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B. Riley Wealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

B. Riley Wealth Advisors’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,306
Closed -$3.62M – 1363
2024
Q2 		$3.62M Sell
18,306
-2,842
-13% -$535K 0.09% 209
2024
Q1 		$3.21M Sell
21,148
-515
-2% -$91.9K 0.09% 224
2023
Q4 		$3.67M Buy
21,663
+515
+2% +$81.9K 0.1% 219
2023
Q3 		$3.21M Buy
21,148
+169
+0.8% +$26.6K 0.09% 224
2023
Q2 		$3.28M Sell
20,979
-762
-4% -$113K 0.07% 250
2023
Q1 		$3.11M Sell
21,741
-266
-1% -$36.8K 0.08% 242
2022
Q4 		$2.91M Sell
22,007
-127
-0.6% -$17K 0.08% 250
2022
Q3 		$2.76M Buy
22,134
+3,121
+16% +$433K 0.08% 237
2022
Q2 		$2.51M Sell
19,013
-90
-0.5% -$12.9K 0.11% 198
2022
Q1 		$3.04M Buy
19,103
+246
+1% +$38.6K 0.1% 216
2021
Q4 		$3.17M Buy
18,857
+653
+4% +$106K 0.09% 243
2021
Q3 		$2.77M Buy
18,204
+941
+5% +$148K 0.09% 261
2021
Q2 		$2.63M Buy
17,263
+1,782
+12% +$264K 0.09% 273
2021
Q1 		$2.17M Buy
15,481
+1,211
+8% +$166K 0.08% 295
2020
Q4 		$1.91M Buy
14,270
+541
+4% +$68.4K 0.1% 213
2020
Q3 		$1.65M Buy
13,729
+924
+7% +$109K 0.09% 232
2020
Q2 		$1.4M Buy
12,805
+739
+6% +$76.5K 0.09% 220
2020
Q1 		$1.1M Sell
12,066
-1,445
-11% -$154K 0.09% 221
2019
Q4 		$1.51M Buy
13,511
+219
+2% +$23.4K 0.13% 182
2019
Q3 		$1.37M Buy
13,292
+32
+0.2% +$3.27K 0.14% 172
2019
Q2 		$1.34M Buy
13,260
+344
+3% +$34.3K 0.15% 146
2019
Q1 		$1.26M Buy
12,916
+597
+5% +$56.2K 0.16% 147
2018
Q4 		$1.07M Buy
12,319
+29
+0.2% +$2.71K 0.15% 145
2018
Q3 		$1.24M Buy
12,290
+1,047
+9% +$103K 0.15% 156
2018
Q2 		$1.05M Buy
11,243
+56
+0.5% +$5.21K 0.14% 172
2018
Q1 		$1.01M Sell
11,187
-742
-6% -$69.8K 0.14% 168
2017
Q4 		$1.09M Buy
11,929
+214
+2% +$19.1K 0.15% 166
2017
Q3 		$1.01M Buy
11,715
+1,156
+11% +$97.9K 0.17% 144
2017
Q2 		$876K Buy
10,559
+890
+9% +$73.1K 0.16% 167
2017
Q1 		$780K Buy
9,669
+357
+4% +$28.4K 0.16% 160
2016
Q4 		$711K Buy
9,312
+178
+2% +$13.3K 0.14% 168
2016
Q3 		$674K Buy
+9,134
New +$674K 0.13% 190

Other funds holding MGC

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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

B. Riley Wealth Advisors's MGC Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2024, closing a stake of 18,306 shares — an estimated $3.62M sold.

B. Riley Wealth Advisors first reported a position in MGC in Q3 2016 and held it in 32 quarters. The position peaked at $3.67M in Q4 2023. 427 funds tracked by Wall St. Rank hold MGC as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 18,306 Vanguard Morningstar Mega Cap ETF shares in Q3 2024, an estimated $3.62M.
  • B. Riley Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2016 and held it in 32 quarters.
  • B. Riley Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $3.67M in Q4 2023.
  • 427 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.