Skip to content
Disclosery

RAFFA WEALTH MANAGEMENT, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAFFA WEALTH MANAGEMENT, LLC on VTI, newest first. How the timeline and the estimate are built.

RAFFA WEALTH MANAGEMENT, LLC held 241,262 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 241,262 shares
    Change vs previous 13F +65,572 shares

    11.25% of the 13F portfolio, value $89,275,222.

    13F-HR 0001214659-26-009032 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 175,690 shares
    Change vs previous 13F +3,775 shares

    8.8% of the 13F portfolio, value $56,334,606.

    13F-HR 0001214659-26-009031 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 171,915 shares
    Change vs previous 13F +3,801 shares

    8.87% of the 13F portfolio, value $57,638,094.

    13F-HR 0001214659-26-009030 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 168,114 shares
    Change vs previous 13F +7,351 shares

    9.91% of the 13F portfolio, value $55,170,030.

    13F-HR 0001214659-26-009029 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 160,763 shares
    Change vs previous 13F +10,523 shares

    9.77% of the 13F portfolio, value $48,858,813.

    13F-HR 0001214659-26-009028 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 150,240 shares
    Change vs previous 13F +11,522 shares

    9.4% of the 13F portfolio, value $41,287,682.

    13F-HR 0001214659-26-009027 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 138,718 shares
    Change vs previous 13F +6,393 shares

    9.36% of the 13F portfolio, value $40,201,897.

    13F-HR 0001214659-26-009037 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 132,325 shares
    Change vs previous 13F not available

    9.04% of the 13F portfolio, value $37,465,607.

    13F-HR 0001214659-26-009026 filed by RAFFA WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).