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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Total World Stock ETF VT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223K Buy
1,419
+1
+0.1% +$153 0.03% 88
2026
Q1 		$196K Buy
1,418
+4
+0.3% +$575 0.03% 89
2025
Q4 		$199K Buy
1,414
+11
+0.8% +$1.54K 0.03% 90
2025
Q3 		$193K Buy
1,403
+328
+31% +$43.6K 0.03% 87
2025
Q2 		$138K Buy
1,075
+5
+0.5% +$598 0.03% 104
2025
Q1 		$124K Buy
1,070
+3
+0.3% +$359 0.03% 100
2024
Q4 		$125K Buy
1,067
+8
+0.8% +$960 0.03% 100
2024
Q3 		$127K Buy
1,059
+4
+0.4% +$460 0.03% 98
2024
Q2 		$119K Buy
1,055
+5
+0.5% +$551 0.03% 124
2024
Q1 		$116K Buy
1,050
+4
+0.4% +$423 0.03% 131
2023
Q4 		$108K Buy
1,046
+8
+0.8% +$770 0.03% 99
2023
Q3 		$96.7K Buy
1,038
+5
+0.5% +$485 0.03% 93
2023
Q2 		$100K Buy
1,033
+7
+0.7% +$656 0.03% 94
2023
Q1 		$94.5K Buy
1,026
+3
+0.3% +$272 0.03% 103
2022
Q4 		$88.2K Buy
1,023
+7
+0.7% +$598 0.04% 98
2022
Q3 		$80.1K Buy
1,016
+5
+0.5% +$439 0.04% 105
2022
Q2 		$86.2K Buy
1,011
+7
+0.7% +$647 0.04% 98
2022
Q1 		$102K Buy
1,004
+3
+0.3% +$304 0.04% 93
2021
Q4 		$108K Buy
1,001
+7
+0.7% +$744 0.04% 91
2021
Q3 		$101K Buy
994
+4
+0.4% +$419 0.04% 74
2021
Q2 		$103K Buy
990
+5
+0.5% +$510 0.04% 76
2021
Q1 		$95.8K Hold
985
– – 0.03% 99
2020
Q4 		$91.2K Hold
985
– – 0.03% 92
2020
Q3 		$79.4K Hold
985
– – 0.03% 91
2020
Q2 		$73.7K Hold
985
– – 0.03% 93
2020
Q1 		$61.9K Hold
985
– – 0.02% 94
2019
Q4 		$79.8K Hold
985
– – 0.03% 106
2019
Q3 		$73.7K Buy
+985
New +$73.6K 0.03% 107
2019
Q2 		– Sell
-972
Closed -$71.1K – 1384
2019
Q1 		$71.1K Buy
972
+3
+0.3% +$213 0.03% 97
2018
Q4 		$63.4K Buy
969
+12
+1% +$840 0.02% 118
2018
Q3 		$72.6K Hold
957
– – 0.03% 118
2018
Q2 		$70.2K Buy
957
+11
+1% +$820 0.03% 108
2018
Q1 		$69.7K Hold
946
– – 0.03% 99
2017
Q4 		$70.3K Buy
946
+11
+1% +$799 0.03% 102
2017
Q3 		$66.2K Buy
935
+6
+0.6% +$416 0.03% 109
2017
Q2 		$62.7K Buy
929
+4
+0.4% +$268 0.03% 107
2017
Q1 		$60.4K Hold
925
– – 0.03% 83
2016
Q4 		$56.5K Buy
925
+6
+0.7% +$363 0.03% 83
2016
Q3 		$55.9K Buy
919
+5
+0.5% +$302 0.03% 83
2016
Q2 		$53.1K Buy
914
+7
+0.8% +$406 0.03% 82
2016
Q1 		$52.3K Buy
907
+4
+0.4% +$218 0.03% 89
2015
Q4 		$52K Buy
903
+10
+1% +$586 0.03% 83
2015
Q3 		$49.4K Buy
893
+7
+0.8% +$416 0.03% 88
2015
Q2 		$54.5K Buy
886
+4
+0.5% +$253 0.03% 82
2015
Q1 		$54.3K Hold
882
– – 0.03% 75
2014
Q4 		$53K Buy
882
+10
+1% +$601 0.03% 72
2014
Q3 		$52.7K Buy
872
+6
+0.7% +$372 0.04% 76
2014
Q2 		$53.9K Buy
866
+5
+0.6% +$304 0.04% 75
2014
Q1 		$51.4K Sell
861
-21
-2% -$1.23K 0.04% 80
2013
Q4 		$53K Buy
+882
New +$50.8K 0.03% 72

Other funds holding VT

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM

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

RAFFA WEALTH MANAGEMENT, LLC increased its Vanguard Total World Stock ETF (VT) stake by 0.07% in Q2 2026, buying an estimated $153 and bringing the position to 1,419 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #88.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VT in Q4 2013 and has held it in 50 quarters since. 477 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,419 shares of Vanguard Total World Stock ETF worth $223K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 1 Vanguard Total World Stock ETF share in Q2 2026, an estimated $153.
  • Vanguard Total World Stock ETF made up 0.03% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #88 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Total World Stock ETF in Q4 2013 and has held it in 50 quarters since.
  • 477 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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