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

B. Riley Wealth Advisors’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$586K Hold
4,290
– – 0.03% 427
2026
Q1 		$479K Buy
+4,290
New +$503K 0.03% 445
2024
Q4 		– Sell
-2,223
Closed -$239K – 1293
2024
Q3 		$239K Sell
2,223
-3,556
-62% -$370K 0.01% 1062
2024
Q2 		$568K Buy
5,779
+463
+9% +$45.5K 0.01% 762
2024
Q1 		$465K Buy
5,316
+187
+4% +$18.2K 0.01% 828
2023
Q4 		$509K Sell
5,129
-187
-4% -$16.7K 0.01% 800
2023
Q3 		$465K Sell
5,316
-37
-0.7% -$3.41K 0.01% 828
2023
Q2 		$492K Hold
5,353
– – 0.01% 862
2023
Q1 		$475K Sell
5,353
-207
-4% -$19K 0.01% 828
2022
Q4 		$482K Buy
5,560
+20
+0.4% +$1.77K 0.01% 800
2022
Q3 		$448K Sell
5,540
-662
-11% -$59.2K 0.01% 805
2022
Q2 		$528K Sell
6,202
-284
-4% -$25.9K 0.02% 634
2022
Q1 		$643K Sell
6,486
-10
-0.2% -$989 0.02% 627
2021
Q4 		$683K Buy
6,496
+44
+0.7% +$4.62K 0.02% 669
2021
Q3 		$651K Sell
6,452
-286
-4% -$28.9K 0.02% 671
2021
Q2 		$699K Buy
6,738
+1,010
+18% +$103K 0.02% 638
2021
Q1 		$570K Buy
5,728
+504
+10% +$48.2K 0.02% 674
2020
Q4 		$439K Buy
5,224
+2
+0% +$151 0.02% 585
2020
Q3 		$338K Sell
5,222
-508
-9% -$33.4K 0.02% 677
2020
Q2 		$359K Buy
5,730
+192
+3% +$11.1K 0.02% 569
2020
Q1 		$284K Sell
5,538
-378
-6% -$25.6K 0.02% 557
2019
Q4 		$451K Buy
5,916
+456
+8% +$33.6K 0.04% 473
2019
Q3 		$390K Buy
5,460
+138
+3% +$9.76K 0.04% 497
2019
Q2 		$381K Sell
5,322
-16
-0.3% -$1.13K 0.04% 477
2019
Q1 		$375K Buy
5,338
+230
+5% +$16K 0.05% 424
2018
Q4 		$322K Sell
5,108
-2
-0% -$141 0.05% 415
2018
Q3 		$408K Buy
5,110
+1,748
+52% +$140K 0.05% 399
2018
Q2 		$256K Buy
+3,362
New +$249K 0.03% 529
2014
Q3 		– Sell
-360
Closed -$18.2K – 1848
2014
Q2 		$18.2K Buy
+360
New +$17.5K ﹤0.01% 1511

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

B. Riley Wealth Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 4,290 shares worth $586K. The position accounts for 0.03% of the portfolio, ranked #427.

B. Riley Wealth Advisors first reported a position in VIOO in Q2 2014 and has held it in 29 quarters since. The position peaked at $699K in Q2 2021. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • B. Riley Wealth Advisors held 4,290 shares of Vanguard S&P Small-Cap 600 ETF worth $586K as of Q2 2026.
  • B. Riley Wealth Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #427 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2014 and has held it in 29 quarters since.
  • B. Riley Wealth Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $699K in Q2 2021.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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