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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Growth ETF VUG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-27,282
Closed -$1.99M – 1682
2026
Q1 		$1.99M Buy
+27,282
New +$2.12M 0.31% 38
2025
Q4 		– Sell
-114
Closed -$9.11K – 1198
2025
Q3 		$9.11K Sell
114
-18
-14% -$1.38K ﹤0.01% 385
2025
Q2 		$9.64K Hold
132
– – ﹤0.01% 385
2025
Q1 		$8.16K Hold
132
– – ﹤0.01% 347
2024
Q4 		$9.03K Hold
132
– – ﹤0.01% 345
2024
Q3 		$8.45K Hold
132
– – ﹤0.01% 337
2024
Q2 		$8.23K Sell
132
-48
-27% -$2.8K ﹤0.01% 467
2024
Q1 		$10.3K Sell
180
-138
-43% -$7.59K ﹤0.01% 422
2023
Q4 		$16.5K Sell
318
-342
-52% -$16.5K 0.01% 226
2023
Q3 		$30K Sell
660
-174
-21% -$8.22K 0.01% 162
2023
Q2 		$39.3K Sell
834
-378
-31% -$16.4K 0.01% 147
2023
Q1 		$50.4K Hold
1,212
– – 0.02% 148
2022
Q4 		$43K Hold
1,212
– – 0.02% 150
2022
Q3 		$43.2K Hold
1,212
– – 0.02% 148
2022
Q2 		$45K Buy
+1,212
New +$49.8K 0.02% 149

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC sold out of Vanguard Growth ETF (VUG) in Q2 2026, closing a stake of 27,282 shares — an estimated $1.99M sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VUG in Q2 2022 and held it in 15 quarters. The position peaked at $1.99M in Q1 2026. 1,160 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Vanguard Growth ETF position as of Q2 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 27,282 Vanguard Growth ETF shares in Q2 2026, an estimated $1.99M.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Growth ETF in Q2 2022 and held it in 15 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Vanguard Growth ETF position peaked at $1.99M in Q1 2026.
  • 1,160 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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