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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$187K	Hold	610	–	–	0.02%	95
2026 Q1	$157K	Buy	610 +2	+0.3%	+$549	0.02%	99
2025 Q4	$170K	Buy	608 +1	+0.2%	+$286	0.03%	97
2025 Q3	$178K	Buy	607 +1	+0.2%	+$288	0.03%	89
2025 Q2	$172K	Hold	606	–	–	0.03%	94
2025 Q1	$148K	Buy	606 +1	+0.2%	+$260	0.03%	93
2024 Q4	$153K	Buy	605 +53	+10%	+$13.6K	0.04%	90
2024 Q3	$134K	Buy	552 +1	+0.2%	+$233	0.03%	94
2024 Q2	$126K	Hold	551	–	–	0.04%	121
2024 Q1	$130K	Buy	551 +1	+0.2%	+$224	0.04%	115
2023 Q4	$121K	Buy	550 +2	+0.4%	+$400	0.04%	91
2023 Q3	$107K	Buy	548 +1	+0.2%	+$204	0.04%	90
2023 Q2	$113K	Buy	547 +1	+0.2%	+$194	0.04%	89
2023 Q1	$107K	Buy	546 +1	+0.2%	+$191	0.04%	95
2022 Q4	$98K	Buy	545 +1	+0.2%	+$181	0.04%	85
2022 Q3	$92.8K	Buy	544 +1	+0.2%	+$189	0.04%	90
2022 Q2	$95.2K	Buy	543 +1	+0.2%	+$194	0.04%	92
2022 Q1	$121K	Buy	542 +1	+0.2%	+$221	0.04%	77
2021 Q4	$138K	Hold	541	–	–	0.05%	75
2021 Q3	$128K	Buy	541 +1	+0.2%	+$242	0.04%	63
2021 Q2	$128K	Hold	540	–	–	0.04%	63
2021 Q1	$116K	Hold	540	–	–	0.04%	88
2020 Q4	$114K	Hold	540	–	–	0.04%	84
2020 Q3	$97.2K	Hold	540	–	–	0.04%	84
2020 Q2	$89.1K	Hold	540	–	–	0.03%	85
2020 Q1	$68.4K	Hold	540	–	–	0.03%	88
2019 Q4	$85.7K	Hold	540	–	–	0.03%	102
2019 Q3	$80K	Buy	+540	New	+$80.9K	0.03%	101
2019 Q2	–	Sell	-537	Closed	-$76.7K	–	1378
2019 Q1	$76.7K	Hold	537	–	–	0.03%	92
2018 Q4	$64.3K	Buy	537 +2	+0.4%	+$257	0.02%	116
2018 Q3	$76.2K	Hold	535	–	–	0.03%	115
2018 Q2	$71.9K	Buy	535 +1	+0.2%	+$133	0.03%	107
2018 Q1	$69.2K	Buy	534 +1	+0.2%	+$131	0.03%	100
2017 Q4	$68K	Buy	533 +1	+0.2%	+$125	0.03%	103
2017 Q3	$64.7K	Buy	532 +2	+0.4%	+$238	0.03%	111
2017 Q2	$62.4K	Hold	530	–	–	0.03%	108
2017 Q1	$59.8K	Buy	530 +1	+0.2%	+$111	0.03%	84
2016 Q4	$55.9K	Buy	529 +2	+0.4%	+$210	0.03%	85
2016 Q3	$56.1K	Buy	527 +1	+0.2%	+$106	0.03%	82
2016 Q2	$53.6K	Buy	526 +1	+0.2%	+$101	0.03%	80
2016 Q1	$52.7K	Buy	525 +1	+0.2%	+$93	0.03%	88
2015 Q4	$52.3K	Buy	524 +2	+0.4%	+$203	0.03%	81
2015 Q3	$50.8K	Buy	522 +2	+0.4%	+$209	0.03%	84
2015 Q2	$55.4K	Hold	520	–	–	0.03%	80
2015 Q1	$56.2K	Hold	520	–	–	0.03%	71
2014 Q4	$52.8K	Buy	520 +4	+0.8%	+$395	0.03%	73
2014 Q3	$49.7K	Hold	516	–	–	0.04%	78
2014 Q2	$49.7K	Hold	516	–	–	0.04%	79
2014 Q1	$47.8K	Sell	516 -4	-0.8%	-$366	0.04%	85
2013 Q4	$52.8K	Buy	+520	New	+$45.4K	0.03%	73

Other funds holding VOT

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

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

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 610 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #95.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VOT in Q4 2013 and has held it in 50 quarters since. 401 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 610 shares of Vanguard Mid-Cap Growth ETF worth $187K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Growth ETF made up 0.02% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #95 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2013 and has held it in 50 quarters since.
401 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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