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B. Riley Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

B. Riley Financial’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-13,184
Closed -$1.46M – 193
2018
Q3 		$1.46M Sell
13,184
-1,848
-12% -$199K 0.41% 48
2018
Q2 		$1.53M Sell
15,032
-560
-4% -$57.1K 0.4% 52
2018
Q1 		$1.58M Sell
15,592
-980
-6% -$102K 0.44% 49
2017
Q4 		$1.69M Buy
16,572
+2
+0% +$197 0.44% 49
2017
Q3 		$1.57M Buy
16,570
+387
+2% +$36.1K 0.43% 57
2017
Q2 		$1.5M Hold
16,183
– – 0.41% 63
2017
Q1 		$1.46M Buy
16,183
+369
+2% +$32.7K 0.73% 34
2016
Q4 		$1.35M Sell
15,814
-266
-2% -$22.4K 0.9% 31
2016
Q3 		$1.35M Sell
16,080
-100
-0.6% -$8.48K 0.86% 32
2016
Q2 		$1.35M Hold
16,180
– – 0.78% 35
2016
Q1 		$1.31M Sell
16,180
-985
-6% -$75.5K 0.97% 33
2015
Q4 		$1.33M Buy
+17,165
New +$1.34M 0.96% 32

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

B. Riley Financial's VIG Position: Q4 2018 in Review

B. Riley Financial sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2018, closing a stake of 13,184 shares — an estimated $1.46M sold.

B. Riley Financial first reported a position in VIG in Q4 2015 and held it in 12 quarters. The position peaked at $1.69M in Q4 2017. 986 funds tracked by Wall St. Rank hold VIG as of Q4 2018.

  • B. Riley Financial reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 13,184 Vanguard Dividend Appreciation ETF shares in Q4 2018, an estimated $1.46M.
  • B. Riley Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and held it in 12 quarters.
  • B. Riley Financial's Vanguard Dividend Appreciation ETF position peaked at $1.69M in Q4 2017.
  • 986 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.