RAFFA WEALTH MANAGEMENT, LLC’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$363	Hold	3	–	–	﹤0.01%	1210
2026 Q1	$303	Hold	3	–	–	﹤0.01%	1118
2025 Q4	$293	Hold	3	–	–	﹤0.01%	1112
2025 Q3	$288	Hold	3	–	–	﹤0.01%	1123
2025 Q2	$264	Hold	3	–	–	﹤0.01%	1060
2025 Q1	$251	Hold	3	–	–	﹤0.01%	1035
2024 Q4	$276	Hold	3	–	–	﹤0.01%	1064
2024 Q3	$278	Hold	3	–	–	﹤0.01%	1040
2024 Q2	$252	Hold	3	–	–	﹤0.01%	1111
2024 Q1	$261	Hold	3	–	–	﹤0.01%	1089
2023 Q4	$255	Hold	3	–	–	﹤0.01%	1024
2023 Q3	$221	Hold	3	–	–	﹤0.01%	1023
2023 Q2	$233	Hold	3	–	–	﹤0.01%	1031
2023 Q1	$225	Sell	3 -1	-25%	-$92	﹤0.01%	1035
2022 Q4	$265	Sell	4 -198	-98%	-$17.6K	﹤0.01%	1009
2022 Q3	$16.3K	Hold	202	–	–	0.01%	224
2022 Q2	$17.2K	Hold	202	–	–	0.01%	221
2022 Q1	$20K	Hold	202	–	–	0.01%	216
2021 Q4	$21.3K	Buy	+202	New	+$21.2K	0.01%	216

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

MUAMU

Mitsubishi UFJ Asset Management (UK) London, United Kingdom $215M AUM 47.21% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 3 shares worth $363. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VIOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.3K in Q4 2021. 163 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 3 shares of Vanguard S&P Small-Cap 600 ETF worth $363 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1210 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and has held it in 19 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Vanguard S&P Small-Cap 600 ETF position peaked at $21.3K in Q4 2021.
163 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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