RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Financials ETF VFH Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC 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, LLC 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. 274 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

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

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