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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89.3M Buy
241,262
+65,572
+37% +$23.4M 11.25% 1
2026
Q1 		$56.3M Buy
175,690
+3,775
+2% +$1.27M 8.8% 2
2025
Q4 		$57.6M Buy
171,915
+3,801
+2% +$1.26M 8.87% 2
2025
Q3 		$55.2M Buy
168,114
+7,351
+5% +$2.32M 9.91% 3
2025
Q2 		$48.9M Buy
160,763
+10,523
+7% +$2.96M 9.77% 3
2025
Q1 		$41.3M Buy
150,240
+11,522
+8% +$3.35M 9.4% 4
2024
Q4 		$40.2M Buy
138,718
+6,393
+5% +$1.87M 9.36% 4
2024
Q3 		$37.5M Buy
132,325
+4,483
+4% +$1.22M 9.04% 4
2024
Q2 		$34.2M Buy
127,842
+1,830
+1% +$474K 9.71% 3
2024
Q1 		$32.8M Sell
126,012
-3,048
-2% -$754K 9.76% 3
2023
Q4 		$30.6M Buy
129,060
+65
+0.1% +$14.4K 9.3% 3
2023
Q3 		$27.4M Buy
128,995
+3,391
+3% +$751K 9.32% 3
2023
Q2 		$27.7M Buy
125,604
+17,391
+16% +$3.63M 9.44% 3
2023
Q1 		$22.1M Buy
108,213
+6,129
+6% +$1.23M 8.04% 3
2022
Q4 		$19.5M Buy
102,084
+4,757
+5% +$917K 7.99% 3
2022
Q3 		$17.5M Sell
97,327
-4,012
-4% -$800K 7.73% 3
2022
Q2 		$19.1M Buy
101,339
+6,451
+7% +$1.33M 8.7% 3
2022
Q1 		$21.6M Buy
94,888
+7,809
+9% +$1.76M 8.04% 4
2021
Q4 		$21M Buy
87,079
+4,147
+5% +$979K 6.88% 4
2021
Q3 		$18.4M Buy
82,932
+2,914
+4% +$664K 6.38% 4
2021
Q2 		$17.8M Buy
80,018
+3,003
+4% +$652K 6.17% 5
2021
Q1 		$15.9M Buy
77,015
+5,363
+7% +$1.09M 5.61% 5
2020
Q4 		$13.9M Sell
71,652
-724
-1% -$132K 4.95% 5
2020
Q3 		$12.3M Buy
72,376
+3,400
+5% +$572K 4.63% 5
2020
Q2 		$10.8M Buy
68,976
+12,588
+22% +$1.86M 4.12% 5
2020
Q1 		$7.27M Buy
56,388
+12,387
+28% +$1.92M 2.71% 5
2019
Q4 		$7.2M Buy
44,001
+1,872
+4% +$293K 2.51% 5
2019
Q3 		$6.36M Buy
+42,129
New +$6.35M 2.27% 6
2019
Q2 		– Sell
-46,065
Closed -$6.67M – 1385
2019
Q1 		$6.67M Buy
46,065
+119
+0.3% +$16.6K 2.69% 5
2018
Q4 		$5.86M Buy
45,946
+6,977
+18% +$963K 2.24% 6
2018
Q3 		$5.83M Buy
38,969
+3,974
+11% +$585K 2.06% 5
2018
Q2 		$4.91M Sell
34,995
-31,549
-47% -$4.4M 1.83% 6
2018
Q1 		$9.03M Buy
66,544
+4,134
+7% +$580K 3.3% 4
2017
Q4 		$8.57M Buy
62,410
+269
+0.4% +$36K 3.32% 5
2017
Q3 		$8.05M Buy
62,141
+7,025
+13% +$890K 3.28% 5
2017
Q2 		$6.86M Buy
55,116
+152
+0.3% +$18.7K 2.97% 6
2017
Q1 		$6.67M Buy
54,964
+24,936
+83% +$2.99M 3.24% 6
2016
Q4 		$3.46M Sell
30,028
-340
-1% -$38.2K 1.81% 7
2016
Q3 		$3.38M Sell
30,368
-1,858
-6% -$206K 1.83% 7
2016
Q2 		$3.45M Buy
32,226
+43
+0.1% +$4.56K 1.91% 7
2016
Q1 		$3.37M Buy
32,183
+3,202
+11% +$317K 1.94% 6
2015
Q4 		$3.02M Buy
28,981
+126
+0.4% +$13.3K 1.81% 6
2015
Q3 		$2.85M Buy
28,855
+5,823
+25% +$611K 1.7% 6
2015
Q2 		$2.46M Buy
23,032
+19
+0.1% +$2.07K 1.47% 6
2015
Q1 		$2.47M Buy
23,013
+2,812
+14% +$300K 1.45% 6
2014
Q4 		$2.14M Buy
20,201
+88
+0.4% +$9.11K 1.29% 7
2014
Q3 		$2.04M Buy
20,113
+44
+0.2% +$4.5K 1.54% 6
2014
Q2 		$2.04M Buy
20,069
+45
+0.2% +$4.44K 1.56% 6
2014
Q1 		$1.95M Sell
20,024
-177
-0.9% -$16.9K 1.59% 5
2013
Q4 		$2.14M Buy
+20,201
New +$1.86M 1.29% 7

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC increased its Vanguard Total Stock Market ETF (VTI) stake by 37% in Q2 2026, buying an estimated $23.4M and bringing the position to 241,262 shares worth $89.3M. The position accounts for 11.25% of the portfolio, ranked #1.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VTI in Q4 2013 and has held it in 50 quarters since. 1,526 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 241,262 shares of Vanguard Total Stock Market ETF worth $89.3M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 65,572 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $23.4M.
  • Vanguard Total Stock Market ETF made up 11.25% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Total Stock Market ETF in Q4 2013 and has held it in 50 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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