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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.45M Buy
9,389
+26
+0.3% +$17.3K 0.81% 20
2026
Q1 		$5.59M Buy
9,363
+29
+0.3% +$18.1K 0.87% 18
2025
Q4 		$5.85M Sell
9,334
-594
-6% -$369K 0.9% 20
2025
Q3 		$6.08M Sell
9,928
-50
-0.5% -$29.5K 1.09% 16
2025
Q2 		$5.67M Buy
9,978
+42
+0.4% +$22.1K 1.13% 17
2025
Q1 		$5.11M Buy
9,936
+112
+1% +$60.5K 1.16% 17
2024
Q4 		$5.29M Sell
9,824
-530
-5% -$287K 1.23% 15
2024
Q3 		$5.46M Buy
10,354
+37
+0.4% +$18.8K 1.32% 14
2024
Q2 		$5.16M Buy
10,317
+754
+8% +$363K 1.46% 15
2024
Q1 		$4.6M Buy
+9,563
New +$4.38M 1.37% 15
2023
Q3 		$115K Buy
+292
New +$119K 0.04% 88
2022
Q4 		$119K Sell
339
-422
-55% -$149K 0.05% 73
2022
Q3 		$250K Buy
+761
New +$278K 0.11% 49
2021
Q4 		$331K Buy
759
+2
+0.3% +$844 0.11% 45
2021
Q3 		$299K Buy
757
+1
+0.1% +$406 0.1% 41
2021
Q2 		$298K Buy
+756
New +$290K 0.1% 42
2020
Q4 		$293K Buy
+854
New +$278K 0.1% 45
2020
Q2 		$240K Buy
847
+65
+8% +$17.5K 0.09% 46
2020
Q1 		$185K Buy
+782
New +$219K 0.07% 52
2019
Q3 		$487K Buy
+1,785
New +$484K 0.17% 29

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC increased its Vanguard S&P 500 ETF (VOO) stake by 0.28% in Q2 2026, buying an estimated $17.3K and bringing the position to 9,389 shares worth $6.45M. The position accounts for 0.81% of the portfolio, ranked #20.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VOO in Q3 2019 and has held it in 20 quarters since. 1,585 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 9,389 shares of Vanguard S&P 500 ETF worth $6.45M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 26 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $17.3K.
  • Vanguard S&P 500 ETF made up 0.81% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #20 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 20 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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