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B. Riley Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

B. Riley Wealth Advisors’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$437K Buy
1,909
+183
+11% +$41.7K 0.02% 505
2026
Q1 		$387K Sell
1,726
-693
-29% -$159K 0.02% 509
2025
Q4 		$511K Buy
2,419
+13
+0.5% +$2.77K 0.02% 509
2025
Q3 		$514K Buy
2,406
+32
+1% +$7.01K 0.02% 514
2025
Q2 		$520K Sell
2,374
-755
-24% -$165K 0.02% 518
2025
Q1 		$685K Sell
3,129
-2,804
-47% -$606K 0.02% 644
2024
Q4 		$1.25M Sell
5,933
-60
-1% -$13K 0.04% 384
2024
Q3 		$1.3M Sell
5,993
-63
-1% -$13.4K 0.04% 433
2024
Q2 		$1.24M Buy
6,056
+2,268
+60% +$461K 0.03% 470
2024
Q1 		$696K Buy
3,788
+223
+6% +$43.8K 0.02% 642
2023
Q4 		$681K Sell
3,565
-223
-6% -$40.9K 0.02% 672
2023
Q3 		$696K Sell
3,788
-2,059
-35% -$397K 0.02% 642
2023
Q2 		$1.15M Sell
5,847
-472
-7% -$92.2K 0.03% 517
2023
Q1 		$1.22M Buy
6,319
+194
+3% +$36.8K 0.03% 479
2022
Q4 		$1.17M Buy
6,125
+2,829
+86% +$532K 0.03% 481
2022
Q3 		$567K Buy
3,296
+144
+5% +$27.2K 0.02% 699
2022
Q2 		$585K Buy
3,152
+55
+2% +$10.6K 0.02% 594
2022
Q1 		$607K Buy
3,097
+3
+0.1% +$584 0.02% 657
2021
Q4 		$619K Buy
3,094
+25
+0.8% +$4.71K 0.02% 715
2021
Q3 		$550K Sell
3,069
-53
-2% -$9.81K 0.02% 728
2021
Q2 		$569K Sell
3,122
-97
-3% -$17.7K 0.02% 706
2021
Q1 		$574K Buy
3,219
+95
+3% +$16.3K 0.02% 670
2020
Q4 		$544K Sell
3,124
-2
-0.1% -$339 0.03% 514
2020
Q3 		$506K Buy
3,126
+478
+18% +$77K 0.03% 524
2020
Q2 		$397K Sell
2,648
-55
-2% -$8.15K 0.03% 531
2020
Q1 		$373K Buy
2,703
+237
+10% +$36.5K 0.03% 478
2019
Q4 		$398K Sell
2,466
-10
-0.4% -$1.57K 0.03% 501
2019
Q3 		$388K Buy
2,476
+93
+4% +$14.3K 0.04% 499
2019
Q2 		$355K Buy
2,383
+493
+26% +$72.6K 0.04% 500
2019
Q1 		$275K Sell
1,890
-2,089
-53% -$290K 0.03% 534
2018
Q4 		$522K Buy
3,979
+1,703
+75% +$239K 0.07% 285
2018
Q3 		$319K Sell
2,276
-14
-0.6% -$1.95K 0.04% 474
2018
Q2 		$308K Buy
2,290
+662
+41% +$87.6K 0.04% 456
2018
Q1 		$222K Buy
1,628
+1
+0.1% +$142 0.03% 552
2017
Q4 		$238K Buy
+1,627
New +$229K 0.03% 528
2017
Q3 		– Sell
-2,183
Closed -$308K – 596
2017
Q2 		$308K Buy
2,183
+16
+0.7% +$2.29K 0.06% 357
2017
Q1 		$305K Buy
2,167
+1
+0% +$139 0.06% 336
2016
Q4 		$291K Sell
2,166
-1,239
-36% -$166K 0.06% 356
2016
Q3 		$467K Buy
3,405
+760
+29% +$106K 0.09% 283
2016
Q2 		$374K Buy
+2,645
New +$360K 0.07% 333
2016
Q1 		– Sell
-2,852
Closed -$369K – 616
2015
Q4 		$369K Buy
2,852
+1,119
+65% +$143K 0.07% 308
2015
Q3 		$211K Sell
1,733
-579
-25% -$73.4K 0.05% 466
2015
Q2 		$289K Sell
2,312
-490
-17% -$62.3K 0.07% 342
2015
Q1 		$356K Hold
2,802
– – 0.09% 305
2014
Q4 		$351K Hold
2,802
– – 0.01% 1045
2014
Q3 		$329K Sell
2,802
-1,293
-32% -$150K 0.09% 324
2014
Q2 		$207K Buy
4,095
+1,783
+77% +$203K 0.05% 437
2014
Q1 		$256K Buy
+2,312
New +$249K 0.08% 304

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 11% in Q2 2026, buying an estimated $41.7K and bringing the position to 1,909 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #505.

B. Riley Wealth Advisors first reported a position in VDC in Q1 2014 and has held it in 48 quarters since. The position peaked at $1.3M in Q3 2024. 665 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • B. Riley Wealth Advisors held 1,909 shares of Vanguard Consumer Staples ETF worth $437K as of Q2 2026.
  • B. Riley Wealth Advisors bought 183 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $41.7K.
  • Vanguard Consumer Staples ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #505 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2014 and has held it in 48 quarters since.
  • B. Riley Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $1.3M in Q3 2024.
  • 665 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

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