BRF
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B. Riley Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History

B. Riley Financial’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
2018
Q4 		– Sell
-16,621
Closed -$2.49M – 196
2018
Q3 		$2.49M Sell
16,621
-370
-2% -$54.5K 0.71% 29
2018
Q2 		$2.39M Buy
16,991
+157
+0.9% +$21.9K 0.63% 37
2018
Q1 		$2.29M Sell
16,834
-2,961
-15% -$415K 0.64% 38
2017
Q4 		$2.72M Buy
19,795
+2,470
+14% +$331K 0.71% 30
2017
Q3 		$2.24M Buy
17,325
+1,628
+10% +$206K 0.61% 42
2017
Q2 		$1.95M Buy
15,697
+14
+0.1% +$1.73K 0.53% 45
2017
Q1 		$1.9M Buy
15,683
+91
+0.6% +$10.9K 0.96% 28
2016
Q4 		$1.8M Buy
15,592
+217
+1% +$24.4K 1.2% 25
2016
Q3 		$1.71M Sell
15,375
-29
-0.2% -$3.22K 1.1% 23
2016
Q2 		$1.65M Sell
15,404
-218
-1% -$23.1K 0.95% 28
2016
Q1 		$1.64M Sell
15,622
-1,157
-7% -$115K 1.2% 27
2015
Q4 		$1.75M Buy
+16,779
New +$1.77M 1.26% 22

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

B. Riley Financial sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2018, closing a stake of 16,621 shares — an estimated $2.49M sold.

B. Riley Financial first reported a position in VTI in Q4 2015 and held it in 12 quarters. The position peaked at $2.72M in Q4 2017. 1,236 funds tracked by Wall St. Rank hold VTI as of Q4 2018.

  • B. Riley Financial reported no remaining Vanguard Total Stock Market ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 16,621 Vanguard Total Stock Market ETF shares in Q4 2018, an estimated $2.49M.
  • B. Riley Financial first reported a position in Vanguard Total Stock Market ETF in Q4 2015 and held it in 12 quarters.
  • B. Riley Financial's Vanguard Total Stock Market ETF position peaked at $2.72M in Q4 2017.
  • 1,236 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2018.

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