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Raffa Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Raffa Wealth Management’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58.5K Hold
296
– – 0.01% 162
2026
Q1 		$54.6K Buy
296
+1
+0.3% +$187 0.01% 158
2025
Q4 		$52.3K Buy
295
+3
+1% +$525 0.01% 160
2025
Q3 		$50.9K Buy
292
+2
+0.7% +$340 0.01% 159
2025
Q2 		$47.7K Hold
290
– – 0.01% 184
2025
Q1 		$46.6K Buy
290
+2
+0.7% +$327 0.01% 151
2024
Q4 		$46.6K Buy
288
+2
+0.7% +$337 0.01% 154
2024
Q3 		$48K Buy
286
+3
+1% +$477 0.01% 147
2024
Q2 		$42.6K Hold
283
– – 0.01% 210
2024
Q1 		$44.2K Buy
283
+1
+0.4% +$147 0.01% 201
2023
Q4 		$40.9K Buy
282
+2
+0.7% +$269 0.01% 141
2023
Q3 		$36.7K Buy
280
+2
+0.7% +$277 0.01% 152
2023
Q2 		$38.5K Buy
278
+1
+0.4% +$133 0.01% 149
2023
Q1 		$37.1K Buy
277
+2
+0.7% +$277 0.01% 166
2022
Q4 		$37.2K Buy
275
+2
+0.7% +$268 0.02% 162
2022
Q3 		$33.3K Buy
273
+1
+0.4% +$135 0.01% 167
2022
Q2 		$35.2K Buy
272
+2
+0.7% +$283 0.02% 167
2022
Q1 		$40.5K Buy
270
+1
+0.4% +$147 0.02% 162
2021
Q4 		$40.5K Buy
269
+1
+0.4% +$147 0.01% 166
2021
Q3 		$37.4K Buy
268
+1
+0.4% +$142 0.01% 154
2021
Q2 		$37.5K Buy
267
+2
+0.8% +$283 0.01% 152
2021
Q1 		$35.8K Buy
265
+1
+0.4% +$128 0.01% 153
2020
Q4 		$31.4K Buy
264
+3
+1% +$336 0.01% 156
2020
Q3 		$26.4K Buy
261
+2
+0.8% +$203 0.01% 158
2020
Q2 		$24.8K Hold
259
– – 0.01% 158
2020
Q1 		$21.1K Buy
259
+2
+0.8% +$215 0.01% 152
2019
Q4 		$30.6K Buy
257
+2
+0.8% +$230 0.01% 171
2019
Q3 		$28.8K Buy
+255
New +$28.3K 0.01% 177
2019
Q2 		– Sell
-4,017
Closed -$433K – 1376
2019
Q1 		$433K Hold
4,017
– – 0.18% 33
2018
Q4 		$383K Buy
4,017
+1,887
+89% +$198K 0.15% 44
2018
Q3 		$241K Hold
2,130
– – 0.09% 76
2018
Q2 		$235K Buy
2,130
+1
+0% +$111 0.09% 62
2018
Q1 		$233K Buy
2,129
+1
+0% +$112 0.09% 70
2017
Q4 		$237K Buy
2,128
+1
+0% +$108 0.09% 80
2017
Q3 		$225K Buy
2,127
+1,884
+775% +$196K 0.09% 80
2017
Q2 		$25K Buy
243
+2
+0.8% +$205 0.01% 161
2017
Q1 		$24.6K Buy
241
+1
+0.4% +$101 0.01% 138
2016
Q4 		$23.4K Buy
240
+1
+0.4% +$95 0.01% 138
2016
Q3 		$22.4K Buy
239
+1
+0.4% +$93 0.01% 134
2016
Q2 		$21.2K Buy
238
+2
+0.8% +$176 0.01% 132
2016
Q1 		$20.6K Hold
236
– – 0.01% 140
2015
Q4 		$20.3K Buy
236
+2
+0.9% +$175 0.01% 134
2015
Q3 		$19.5K Buy
234
+3
+1% +$266 0.01% 138
2015
Q2 		$20.9K Hold
231
– – 0.01% 133
2015
Q1 		$21.2K Sell
231
-204
-47% -$18.4K 0.01% 121
2014
Q4 		$38.9K Buy
435
+7
+2% +$612 0.02% 90
2014
Q3 		$36.3K Sell
428
-137
-24% -$11.8K 0.03% 92
2014
Q2 		$49.1K Sell
565
-72
-11% -$6.04K 0.04% 82
2014
Q1 		$52.8K Buy
637
+202
+46% +$16.2K 0.04% 75
2013
Q4 		$38.9K Buy
+435
New +$33.6K 0.02% 90

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Raffa Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 296 shares worth $58.5K. The position accounts for 0.01% of the portfolio, ranked #162.

Raffa Wealth Management first reported a position in VOE in Q4 2013 and has held it in 50 quarters since. The position peaked at $433K in Q1 2019. 1,203 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Raffa Wealth Management held 296 shares of Vanguard Morningstar Mid-Cap Value ETF worth $58.5K as of Q2 2026.
  • Raffa Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Raffa Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2013 and has held it in 50 quarters since.
  • Raffa Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $433K in Q1 2019.
  • 1,203 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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