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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.24M Buy
54,759
+117
+0.2% +$14.9K 0.91% 18
2026
Q1 		$6.13M Buy
54,642
+59
+0.1% +$7.01K 0.96% 17
2025
Q4 		$6.6M Buy
54,583
+93
+0.2% +$11.2K 1.02% 17
2025
Q3 		$6.45M Sell
54,490
-790
-1% -$89.9K 1.16% 13
2025
Q2 		$6.06M Buy
55,280
+2,122
+4% +$214K 1.21% 16
2025
Q1 		$5.21M Buy
53,158
+29
+0.1% +$3.03K 1.18% 16
2024
Q4 		$5.57M Buy
53,129
+13,123
+33% +$1.38M 1.3% 14
2024
Q3 		$4.07M Buy
40,006
+25,631
+178% +$2.51M 0.98% 21
2024
Q2 		$1.39M Sell
14,375
-2,065
-13% -$191K 0.39% 38
2024
Q1 		$1.53M Buy
16,440
+40
+0.2% +$3.56K 0.46% 34
2023
Q4 		$1.4M Sell
16,400
-29
-0.2% -$2.29K 0.42% 34
2023
Q3 		$1.24M Buy
16,429
+13
+0.1% +$1.02K 0.42% 29
2023
Q2 		$1.29M Buy
16,416
+1
+0% +$74 0.44% 30
2023
Q1 		$1.18M Buy
16,415
+46
+0.3% +$3.21K 0.43% 28
2022
Q4 		$1.08M Sell
16,369
-903
-5% -$60.2K 0.44% 26
2022
Q3 		$1.09M Buy
17,272
+60
+0.3% +$4.21K 0.48% 25
2022
Q2 		$1.14M Buy
17,212
+2,465
+17% +$178K 0.52% 22
2022
Q1 		$1.2M Sell
14,747
-38
-0.3% -$3.06K 0.44% 21
2021
Q4 		$1.3M Buy
14,785
+14,721
+23,002% +$1.26M 0.43% 20
2021
Q3 		$5.16K Buy
64
+6
+10% +$494 ﹤0.01% 370
2021
Q2 		$4.66K Buy
58
+9
+18% +$698 ﹤0.01% 395
2021
Q1 		$3.62K Buy
+49
New +$3.55K ﹤0.01% 479

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ESGV Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.21% in Q2 2026, buying an estimated $14.9K and bringing the position to 54,759 shares worth $7.24M. The position accounts for 0.91% of the portfolio, ranked #18.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ESGV in Q1 2021 and has held it in 22 quarters since. 269 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 54,759 shares of Vanguard ESG US Stock ETF worth $7.24M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 117 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $14.9K.
  • Vanguard ESG US Stock ETF made up 0.91% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #18 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 22 quarters since.
  • 269 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.