Raffa Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-27,282	Closed	-$1.99M	–	1682
2026 Q1	$1.99M	Buy	+27,282	New	+$2.12M	0.31%	38
2025 Q4	–	Sell	-114	Closed	-$9.11K	–	1198
2025 Q3	$9.11K	Sell	114 -18	-14%	-$1.38K	﹤0.01%	385
2025 Q2	$9.64K	Hold	132	–	–	﹤0.01%	385
2025 Q1	$8.16K	Hold	132	–	–	﹤0.01%	347
2024 Q4	$9.03K	Hold	132	–	–	﹤0.01%	345
2024 Q3	$8.45K	Hold	132	–	–	﹤0.01%	337
2024 Q2	$8.23K	Sell	132 -48	-27%	-$2.8K	﹤0.01%	467
2024 Q1	$10.3K	Sell	180 -138	-43%	-$7.59K	﹤0.01%	422
2023 Q4	$16.5K	Sell	318 -342	-52%	-$16.5K	0.01%	226
2023 Q3	$30K	Sell	660 -174	-21%	-$8.22K	0.01%	162
2023 Q2	$39.3K	Sell	834 -378	-31%	-$16.4K	0.01%	147
2023 Q1	$50.4K	Hold	1,212	–	–	0.02%	148
2022 Q4	$43K	Hold	1,212	–	–	0.02%	150
2022 Q3	$43.2K	Hold	1,212	–	–	0.02%	148
2022 Q2	$45K	Buy	+1,212	New	+$49.8K	0.02%	149

Other funds holding VUG

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Raffa Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 27,282 shares — an estimated $1.99M sold.

Raffa Wealth Management first reported a position in VUG in Q2 2022 and held it in 15 quarters. The position peaked at $1.99M in Q1 2026. 2,797 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Raffa Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
Raffa Wealth Management sold 27,282 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.99M.
Raffa Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and held it in 15 quarters.
Raffa Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.99M in Q1 2026.
2,797 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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