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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.36M Buy
143,656
+96,040
+202% +$5.6M 1.05% 16
2026
Q1 		$2.79M Buy
47,616
+2,750
+6% +$161K 0.44% 31
2025
Q4 		$2.63M Sell
44,866
-703
-2% -$41.3K 0.41% 38
2025
Q3 		$2.68M Buy
45,569
+1,465
+3% +$85.9K 0.48% 36
2025
Q2 		$2.59M Buy
44,104
+1,585
+4% +$92.8K 0.52% 34
2025
Q1 		$2.5M Buy
42,519
+10,098
+31% +$589K 0.57% 33
2024
Q4 		$1.89M Buy
32,421
+13,687
+73% +$799K 0.44% 36
2024
Q3 		$1.11M Buy
18,734
+3,613
+24% +$212K 0.27% 40
2024
Q2 		$877K Buy
15,121
+1,666
+12% +$96.3K 0.25% 40
2024
Q1 		$781K Buy
13,455
+5,495
+69% +$320K 0.23% 42
2023
Q4 		$464K Buy
7,960
+1,796
+29% +$104K 0.14% 47
2023
Q3 		$355K Buy
6,164
+567
+10% +$32.7K 0.12% 48
2023
Q2 		$323K Buy
5,597
+582
+12% +$33.9K 0.11% 53
2023
Q1 		$294K Buy
5,015
+1,260
+34% +$73.2K 0.11% 51
2022
Q4 		$217K Buy
3,755
+338
+10% +$19.5K 0.09% 55
2022
Q3 		$197K Buy
3,417
+772
+29% +$45.2K 0.09% 56
2022
Q2 		$156K Buy
2,645
+327
+14% +$19.3K 0.07% 62
2022
Q1 		$137K Sell
2,318
-2,561
-52% -$154K 0.05% 70
2021
Q4 		$297K Buy
4,879
+4,842
+13,086% +$296K 0.1% 47
2021
Q3 		$2.27K Hold
37
– – ﹤0.01% 579
2021
Q2 		$2.27K Buy
+37
New +$2.28K ﹤0.01% 587
2020
Q2 		– Sell
-6,896
Closed -$430K – 903
2020
Q1 		$430K Buy
6,896
+529
+8% +$32.5K 0.16% 22
2019
Q4 		$387K Hold
6,367
– – 0.14% 45
2019
Q3 		$388K Buy
+6,367
New +$388K 0.14% 41
2014
Q3 		– Sell
-1,000
Closed -$60.9K – 761
2014
Q2 		$60.9K Hold
1,000
– – 0.05% 69
2014
Q1 		$60.9K Buy
+1,000
New +$60.9K 0.05% 68

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 202% in Q2 2026, buying an estimated $5.6M and bringing the position to 143,656 shares worth $8.36M. The position accounts for 1.05% of the portfolio, ranked #16.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VGSH in Q1 2014 and has held it in 26 quarters since. 410 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 143,656 shares of Vanguard Short-Term Treasury ETF worth $8.36M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 96,040 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $5.6M.
  • Vanguard Short-Term Treasury ETF made up 1.05% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #16 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Short-Term Treasury ETF in Q1 2014 and has held it in 26 quarters since.
  • 410 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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