.4K	Buy	230 +4	+2%	+$453	0.02%	120
2015 Q3	$24.4K	Hold	226	–	–	0.01%	125
2015 Q2	$27.5K	Hold	226	–	–	0.02%	120
2015 Q1	$27.7K	Sell	226 -152	-40%	-$18K	0.02%	109
2014 Q4	$44.1K	Buy	378 +5	+1%	+$569	0.03%	83
2014 Q3	$41.2K	Hold	373	–	–	0.03%	86
2014 Q2	$43.6K	Hold	373	–	–	0.03%	84
2014 Q1	$42.1K	Sell	373 -5	-1%	-$554	0.03%	87
2013 Q4	$44.1K	Buy	+378	New	+$40.2K	0.03%	83

Other funds holding VB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raffa Wealth Management's VB Position: Q2 2026 in Review

Raffa Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.11% in Q2 2026, buying an estimated $287 and bringing the position to 914 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #77.

Raffa Wealth Management first reported a position in VB in Q4 2013 and has held it in 50 quarters since. The position peaked at $295K in Q4 2024. 2,397 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Raffa Wealth Management held 914 shares of Vanguard Morningstar Small-Cap ETF worth $277K as of Q2 2026.
Raffa Wealth Management bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Raffa Wealth Management's portfolio in Q2 2026, its #77 holding.
Raffa Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
Raffa Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $295K in Q4 2024.
2,397 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.