RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Utilities ETF VPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.4K	Hold	130	–	–	﹤0.01%	248
2026 Q1	$25.8K	Hold	130	–	–	﹤0.01%	236
2025 Q4	$24.1K	Hold	130	–	–	﹤0.01%	241
2025 Q3	$24.6K	Hold	130	–	–	﹤0.01%	235
2025 Q2	$22.9K	Hold	130	–	–	﹤0.01%	257
2025 Q1	$22.2K	Hold	130	–	–	0.01%	212
2024 Q4	$21.2K	Hold	130	–	–	﹤0.01%	227
2024 Q3	$22.6K	Sell	130 -48	-27%	-$7.72K	0.01%	211
2024 Q2	$26.3K	Sell	178 -47	-21%	-$7K	0.01%	269
2024 Q1	$32.1K	Sell	225 -29	-11%	-$3.92K	0.01%	229
2023 Q4	$34.8K	Sell	254 -116	-31%	-$15.3K	0.01%	153
2023 Q3	$47.2K	Hold	370	–	–	0.02%	136
2023 Q2	$52.6K	Hold	370	–	–	0.02%	129
2023 Q1	$54.6K	Hold	370	–	–	0.02%	139
2022 Q4	$56.7K	Hold	370	–	–	0.02%	126
2022 Q3	$52.6K	Hold	370	–	–	0.02%	129
2022 Q2	$56.4K	Hold	370	–	–	0.03%	128
2022 Q1	$59.9K	Hold	370	–	–	0.02%	128
2021 Q4	$57.9K	Hold	370	–	–	0.02%	138
2021 Q3	$51.5K	Buy	+370	New	+$54K	0.02%	130

Other funds holding VPU

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PWIA

Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 130 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VPU in Q3 2021 and has held it in 20 quarters since. The position peaked at $59.9K in Q1 2022. 260 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 130 shares of Vanguard Utilities ETF worth $25.4K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #248 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Utilities ETF in Q3 2021 and has held it in 20 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Vanguard Utilities ETF position peaked at $59.9K in Q1 2022.
260 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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