Raffa Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$112K	Hold	848	–	–	0.01%	122
2026 Q1	$102K	Hold	848	–	–	0.02%	113
2025 Q4	$113K	Hold	848	–	–	0.02%	113
2025 Q3	$111K	Sell	848 -707	-45%	-$91.6K	0.02%	109
2025 Q2	$198K	Hold	1,555	–	–	0.04%	88
2025 Q1	$186K	Hold	1,555	–	–	0.04%	81
2024 Q4	$184K	Hold	1,555	–	–	0.04%	82
2024 Q3	$171K	Sell	1,555 -449	-22%	-$47.6K	0.04%	83
2024 Q2	$200K	Hold	2,004	–	–	0.06%	83
2024 Q1	$205K	Hold	2,004	–	–	0.06%	82
2023 Q4	$185K	Hold	2,004	–	–	0.06%	75
2023 Q3	$161K	Hold	2,004	–	–	0.05%	74
2023 Q2	$163K	Hold	2,004	–	–	0.06%	73
2023 Q1	$156K	Hold	2,004	–	–	0.06%	74
2022 Q4	$166K	Hold	2,004	–	–	0.07%	62
2022 Q3	$149K	Hold	2,004	–	–	0.07%	64
2022 Q2	$155K	Hold	2,004	–	–	0.07%	64
2022 Q1	$187K	Hold	2,004	–	–	0.07%	61
2021 Q4	$194K	Buy	+2,004	New	+$195K	0.06%	63

Other funds holding VFH

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

Raffa Wealth Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 848 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #122.

Raffa Wealth Management first reported a position in VFH in Q4 2021 and has held it in 19 quarters since. The position peaked at $205K in Q1 2024. 732 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Raffa Wealth Management held 848 shares of Vanguard Financials ETF worth $112K as of Q2 2026.
Raffa Wealth Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #122 holding.
Raffa Wealth Management first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 19 quarters since.
Raffa Wealth Management's Vanguard Financials ETF position peaked at $205K in Q1 2024.
732 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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