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

B. Riley Wealth Advisors’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,507
Closed -$323K – 1251
2025
Q1 		$323K Buy
2,507
+159
+7% +$20.6K 0.01% 936
2024
Q4 		$293K Buy
2,348
+3
+0.1% +$387 0.01% 876
2024
Q3 		$301K Sell
2,345
-569
-20% -$70.2K 0.01% 955
2024
Q2 		$348K Sell
2,914
-2,649
-48% -$311K 0.01% 956
2024
Q1 		$564K Sell
5,563
-433
-7% -$49K 0.02% 735
2023
Q4 		$656K Buy
5,996
+433
+8% +$44.7K 0.02% 686
2023
Q3 		$564K Sell
5,563
-1,461
-21% -$153K 0.02% 735
2023
Q2 		$729K Sell
7,024
-208
-3% -$21.2K 0.02% 685
2023
Q1 		$731K Buy
7,232
+94
+1% +$9.61K 0.02% 656
2022
Q4 		$734K Buy
7,138
+12
+0.2% +$1.21K 0.02% 648
2022
Q3 		$641K Buy
7,126
+91
+1% +$8.94K 0.02% 661
2022
Q2 		$677K Sell
7,035
-820
-10% -$84K 0.03% 543
2022
Q1 		$843K Sell
7,855
-1,555
-17% -$165K 0.03% 539
2021
Q4 		$1.01M Buy
9,410
+194
+2% +$20.1K 0.03% 531
2021
Q3 		$902K Sell
9,216
-1,257
-12% -$127K 0.03% 555
2021
Q2 		$1.04M Buy
10,473
+2,089
+25% +$207K 0.03% 499
2021
Q1 		$799K Buy
8,384
+2,843
+51% +$259K 0.03% 552
2020
Q4 		$482K Sell
5,541
-4,193
-43% -$344K 0.03% 547
2020
Q3 		$731K Buy
9,734
+4,541
+87% +$349K 0.04% 396
2020
Q2 		$381K Buy
+5,193
New +$376K 0.03% 541
2018
Q4 		– Sell
-2,596
Closed -$208K – 709
2018
Q3 		$208K Sell
2,596
-197
-7% -$15.5K 0.02% 636
2018
Q2 		$209K Buy
+2,793
New +$210K 0.03% 598
2015
Q1 		– Sell
-850
Closed -$52K – 1406
2014
Q4 		$52K Buy
+850
New +$50.6K ﹤0.01% 2070

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Advisors's MGV Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2025, closing a stake of 2,507 shares — an estimated $323K sold.

B. Riley Wealth Advisors first reported a position in MGV in Q4 2014 and held it in 23 quarters. The position peaked at $1.04M in Q2 2021. 495 funds tracked by Wall St. Rank hold MGV as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,507 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2025, an estimated $323K.
  • B. Riley Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2014 and held it in 23 quarters.
  • B. Riley Wealth Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $1.04M in Q2 2021.
  • 495 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.