BRF
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B. Riley Financial’s Vanguard Large-Cap ETF VV Stock Holding History

B. Riley Financial’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-74,559
Closed -$9.95M – 200
2018
Q3 		$9.95M Sell
74,559
-80
-0.1% -$10.5K 2.83% 8
2018
Q2 		$9.31M Sell
74,639
-1,749
-2% -$217K 2.44% 7
2018
Q1 		$9.26M Sell
76,388
-3,185
-4% -$400K 2.58% 5
2017
Q4 		$9.75M Sell
79,573
-404
-0.5% -$48.3K 2.55% 4
2017
Q3 		$9.23M Buy
79,977
+1,788
+2% +$202K 2.52% 3
2017
Q2 		$8.68M Buy
78,189
+5,472
+8% +$602K 2.36% 3
2017
Q1 		$7.86M Buy
72,717
+448
+0.6% +$47.8K 3.95% 4
2016
Q4 		$7.4M Buy
72,269
+4,404
+6% +$441K 4.94% 3
2016
Q3 		$6.73M Buy
67,865
+1,661
+3% +$165K 4.31% 3
2016
Q2 		$6.35M Sell
66,204
-394
-0.6% -$37.4K 3.67% 4
2016
Q1 		$6.26M Buy
66,598
+286
+0.4% +$25.5K 4.6% 3
2015
Q4 		$6.2M Buy
+66,312
New +$6.24M 4.47% 3

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

B. Riley Financial sold out of Vanguard Large-Cap ETF (VV) in Q4 2018, closing a stake of 74,559 shares — an estimated $9.95M sold.

B. Riley Financial first reported a position in VV in Q4 2015 and held it in 12 quarters. The position peaked at $9.95M in Q3 2018. 458 funds tracked by Wall St. Rank hold VV as of Q4 2018.

  • B. Riley Financial reported no remaining Vanguard Large-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 74,559 Vanguard Large-Cap ETF shares in Q4 2018, an estimated $9.95M.
  • B. Riley Financial first reported a position in Vanguard Large-Cap ETF in Q4 2015 and held it in 12 quarters.
  • B. Riley Financial's Vanguard Large-Cap ETF position peaked at $9.95M in Q3 2018.
  • 458 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2018.

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