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B. Riley Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

B. Riley Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.43M Sell
11,398
-90
-0.8% -$25.8K 0.18% 120
2026
Q1 		$2.92M Sell
11,488
-3,293
-22% -$891K 0.18% 122
2025
Q4 		$3.81M Sell
14,781
-513
-3% -$131K 0.18% 125
2025
Q3 		$3.89M Sell
15,294
-3,012
-16% -$747K 0.18% 120
2025
Q2 		$4.34M Buy
+18,306
New +$4.08M 0.2% 104
2024
Q4 		$12.4M Sell
51,640
-5,620
-10% -$1.38M 0.41% 43
2024
Q3 		$13.5M Buy
57,260
+2,418
+4% +$549K 0.38% 50
2024
Q2 		$12M Sell
54,842
-21,806
-28% -$4.79M 0.31% 64
2024
Q1 		$14.5M Buy
76,648
+19,467
+34% +$4.19M 0.39% 49
2023
Q4 		$12.2M Sell
57,181
-19,467
-25% -$3.75M 0.33% 57
2023
Q3 		$14.5M Buy
76,648
+9,604
+14% +$1.91M 0.39% 49
2023
Q2 		$13.3M Sell
67,044
-9,843
-13% -$1.86M 0.3% 69
2023
Q1 		$14.6M Buy
76,887
+5,096
+7% +$988K 0.39% 52
2022
Q4 		$13.2M Buy
71,791
+11,514
+19% +$2.13M 0.37% 60
2022
Q3 		$10.3M Buy
60,277
+32,369
+116% +$6.11M 0.31% 72
2022
Q2 		$4.92M Sell
27,908
-88
-0.3% -$17K 0.21% 109
2022
Q1 		$5.95M Sell
27,996
-14,374
-34% -$3.03M 0.19% 114
2021
Q4 		$9.58M Sell
42,370
-792
-2% -$180K 0.28% 76
2021
Q3 		$9.45M Buy
43,162
+1,101
+3% +$245K 0.3% 69
2021
Q2 		$9.46M Buy
42,061
+3,439
+9% +$762K 0.31% 69
2021
Q1 		$8.24M Buy
38,622
+1,422
+4% +$300K 0.29% 73
2020
Q4 		$7.24M Sell
37,200
-45,652
-55% -$8.05M 0.39% 62
2020
Q3 		$12.7M Buy
82,852
+10,978
+15% +$1.69M 0.67% 29
2020
Q2 		$10.5M Sell
71,874
-2,283
-3% -$307K 0.7% 23
2020
Q1 		$8.56M Buy
74,157
+45,091
+155% +$6.78M 0.73% 25
2019
Q4 		$4.82M Buy
29,066
+1,491
+5% +$237K 0.41% 55
2019
Q3 		$4.24M Buy
27,575
+844
+3% +$131K 0.42% 48
2019
Q2 		$4.19M Buy
26,731
+1,849
+7% +$286K 0.46% 44
2019
Q1 		$3.8M Buy
24,882
+19
+0.1% +$2.83K 0.47% 44
2018
Q4 		$3.28M Buy
24,863
+433
+2% +$63K 0.47% 49
2018
Q3 		$3.97M Buy
24,430
+2,847
+13% +$461K 0.47% 48
2018
Q2 		$3.36M Buy
21,583
+826
+4% +$126K 0.44% 54
2018
Q1 		$3.05M Buy
20,757
+1,214
+6% +$181K 0.43% 54
2017
Q4 		$2.89M Buy
19,543
+4,849
+33% +$701K 0.39% 64
2017
Q3 		$2.08M Buy
14,694
+5,697
+63% +$776K 0.35% 77
2017
Q2 		$1.22M Buy
8,997
+421
+5% +$56.4K 0.22% 127
2017
Q1 		$1.14M Buy
8,576
+510
+6% +$67.5K 0.23% 115
2016
Q4 		$1.04M Sell
8,066
-5,694
-41% -$707K 0.21% 124
2016
Q3 		$1.68M Buy
13,760
+60
+0.4% +$7.26K 0.33% 70
2016
Q2 		$1.58M Buy
13,700
+1,081
+9% +$123K 0.32% 70
2016
Q1 		$1.41M Buy
12,619
+1,413
+13% +$146K 0.33% 73
2015
Q4 		$1.24M Buy
11,206
+4,724
+73% +$535K 0.25% 107
2015
Q3 		$701K Sell
6,482
-310
-5% -$36.2K 0.17% 165
2015
Q2 		$826K Buy
6,792
+40
+0.6% +$4.91K 0.21% 135
2015
Q1 		$827K Sell
6,752
-75
-1% -$8.88K 0.2% 135
2014
Q4 		$796 Sell
6,827
-139
-2% -$15.8K 0.02% 802
2014
Q3 		$771K Sell
6,966
-8,210
-54% -$940K 0.2% 135
2014
Q2 		$888K Buy
15,176
+7,599
+100% +$850K 0.21% 106
2014
Q1 		$856K Buy
7,577
+15
+0.2% +$1.66K 0.26% 84
2013
Q4 		$831K Sell
7,562
-329
-4% -$35K 0.27% 90
2013
Q3 		$809K Buy
7,891
+35
+0.4% +$3.49K 0.28% 83
2013
Q2 		$736K Buy
+7,856
New +$727K 0.25% 88

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

B. Riley Wealth Advisors's VB Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 0.78% in Q2 2026, selling an estimated $25.8K and leaving 11,398 shares worth $3.43M. The position accounts for 0.18% of the portfolio, ranked #120.

B. Riley Wealth Advisors first reported a position in VB in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.6M in Q1 2023. 1,018 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • B. Riley Wealth Advisors held 11,398 shares of Vanguard Small-Cap ETF worth $3.43M as of Q2 2026.
  • B. Riley Wealth Advisors sold 90 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $25.8K.
  • Vanguard Small-Cap ETF made up 0.18% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Vanguard Small-Cap ETF position peaked at $14.6M in Q1 2023.
  • 1,018 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.