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

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58.5K Hold
296
– – 0.01% 162
2026
Q1 		$54.6K Buy
296
+1
+0.3% +$187 0.01% 158
2025
Q4 		$52.3K Buy
295
+3
+1% +$525 0.01% 160
2025
Q3 		$50.9K Buy
292
+2
+0.7% +$340 0.01% 159
2025
Q2 		$47.7K Hold
290
– – 0.01% 184
2025
Q1 		$46.6K Buy
290
+2
+0.7% +$327 0.01% 151
2024
Q4 		$46.6K Buy
288
+2
+0.7% +$337 0.01% 154
2024
Q3 		$48K Buy
286
+3
+1% +$477 0.01% 147
2024
Q2 		$42.6K Hold
283
– – 0.01% 210
2024
Q1 		$44.2K Buy
+283
New +$41.6K 0.01% 201
2023
Q3 		$36.7K Buy
+280
New +$38.8K 0.01% 152
2022
Q4 		$37.2K Buy
275
+2
+0.7% +$268 0.02% 162
2022
Q3 		$33.3K Buy
+273
New +$37K 0.01% 167
2021
Q4 		$40.5K Buy
269
+1
+0.4% +$147 0.01% 166
2021
Q3 		$37.4K Buy
268
+1
+0.4% +$142 0.01% 154
2021
Q2 		$37.5K Buy
+267
New +$37.7K 0.01% 152
2020
Q4 		$31.4K Buy
+264
New +$29.6K 0.01% 156
2020
Q2 		$24.8K Hold
259
– – 0.01% 158
2020
Q1 		$21.1K Buy
+259
New +$27.9K 0.01% 152
2019
Q3 		$28.8K Buy
+255
New +$28.3K 0.01% 177
2018
Q1 		$233K Buy
2,129
+1
+0% +$112 0.09% 70
2017
Q4 		$237K Buy
+2,128
New +$230K 0.09% 80
2017
Q1 		$24.6K Buy
+241
New +$24.3K 0.01% 138
2016
Q3 		$22.4K Buy
+239
New +$22.1K 0.01% 134
2016
Q1 		$20.6K Hold
236
– – 0.01% 140
2015
Q4 		$20.3K Buy
+236
New +$20.6K 0.01% 134
2015
Q2 		$20.9K Hold
231
– – 0.01% 133
2015
Q1 		$21.2K Sell
231
-204
-47% -$18.4K 0.01% 121
2014
Q4 		$38.9K Buy
435
+7
+2% +$612 0.02% 90
2014
Q3 		$36.3K Sell
428
-137
-24% -$11.8K 0.03% 92
2014
Q2 		$49.1K Sell
565
-72
-11% -$6.04K 0.04% 82
2014
Q1 		$52.8K Buy
637
+202
+46% +$16.2K 0.04% 75
2013
Q4 		$38.9K Buy
+435
New +$33.6K 0.02% 90

Other funds holding VOE

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 296 shares worth $58.5K. The position accounts for 0.01% of the portfolio, ranked #162.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VOE in Q4 2013 and has held it in 33 quarters since. The position peaked at $237K in Q4 2017. 469 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 296 shares of Vanguard Mid-Cap Value ETF worth $58.5K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Value ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #162 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Mid-Cap Value ETF in Q4 2013 and has held it in 33 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Vanguard Mid-Cap Value ETF position peaked at $237K in Q4 2017.
  • 469 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

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