RWML
VB icon

RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Small-Cap ETF VB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
New +$261K 0.08% 68
2023
Q3 		$228K Buy
+1,207
New +$240K 0.08% 62
2022
Q4 		$219K Buy
1,194
+6
+0.5% +$1.11K 0.09% 54
2022
Q3 		$203K Buy
+1,188
New +$224K 0.09% 55
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
New +$49.4K 0.02% 139
2020
Q4 		$43.2K Buy
+222
New +$39.2K 0.02% 136
2020
Q2 		$32K Hold
219
– – 0.01% 141
2020
Q1 		$25.3K Buy
+219
New +$32.9K 0.01% 142
2019
Q3 		$33.4K Buy
+217
New +$33.6K 0.01% 159
2018
Q1 		$31.3K Buy
213
+1
+0.5% +$149 0.01% 147
2017
Q4 		$31.4K Buy
+212
New +$30.7K 0.01% 150
2017
Q1 		$28K Buy
+210
New +$27.8K 0.01% 130
2016
Q3 		$25.4K Buy
+208
New +$25.2K 0.01% 129
2016
Q1 		$25.7K Hold
230
– – 0.01% 127
2015
Q4 		$25.4K Buy
+230
New +$26.1K 0.02% 120
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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC increased its Vanguard 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, LLC first reported a position in VB in Q4 2013 and has held it in 33 quarters since. The position peaked at $295K in Q4 2024. 1,018 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 914 shares of Vanguard Small-Cap ETF worth $277K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 1 Vanguard Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Small-Cap ETF made up 0.03% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #77 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Small-Cap ETF in Q4 2013 and has held it in 33 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Vanguard Small-Cap ETF position peaked at $295K in Q4 2024.
  • 1,018 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

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