BRWA
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B. Riley Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

B. Riley Wealth Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.3M Buy
14,668
+114
+0.8% +$38.8K 0.28% 84
2026
Q1 		$4.21M Sell
14,554
-2,359
-14% -$741K 0.27% 89
2025
Q4 		$5.11M Sell
16,913
-965
-5% -$291K 0.24% 90
2025
Q3 		$5.32M Sell
17,878
-1,750
-9% -$505K 0.25% 84
2025
Q2 		$5.44M Buy
+19,628
New +$5.05M 0.26% 81
2024
Q4 		$7.8M Sell
27,839
-4,066
-13% -$1.15M 0.26% 86
2024
Q3 		$8.49M Sell
31,905
-6,763
-17% -$1.73M 0.24% 88
2024
Q2 		$9.69M Sell
38,668
-27,528
-42% -$6.87M 0.25% 83
2024
Q1 		$14.2M Buy
66,196
+16,670
+34% +$4.09M 0.38% 53
2023
Q4 		$12M Sell
49,526
-16,670
-25% -$3.62M 0.32% 58
2023
Q3 		$14.2M Buy
66,196
+12,455
+23% +$2.83M 0.38% 53
2023
Q2 		$12.3M Sell
53,741
-7,238
-12% -$1.57M 0.28% 76
2023
Q1 		$13.2M Buy
60,979
+4,559
+8% +$985K 0.35% 59
2022
Q4 		$11.3M Buy
56,420
+520
+0.9% +$106K 0.32% 70
2022
Q3 		$10.9M Buy
55,900
+37,273
+200% +$8M 0.33% 67
2022
Q2 		$3.67M Buy
18,627
+1,117
+6% +$242K 0.15% 144
2022
Q1 		$4.34M Sell
17,510
-2,661
-13% -$655K 0.14% 153
2021
Q4 		$5.68M Sell
20,171
-477
-2% -$137K 0.16% 133
2021
Q3 		$5.83M Buy
20,648
+599
+3% +$171K 0.19% 115
2021
Q2 		$5.73M Buy
20,049
+224
+1% +$62.7K 0.19% 124
2021
Q1 		$5.41M Buy
19,825
+3,179
+19% +$896K 0.19% 127
2020
Q4 		$4.46M Sell
16,646
-11,651
-41% -$2.82M 0.24% 95
2020
Q3 		$5.88M Buy
28,297
+6,020
+27% +$1.27M 0.31% 77
2020
Q2 		$4.45M Sell
22,277
-4,195
-16% -$757K 0.3% 84
2020
Q1 		$3.98M Buy
+26,472
New +$4.91M 0.34% 68
2018
Q1 		– Sell
-1,311
Closed -$211K – 718
2017
Q4 		$211K Buy
+1,311
New +$206K 0.03% 563
2016
Q4 		– Sell
-2,954
Closed -$390K – 640
2016
Q3 		$390K Buy
2,954
+254
+9% +$33.1K 0.08% 325
2016
Q2 		$335K Buy
2,700
+1
+0% +$121 0.07% 366
2016
Q1 		$321K Sell
2,699
-30
-1% -$3.34K 0.07% 329
2015
Q4 		$332K Buy
2,729
+165
+6% +$20.3K 0.07% 339
2015
Q3 		$302K Sell
2,564
-683
-21% -$88.3K 0.07% 351
2015
Q2 		$438K Sell
3,247
-666
-17% -$89.8K 0.11% 239
2015
Q1 		$516K Buy
3,913
+184
+5% +$23.8K 0.13% 211
2014
Q4 		$470 Buy
3,729
+649
+21% +$79.7K 0.01% 962
2014
Q3 		$371K Sell
3,080
-1,562
-34% -$194K 0.1% 283
2014
Q2 		$304K Buy
4,642
+2,538
+121% +$308K 0.07% 312
2014
Q1 		$261K Buy
2,104
+30
+1% +$3.72K 0.08% 297
2013
Q4 		$254K Hold
2,074
– – 0.08% 280
2013
Q3 		$237K Buy
2,074
+150
+8% +$16.6K 0.08% 284
2013
Q2 		$198K Buy
+1,924
New +$195K 0.07% 321

Other funds holding VBK

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.78% in Q2 2026, buying an estimated $38.8K and bringing the position to 14,668 shares worth $5.3M. The position accounts for 0.28% of the portfolio, ranked #84.

B. Riley Wealth Advisors first reported a position in VBK in Q2 2013 and has held it in 40 quarters since. The position peaked at $14.2M in Q1 2024. 476 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • B. Riley Wealth Advisors held 14,668 shares of Vanguard Small-Cap Growth ETF worth $5.3M as of Q2 2026.
  • B. Riley Wealth Advisors bought 114 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $38.8K.
  • Vanguard Small-Cap Growth ETF made up 0.28% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2013 and has held it in 40 quarters since.
  • B. Riley Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $14.2M in Q1 2024.
  • 476 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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