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B. Riley Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

B. Riley Wealth Advisors’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.97M Buy
25,496
+9,016
+55% +$987K 0.16% 131
2026
Q1 		$1.38M Sell
16,480
-87,224
-84% -$8.03M 0.09% 222
2025
Q4 		$9.77M Buy
103,704
+3,088
+3% +$293K 0.45% 37
2025
Q3 		$9.39M Buy
100,616
+2,472
+3% +$216K 0.43% 39
2025
Q2 		$8.14M Sell
98,144
-57,936
-37% -$4.21M 0.38% 43
2025
Q1 		$10.6M Sell
156,080
-728
-0.5% -$54.8K 0.31% 65
2024
Q4 		$12.2M Sell
156,808
-11,032
-7% -$847K 0.4% 45
2024
Q3 		$12.2M Sell
167,840
-37,592
-18% -$2.67M 0.34% 60
2024
Q2 		$14.8M Buy
205,432
+16,520
+9% +$1.1M 0.38% 46
2024
Q1 		$9.82M Sell
188,912
-27,168
-13% -$1.72M 0.27% 78
2023
Q4 		$13.1M Buy
216,080
+27,168
+14% +$1.51M 0.35% 50
2023
Q3 		$9.82M Sell
188,912
-71,976
-28% -$3.91M 0.27% 78
2023
Q2 		$14.4M Sell
260,888
-33,496
-11% -$1.68M 0.32% 65
2023
Q1 		$14.2M Sell
294,384
-54,048
-16% -$2.39M 0.38% 54
2022
Q4 		$13.9M Buy
348,432
+47,112
+16% +$1.92M 0.39% 53
2022
Q3 		$11.6M Buy
301,320
+34,872
+13% +$1.53M 0.35% 61
2022
Q2 		$10.9M Sell
266,448
-21,120
-7% -$951K 0.46% 43
2022
Q1 		$15M Sell
287,568
-24,368
-8% -$1.25M 0.49% 34
2021
Q4 		$17.9M Buy
311,936
+160
+0.1% +$8.79K 0.51% 26
2021
Q3 		$15.6M Sell
311,776
-5,000
-2% -$259K 0.5% 34
2021
Q2 		$15.4M Buy
316,776
+15,280
+5% +$721K 0.5% 30
2021
Q1 		$13.5M Buy
301,496
+28,024
+10% +$1.26M 0.48% 36
2020
Q4 		$12.1M Sell
273,472
-43,016
-14% -$1.77M 0.65% 26
2020
Q3 		$11.8M Buy
316,488
+46,088
+17% +$1.73M 0.63% 30
2020
Q2 		$9.42M Buy
270,400
+38,072
+16% +$1.19M 0.63% 31
2020
Q1 		$6.16M Buy
232,328
+181,312
+355% +$5.5M 0.53% 42
2019
Q4 		$1.56M Sell
51,016
-904
-2% -$25.9K 0.13% 172
2019
Q3 		$1.4M Buy
51,920
+2,312
+5% +$62.2K 0.14% 168
2019
Q2 		$1.31M Sell
49,608
-2,680
-5% -$69.1K 0.14% 152
2019
Q1 		$1.31M Buy
52,288
+8,120
+18% +$189K 0.16% 139
2018
Q4 		$922K Sell
44,168
-2,392
-5% -$54.2K 0.13% 166
2018
Q3 		$1.18M Buy
46,560
+2,992
+7% +$72.7K 0.14% 164
2018
Q2 		$989K Buy
43,568
+2,872
+7% +$64.5K 0.13% 183
2018
Q1 		$871K Buy
40,696
+1,240
+3% +$27.1K 0.12% 189
2017
Q4 		$813K Buy
39,456
+3,872
+11% +$78.5K 0.11% 208
2017
Q3 		$627K Sell
35,584
-64
-0.2% -$1.19K 0.1% 214
2017
Q2 		$629K Buy
35,648
+1,328
+4% +$23.4K 0.11% 211
2017
Q1 		$583K Buy
34,320
+3,248
+10% +$53.1K 0.12% 210
2016
Q4 		$473K Sell
31,072
-18,040
-37% -$272K 0.1% 240
2016
Q3 		$740K Buy
49,112
+24,784
+102% +$359K 0.15% 178
2016
Q2 		$327K Buy
24,328
+4,072
+20% +$54.7K 0.07% 371
2016
Q1 		$277K Sell
20,256
-5,656
-22% -$72.1K 0.06% 370
2015
Q4 		$351K Buy
25,912
+264
+1% +$3.6K 0.07% 321
2015
Q3 		$321K Sell
25,648
-1,952
-7% -$25.6K 0.08% 334
2015
Q2 		$367K Sell
27,600
-800
-3% -$10.9K 0.09% 274
2015
Q1 		$378K Buy
28,400
+2,920
+11% +$38.5K 0.09% 294
2014
Q4 		$333K Sell
25,480
-128
-0.5% -$1.63K 0.01% 1064
2014
Q3 		$320K Sell
25,608
-33,608
-57% -$418K 0.08% 340
2014
Q2 		$368K Buy
59,216
+30,408
+106% +$351K 0.09% 257
2014
Q1 		$330K Sell
28,808
-480
-2% -$5.4K 0.1% 242
2013
Q4 		$328K Hold
29,288
– – 0.1% 221
2013
Q3 		$295K Hold
29,288
– – 0.1% 226
2013
Q2 		$271K Buy
+29,288
New +$271K 0.09% 250

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 55% in Q2 2026, buying an estimated $987K and bringing the position to 25,496 shares worth $2.97M. The position accounts for 0.16% of the portfolio, ranked #131.

B. Riley Wealth Advisors first reported a position in VGT in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.9M in Q4 2021. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • B. Riley Wealth Advisors held 25,496 shares of Vanguard Information Technology ETF worth $2.97M as of Q2 2026.
  • B. Riley Wealth Advisors bought 9,016 Vanguard Information Technology ETF shares in Q2 2026, an estimated $987K.
  • Vanguard Information Technology ETF made up 0.16% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 53 quarters since.
  • B. Riley Wealth Advisors's Vanguard Information Technology ETF position peaked at $17.9M in Q4 2021.
  • 2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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