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B. Riley Financial’s Vanguard Small-Cap ETF VB Stock Holding History

B. Riley Financial’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,682
Closed -$267K – 299
2018
Q2 		$267K Sell
1,682
-1
-0.1% -$153 0.07% 247
2018
Q1 		$247K Sell
1,683
-629
-27% -$93.9K 0.07% 243
2017
Q4 		$342K Buy
2,312
+193
+9% +$27.9K 0.09% 214
2017
Q3 		$299K Buy
+2,119
New +$289K 0.08% 220

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Financial's VB Position: Q3 2018 in Review

B. Riley Financial sold out of Vanguard Small-Cap ETF (VB) in Q3 2018, closing a stake of 1,682 shares — an estimated $267K sold.

B. Riley Financial first reported a position in VB in Q3 2017 and held it in 4 quarters. The position peaked at $342K in Q4 2017. 855 funds tracked by Wall St. Rank hold VB as of Q3 2018.

  • B. Riley Financial reported no remaining Vanguard Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 1,682 Vanguard Small-Cap ETF shares in Q3 2018, an estimated $267K.
  • B. Riley Financial first reported a position in Vanguard Small-Cap ETF in Q3 2017 and held it in 4 quarters.
  • B. Riley Financial's Vanguard Small-Cap ETF position peaked at $342K in Q4 2017.
  • 855 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.