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B. Riley Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

B. Riley Wealth Advisors’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$390K Buy
2,957
+1
+0% +$128 0.02% 542
2026
Q1 		$350K Sell
2,956
-544
-16% -$69.4K 0.02% 536
2025
Q4 		$467K Buy
3,500
+1
+0% +$130 0.02% 549
2025
Q3 		$459K Sell
3,499
-629
-15% -$81.5K 0.02% 559
2025
Q2 		$526K Buy
+4,128
New +$492K 0.02% 513
2024
Q4 		$583K Sell
4,941
-197
-4% -$23.3K 0.02% 640
2024
Q3 		$566K Sell
5,138
-1,112
-18% -$118K 0.02% 698
2024
Q2 		$627K Buy
6,250
+158
+3% +$15.8K 0.02% 710
2024
Q1 		$492K Buy
6,092
+579
+11% +$55.6K 0.01% 799
2023
Q4 		$509K Sell
5,513
-579
-10% -$48.7K 0.01% 801
2023
Q3 		$492K Sell
6,092
-290
-5% -$24.2K 0.01% 799
2023
Q2 		$521K Sell
6,382
-1,969
-24% -$155K 0.01% 831
2023
Q1 		$650K Buy
8,351
+555
+7% +$47K 0.02% 702
2022
Q4 		$645K Buy
7,796
+24
+0.3% +$1.98K 0.02% 691
2022
Q3 		$579K Buy
7,772
+462
+6% +$37.6K 0.02% 689
2022
Q2 		$565K Sell
7,310
-924
-11% -$78K 0.02% 606
2022
Q1 		$769K Sell
8,234
-337
-4% -$32.3K 0.03% 570
2021
Q4 		$828K Sell
8,571
-579
-6% -$56.4K 0.02% 594
2021
Q3 		$848K Sell
9,150
-814
-8% -$75.1K 0.03% 577
2021
Q2 		$903K Sell
9,964
-30
-0.3% -$2.71K 0.03% 547
2021
Q1 		$845K Buy
9,994
+2,187
+28% +$174K 0.03% 529
2020
Q4 		$569K Sell
7,807
-2,361
-23% -$156K 0.03% 498
2020
Q3 		$593K Buy
10,168
+659
+7% +$39.2K 0.03% 477
2020
Q2 		$545K Sell
9,509
-13,764
-59% -$765K 0.04% 432
2020
Q1 		$1.18M Buy
23,273
+13,349
+135% +$909K 0.1% 205
2019
Q4 		$758K Buy
9,924
+605
+6% +$44.2K 0.06% 298
2019
Q3 		$653K Sell
9,319
-302
-3% -$20.9K 0.06% 322
2019
Q2 		$664K Buy
9,621
+4,859
+102% +$330K 0.07% 284
2019
Q1 		$308K Sell
4,762
-342
-7% -$22.2K 0.04% 486
2018
Q4 		$303K Sell
5,104
-536
-10% -$34.8K 0.04% 428
2018
Q3 		$392K Buy
5,640
+137
+2% +$9.68K 0.05% 409
2018
Q2 		$372K Sell
5,503
-9,787
-64% -$683K 0.05% 401
2018
Q1 		$1.06M Sell
15,290
-14,372
-48% -$1.04M 0.15% 159
2017
Q4 		$2.08M Sell
29,662
-3,002
-9% -$203K 0.28% 95
2017
Q3 		$2.04M Hold
32,664
– – 0.34% 81
2017
Q2 		$2.04M Sell
32,664
-143
-0.4% -$8.64K 0.37% 65
2017
Q1 		$1.99M Buy
32,807
+1,068
+3% +$65.1K 0.4% 61
2016
Q4 		$1.88M Sell
31,739
-838
-3% -$45.8K 0.38% 65
2016
Q3 		$899K Buy
32,577
+209
+0.6% +$10.3K 0.18% 149
2016
Q2 		$853K Sell
32,368
-999
-3% -$47.4K 0.17% 156
2016
Q1 		$846K Buy
33,367
+1,850
+6% +$82.1K 0.2% 130
2015
Q4 		$1.53M Buy
31,517
+17,256
+121% +$844K 0.31% 81
2015
Q3 		$661K Buy
14,261
+2,807
+25% +$138K 0.16% 177
2015
Q2 		$569K Buy
11,454
+2,236
+24% +$112K 0.14% 189
2015
Q1 		$454K Sell
9,218
-4,408
-32% -$216K 0.11% 247
2014
Q4 		$3.96K Buy
+13,626
New +$655K 0.08% 300
2014
Q3 		– Sell
-1,667
Closed -$77.3K – 1841
2014
Q2 		$77.3K Buy
+1,667
New +$75.5K 0.02% 835

Other funds holding VFH

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Vanguard Financials ETF (VFH) stake by 0.03% in Q2 2026, buying an estimated $128 and bringing the position to 2,957 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #542.

B. Riley Wealth Advisors first reported a position in VFH in Q2 2014 and has held it in 47 quarters since. The position peaked at $2.08M in Q4 2017. 265 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • B. Riley Wealth Advisors held 2,957 shares of Vanguard Financials ETF worth $390K as of Q2 2026.
  • B. Riley Wealth Advisors bought 1 Vanguard Financials ETF share in Q2 2026, an estimated $128.
  • Vanguard Financials ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #542 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Financials ETF in Q2 2014 and has held it in 47 quarters since.
  • B. Riley Wealth Advisors's Vanguard Financials ETF position peaked at $2.08M in Q4 2017.
  • 265 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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