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

B. Riley Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.93M Buy
7,940
+438
+6% +$102K 0.1% 187
2026
Q1 		$1.59M Sell
7,502
-960
-11% -$215K 0.1% 197
2025
Q4 		$1.79M Buy
8,462
+14
+0.2% +$2.93K 0.08% 223
2025
Q3 		$1.76M Sell
8,448
-3,490
-29% -$714K 0.08% 229
2025
Q2 		$2.33M Buy
+11,938
New +$2.21M 0.11% 186
2024
Q4 		$4.72M Sell
23,796
-1,293
-5% -$265K 0.15% 145
2024
Q3 		$4.98M Sell
25,089
-2,843
-10% -$547K 0.14% 158
2024
Q2 		$5.13M Sell
27,932
-11,982
-30% -$2.21M 0.13% 161
2024
Q1 		$6.37M Buy
39,914
+5,402
+16% +$975K 0.17% 130
2023
Q4 		$6.21M Sell
34,512
-5,402
-14% -$882K 0.17% 135
2023
Q3 		$6.37M Buy
39,914
+4,803
+14% +$803K 0.17% 130
2023
Q2 		$5.81M Sell
35,111
-2,261
-6% -$356K 0.13% 164
2023
Q1 		$5.93M Buy
37,372
+1,520
+4% +$252K 0.16% 147
2022
Q4 		$5.69M Buy
35,852
+3,122
+10% +$497K 0.16% 151
2022
Q3 		$4.69M Buy
32,730
+15,944
+95% +$2.53M 0.14% 162
2022
Q2 		$2.52M Sell
16,786
-1,584
-9% -$260K 0.11% 197
2022
Q1 		$3.23M Sell
18,370
-488
-3% -$84.8K 0.11% 205
2021
Q4 		$3.37M Sell
18,858
-227
-1% -$40.4K 0.1% 225
2021
Q3 		$3.23M Buy
19,085
+855
+5% +$146K 0.1% 224
2021
Q2 		$3.17M Buy
18,230
+730
+4% +$127K 0.1% 235
2021
Q1 		$2.9M Buy
17,500
+2,459
+16% +$387K 0.1% 221
2020
Q4 		$2.14M Sell
15,041
-7,258
-33% -$936K 0.11% 193
2020
Q3 		$2.44M Buy
22,299
+7,833
+54% +$878K 0.13% 171
2020
Q2 		$1.55M Sell
14,466
-1,644
-10% -$165K 0.1% 203
2020
Q1 		$1.43M Buy
16,110
+6,093
+61% +$739K 0.12% 173
2019
Q4 		$1.37M Buy
10,017
+568
+6% +$75.3K 0.12% 196
2019
Q3 		$1.22M Buy
9,449
+1,030
+12% +$132K 0.12% 197
2019
Q2 		$1.1M Buy
8,419
+192
+2% +$25K 0.12% 191
2019
Q1 		$1.06M Sell
8,227
-43
-0.5% -$5.47K 0.13% 175
2018
Q4 		$944K Sell
8,270
-379
-4% -$48K 0.13% 162
2018
Q3 		$1.21M Buy
8,649
+614
+8% +$86.1K 0.14% 162
2018
Q2 		$1.09M Buy
8,035
+1,177
+17% +$158K 0.14% 170
2018
Q1 		$888K Buy
6,858
+1,078
+19% +$143K 0.12% 188
2017
Q4 		$768K Buy
5,780
+1,524
+36% +$198K 0.1% 218
2017
Q3 		$544K Buy
4,256
+1,363
+47% +$168K 0.09% 243
2017
Q2 		$356K Buy
2,893
+96
+3% +$11.7K 0.06% 319
2017
Q1 		$344K Buy
2,797
+34
+1% +$4.18K 0.07% 303
2016
Q4 		$335K Sell
2,763
-1,568
-36% -$180K 0.07% 323
2016
Q3 		$480K Buy
4,331
+278
+7% +$30.5K 0.09% 273
2016
Q2 		$427K Buy
4,053
+1,312
+48% +$136K 0.09% 288
2016
Q1 		$279K Sell
2,741
-806
-23% -$75.9K 0.06% 368
2015
Q4 		$351K Buy
3,547
+637
+22% +$65K 0.07% 320
2015
Q3 		$283K Buy
+2,910
New +$302K 0.07% 369
2015
Q2 		– Sell
-2,291
Closed -$251K – 589
2015
Q1 		$251K Buy
2,291
+1,138
+99% +$121K 0.06% 409
2014
Q4 		$122 Buy
+1,153
New +$119K ﹤0.01% 1612

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 5.8% in Q2 2026, buying an estimated $102K and bringing the position to 7,940 shares worth $1.93M. The position accounts for 0.1% of the portfolio, ranked #187.

B. Riley Wealth Advisors first reported a position in VBR in Q4 2014 and has held it in 45 quarters since. The position peaked at $6.37M in Q1 2024. 416 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • B. Riley Wealth Advisors held 7,940 shares of Vanguard Small-Cap Value ETF worth $1.93M as of Q2 2026.
  • B. Riley Wealth Advisors bought 438 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Small-Cap Value ETF made up 0.1% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2014 and has held it in 45 quarters since.
  • B. Riley Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $6.37M in Q1 2024.
  • 416 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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