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B. Riley Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

B. Riley Wealth Advisors’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$309K Sell
1,020
-32
-3% -$8.9K 0.02% 620
2026
Q1 		$280K Sell
1,052
-203
-16% -$58K 0.02% 607
2025
Q4 		$361K Sell
1,255
-867
-41% -$242K 0.02% 636
2025
Q3 		$551K Sell
2,122
-19
-0.9% -$4.77K 0.03% 497
2025
Q2 		$532K Buy
+2,141
New +$529K 0.03% 509
2024
Q4 		$2.1M Sell
8,276
-951
-10% -$256K 0.07% 269
2024
Q3 		$2.59M Sell
9,227
-3,405
-27% -$946K 0.07% 268
2024
Q2 		$3.37M Sell
12,632
-1,652
-12% -$433K 0.09% 220
2024
Q1 		$3.37M Buy
14,284
+1,132
+9% +$297K 0.09% 218
2023
Q4 		$3.3M Sell
13,152
-1,132
-8% -$268K 0.09% 236
2023
Q3 		$3.37M Buy
14,284
+798
+6% +$195K 0.09% 218
2023
Q2 		$3.31M Buy
13,486
+35
+0.3% +$8.52K 0.07% 248
2023
Q1 		$3.21M Sell
13,451
-1,851
-12% -$445K 0.09% 234
2022
Q4 		$3.8M Buy
15,302
+362
+2% +$87.8K 0.11% 207
2022
Q3 		$3.34M Buy
14,940
+5,900
+65% +$1.41M 0.1% 209
2022
Q2 		$2.13M Buy
9,040
+246
+3% +$59.3K 0.09% 229
2022
Q1 		$2.24M Sell
8,794
-685
-7% -$169K 0.07% 274
2021
Q4 		$2.53M Buy
9,479
+342
+4% +$87.2K 0.07% 294
2021
Q3 		$2.26M Sell
9,137
-265
-3% -$68K 0.07% 307
2021
Q2 		$2.32M Buy
9,402
+1,695
+22% +$405K 0.08% 303
2021
Q1 		$1.76M Buy
7,707
+2,580
+50% +$592K 0.06% 339
2020
Q4 		$1.15M Sell
5,127
-1,982
-28% -$424K 0.06% 292
2020
Q3 		$1.43M Buy
7,109
+2,021
+40% +$409K 0.08% 258
2020
Q2 		$981K Buy
5,088
+1,016
+25% +$191K 0.07% 281
2020
Q1 		$677K Buy
4,072
+2,977
+272% +$544K 0.06% 314
2019
Q4 		$211K Buy
+1,095
New +$196K 0.02% 738
2019
Q1 		– Sell
-1,783
Closed -$287K – 778
2018
Q4 		$287K Sell
1,783
-143
-7% -$24.2K 0.04% 457
2018
Q3 		$349K Buy
+1,926
New +$331K 0.04% 448
2016
Q4 		– Sell
-2,683
Closed -$357K – 641
2016
Q3 		$357K Buy
2,683
+477
+22% +$64.3K 0.07% 351
2016
Q2 		$288K Sell
2,206
-246
-10% -$31.6K 0.06% 403
2016
Q1 		$302K Buy
2,452
+1
+0% +$122 0.07% 354
2015
Q4 		$326K Sell
2,451
-124
-5% -$16.2K 0.07% 344
2015
Q3 		$316K Buy
2,575
+160
+7% +$21.9K 0.08% 338
2015
Q2 		$339K Buy
2,415
+450
+23% +$62.2K 0.08% 304
2015
Q1 		$266K Hold
1,965
– – 0.06% 395
2014
Q4 		$247 Sell
1,965
-25
-1% -$3.07K 0.01% 1287
2014
Q3 		$233K Sell
1,990
-1,690
-46% -$194K 0.06% 458
2014
Q2 		$206K Buy
3,680
+1,320
+56% +$141K 0.05% 440
2014
Q1 		$252K Hold
2,360
– – 0.08% 310
2013
Q4 		$239K Buy
2,360
+460
+24% +$45.1K 0.08% 296
2013
Q3 		$177K Sell
1,900
-228
-11% -$20.9K 0.06% 376
2013
Q2 		$184K Buy
+2,128
New +$184K 0.06% 360

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 3% in Q2 2026, selling an estimated $8.9K and leaving 1,020 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #620.

B. Riley Wealth Advisors first reported a position in VHT in Q2 2013 and has held it in 42 quarters since. The position peaked at $3.8M in Q4 2022. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • B. Riley Wealth Advisors held 1,020 shares of Vanguard Health Care ETF worth $309K as of Q2 2026.
  • B. Riley Wealth Advisors sold 32 Vanguard Health Care ETF shares in Q2 2026, an estimated $8.9K.
  • Vanguard Health Care ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #620 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Health Care ETF in Q2 2013 and has held it in 42 quarters since.
  • B. Riley Wealth Advisors's Vanguard Health Care ETF position peaked at $3.8M in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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