RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$136K	Sell	1,685 -14,263	-89%	-$1.11M	0.02%	111
2026 Q1	$1.14M	Buy	15,948 +8,564	+116%	+$636K	0.18%	44
2025 Q4	$536K	Buy	7,384 +56	+0.8%	+$4.07K	0.08%	61
2025 Q3	$538K	Buy	7,328 +28	+0.4%	+$2.01K	0.1%	59
2025 Q2	$510K	Buy	7,300 +24	+0.3%	+$1.57K	0.1%	58
2025 Q1	$468K	Buy	7,276 +8	+0.1%	+$537	0.11%	55
2024 Q4	$480K	Buy	7,268 +52	+0.7%	+$3.53K	0.11%	52
2024 Q3	$475K	Buy	7,216 +32	+0.4%	+$2.01K	0.11%	53
2024 Q2	$435K	Hold	7,184	–	–	0.12%	55
2024 Q1	$449K	Buy	7,184 +28	+0.4%	+$1.66K	0.13%	54
2023 Q4	$416K	Buy	7,156 +36	+0.5%	+$1.92K	0.13%	52
2023 Q3	$371K	Buy	7,120 +28	+0.4%	+$1.54K	0.13%	47
2023 Q2	$390K	Buy	7,092 +24	+0.3%	+$1.26K	0.13%	44
2023 Q1	$373K	Buy	7,068 +28	+0.4%	+$1.49K	0.14%	43
2022 Q4	$359K	Buy	7,040 +40	+0.6%	+$2.04K	0.15%	39
2022 Q3	$329K	Buy	7,000 +28	+0.4%	+$1.46K	0.15%	37
2022 Q2	$343K	Buy	6,972 +20	+0.3%	+$1.08K	0.16%	37
2022 Q1	$413K	Buy	6,952 +24	+0.3%	+$1.41K	0.15%	33
2021 Q4	$441K	Buy	6,928 +24	+0.3%	+$1.5K	0.14%	34
2021 Q3	$409K	Buy	6,904 +16	+0.2%	+$967	0.14%	33
2021 Q2	$409K	Buy	6,888 +20	+0.3%	+$1.16K	0.14%	33
2021 Q1	$380K	Buy	6,868 +20	+0.3%	+$1.08K	0.13%	40
2020 Q4	$354K	Buy	6,848 +36	+0.5%	+$1.74K	0.13%	37
2020 Q3	$300K	Buy	6,812 +28	+0.4%	+$1.22K	0.11%	39
2020 Q2	$278K	Buy	6,784 +20	+0.3%	+$766	0.11%	39
2020 Q1	$223K	Sell	6,764 -1,960	-22%	-$81.2K	0.08%	44
2019 Q4	$389K	Buy	8,724 +20	+0.2%	+$859	0.14%	43
2019 Q3	$365K	Buy	+8,704	New	+$364K	0.13%	44
2019 Q2	–	Sell	-1,508	Closed	-$60.5K	–	1374
2019 Q1	$60.5K	Hold	1,508	–	–	0.02%	105
2018 Q4	$52K	Hold	1,508	–	–	0.02%	126
2018 Q3	$61.9K	Buy	1,508 +16	+1%	+$653	0.02%	123
2018 Q2	$58.8K	Buy	1,492 +4	+0.3%	+$157	0.02%	117
2018 Q1	$57.3K	Buy	1,488 +8	+0.5%	+$315	0.02%	111
2017 Q4	$57.3K	Buy	1,480 +8	+0.5%	+$302	0.02%	111
2017 Q3	$54K	Hold	1,472	–	–	0.02%	119
2017 Q2	$52.4K	Buy	1,472 +12	+0.8%	+$424	0.02%	118
2017 Q1	$50.9K	Hold	1,460	–	–	0.02%	96
2016 Q4	$48.1K	Buy	1,460 +8	+0.6%	+$259	0.03%	97
2016 Q3	$47K	Buy	1,452 +4	+0.3%	+$128	0.03%	91
2016 Q2	$44.8K	Buy	1,448 +4	+0.3%	+$122	0.02%	90
2016 Q1	$43.7K	Buy	1,444 +4	+0.3%	+$113	0.03%	104
2015 Q4	$43.2K	Buy	1,440 +8	+0.6%	+$244	0.03%	96
2015 Q3	$41.8K	Buy	1,432 +12	+0.8%	+$374	0.02%	99
2015 Q2	$45.2K	Buy	1,420 +4	+0.3%	+$130	0.03%	99
2015 Q1	$47K	Sell	1,416 -1,760	-55%	-$55.3K	0.03%	82
2014 Q4	$98.1K	Buy	3,176 +40	+1%	+$1.21K	0.06%	63
2014 Q3	$92K	Hold	3,136	–	–	0.07%	62
2014 Q2	$93K	Hold	3,136	–	–	0.07%	62
2014 Q1	$89K	Sell	3,136 -40	-1%	-$1.11K	0.07%	61
2013 Q4	$98.1K	Buy	+3,176	New	+$84.6K	0.06%	63

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MPWT

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

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

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

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

RAFFA WEALTH MANAGEMENT, LLC reduced its Vanguard Mid-Cap ETF (VO) stake by 89% in Q2 2026, selling an estimated $1.11M and leaving 1,685 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #111.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VO in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.14M in Q1 2026. 1,024 funds tracked by Wall St. Rank hold VO as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1,685 shares of Vanguard Mid-Cap ETF worth $136K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 14,263 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.11M.
Vanguard Mid-Cap ETF made up 0.02% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #111 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Vanguard Mid-Cap ETF position peaked at $1.14M in Q1 2026.
1,024 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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