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B. Riley Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

B. Riley Wealth Advisors’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$851K Sell
3,607
-290
-7% -$66.6K 0.05% 339
2026
Q1 		$821K Sell
3,897
-38,168
-91% -$8.51M 0.05% 326
2025
Q4 		$9.24M Buy
42,065
+1,809
+4% +$395K 0.43% 41
2025
Q3 		$8.69M Buy
40,256
+1,679
+4% +$353K 0.4% 42
2025
Q2 		$7.9M Buy
+38,577
New +$7.48M 0.37% 44
2024
Q4 		$8.2M Sell
41,871
-9,647
-19% -$1.93M 0.27% 76
2024
Q3 		$10.2M Sell
51,518
-17,607
-25% -$3.35M 0.28% 71
2024
Q2 		$12.7M Sell
69,125
-8,181
-11% -$1.47M 0.32% 57
2024
Q1 		$12.1M Sell
77,306
-10,305
-12% -$1.81M 0.33% 61
2023
Q4 		$14.9M Buy
87,611
+10,305
+13% +$1.66M 0.4% 44
2023
Q3 		$12.1M Sell
77,306
-50,969
-40% -$8.26M 0.33% 61
2023
Q2 		$20.9M Sell
128,275
-24,636
-16% -$3.86M 0.47% 43
2023
Q1 		$23.5M Sell
152,911
-30,561
-17% -$4.68M 0.63% 24
2022
Q4 		$27.9M Buy
183,472
+7,284
+4% +$1.09M 0.78% 17
2022
Q3 		$23.8M Buy
176,188
+8,964
+5% +$1.33M 0.72% 22
2022
Q2 		$24M Sell
167,224
-3,891
-2% -$592K 1.01% 8
2022
Q1 		$27.7M Sell
171,115
-15,075
-8% -$2.43M 0.91% 12
2021
Q4 		$32M Sell
186,190
-2,040
-1% -$336K 0.92% 11
2021
Q3 		$29M Sell
188,230
-3,459
-2% -$551K 0.92% 10
2021
Q2 		$29.1M Buy
191,689
+122
+0.1% +$18.7K 0.95% 9
2021
Q1 		$27.8M Buy
191,567
+17,017
+10% +$2.42M 0.98% 9
2020
Q4 		$24.6M Sell
174,550
-11,521
-6% -$1.56M 1.32% 7
2020
Q3 		$23M Buy
186,071
+21,718
+13% +$2.73M 1.22% 8
2020
Q2 		$19.3M Buy
164,353
+12,435
+8% +$1.42M 1.29% 8
2020
Q1 		$15.7M Buy
151,918
+143,118
+1,626% +$17.1M 1.34% 9
2019
Q4 		$1.1M Sell
8,800
-198
-2% -$24K 0.09% 228
2019
Q3 		$1.08M Buy
8,998
+698
+8% +$82.3K 0.11% 213
2019
Q2 		$956K Sell
8,300
-115
-1% -$12.9K 0.1% 209
2019
Q1 		$923K Sell
8,415
-434
-5% -$45.7K 0.12% 197
2018
Q4 		$867K Buy
8,849
+834
+10% +$87K 0.12% 177
2018
Q3 		$888K Buy
8,015
+1,004
+14% +$108K 0.11% 210
2018
Q2 		$713K Buy
7,011
+363
+5% +$37K 0.09% 233
2018
Q1 		$672K Sell
6,648
-552
-8% -$57.2K 0.09% 234
2017
Q4 		$735K Buy
7,200
+467
+7% +$46K 0.1% 230
2017
Q3 		$640K Buy
6,733
+695
+12% +$64.8K 0.11% 210
2017
Q2 		$561K Buy
6,038
+446
+8% +$40.9K 0.1% 231
2017
Q1 		$503K Sell
5,592
-504
-8% -$44.7K 0.1% 234
2016
Q4 		$520K Sell
6,096
-4,800
-44% -$404K 0.11% 220
2016
Q3 		$916K Buy
10,896
+4,586
+73% +$389K 0.18% 147
2016
Q2 		$526K Buy
6,310
+1,110
+21% +$90.7K 0.11% 241
2016
Q1 		$422K Sell
5,200
-1,912
-27% -$147K 0.1% 257
2015
Q4 		$553K Sell
7,112
-626
-8% -$48.8K 0.11% 219
2015
Q3 		$572K Buy
7,738
+1,593
+26% +$123K 0.14% 209
2015
Q2 		$485K Sell
6,145
-1,981
-24% -$161K 0.12% 214
2015
Q1 		$654K Buy
8,126
+764
+10% +$62K 0.16% 161
2014
Q4 		$598 Sell
7,362
-1,377
-16% -$109K 0.01% 860
2014
Q3 		$673K Sell
8,739
-2,478
-22% -$192K 0.18% 155
2014
Q2 		$386K Buy
11,217
+5,979
+114% +$457K 0.09% 246
2014
Q1 		$394K Buy
5,238
+79
+2% +$5.83K 0.12% 200
2013
Q4 		$388K Sell
5,159
-582
-10% -$42.3K 0.12% 187
2013
Q3 		$400K Buy
5,741
+805
+16% +$55.7K 0.14% 172
2013
Q2 		$327K Buy
+4,936
New +$331K 0.11% 212

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.4% in Q2 2026, selling an estimated $66.6K and leaving 3,607 shares worth $851K. The position accounts for 0.05% of the portfolio, ranked #339.

B. Riley Wealth Advisors first reported a position in VIG in Q2 2013 and has held it in 52 quarters since. The position peaked at $32M in Q4 2021. 603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • B. Riley Wealth Advisors held 3,607 shares of Vanguard Dividend Appreciation ETF worth $851K as of Q2 2026.
  • B. Riley Wealth Advisors sold 290 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $66.6K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #339 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $32M in Q4 2021.
  • 603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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