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B. Riley Wealth Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

B. Riley Wealth Advisors’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$255K Buy
2,190
+260
+13% +$31.6K 0.01% 940
2024
Q3 		$227K Sell
1,930
-540
-22% -$62.6K 0.01% 1081
2024
Q2 		$273K Sell
2,470
-1,215
-33% -$134K 0.01% 1074
2024
Q1 		$349K Buy
3,685
+76
+2% +$8.15K 0.01% 971
2023
Q4 		$388K Sell
3,609
-76
-2% -$7.34K 0.01% 940
2023
Q3 		$349K Buy
3,685
+313
+9% +$31.1K 0.01% 971
2023
Q2 		$335K Buy
3,372
+5
+0.1% +$471 0.01% 1061
2023
Q1 		$319K Buy
3,367
+21
+0.6% +$2.04K 0.01% 1037
2022
Q4 		$312K Buy
3,346
+172
+5% +$16.3K 0.01% 1034
2022
Q3 		$278K Sell
3,174
-990
-24% -$95.7K 0.01% 1049
2022
Q2 		$377K Sell
4,164
-450
-10% -$44K 0.02% 774
2022
Q1 		$498K Sell
4,614
-816
-15% -$88.6K 0.02% 753
2021
Q4 		$650K Buy
5,430
+226
+4% +$26.5K 0.02% 691
2021
Q3 		$585K Buy
5,204
+6
+0.1% +$682 0.02% 706
2021
Q2 		$595K Hold
5,198
– – 0.02% 686
2021
Q1 		$575K Buy
5,198
+760
+17% +$83.2K 0.02% 668
2020
Q4 		$437K Sell
4,438
-3,050
-41% -$268K 0.02% 588
2020
Q3 		$561K Buy
7,488
+3,010
+67% +$232K 0.03% 492
2020
Q2 		$328K Buy
+4,478
New +$300K 0.02% 602
2015
Q1 		– Sell
-840
Closed -$44 – 1942
2014
Q4 		$44 Buy
+840
New +$42.3K ﹤0.01% 2157
2014
Q3 		– Sell
-460
Closed -$23.8K – 1847
2014
Q2 		$23.8K Buy
+460
New +$22.8K 0.01% 1392

Other funds holding VIOG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

B. Riley Wealth Advisors's VIOG Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 13% in Q4 2024, buying an estimated $31.6K and bringing the position to 2,190 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #940.

B. Riley Wealth Advisors first reported a position in VIOG in Q2 2014 and has held it in 21 quarters since. The position peaked at $650K in Q4 2021. 164 funds tracked by Wall St. Rank hold VIOG as of Q4 2024.

  • B. Riley Wealth Advisors held 2,190 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $255K as of Q4 2024.
  • B. Riley Wealth Advisors bought 260 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $31.6K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #940 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2014 and has held it in 21 quarters since.
  • B. Riley Wealth Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $650K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.