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

B. Riley Wealth Advisors’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,791
Closed -$216K – 1608
2024
Q1 		$216K Buy
2,791
+50
+2% +$4.26K 0.01% 1234
2023
Q4 		$243K Sell
2,741
-50
-2% -$3.93K 0.01% 1152
2023
Q3 		$216K Buy
2,791
+29
+1% +$2.38K 0.01% 1234
2023
Q2 		$228K Buy
2,762
+280
+11% +$22.1K 0.01% 1284
2023
Q1 		$200K Buy
+2,482
New +$209K 0.01% 1304
2022
Q3 		– Sell
-3,566
Closed -$275K – 1535
2022
Q2 		$275K Sell
3,566
-800
-18% -$66.4K 0.01% 914
2022
Q1 		$387K Sell
4,366
-654
-13% -$57.6K 0.01% 901
2021
Q4 		$454K Sell
5,020
-28
-0.6% -$2.54K 0.01% 863
2021
Q3 		$440K Buy
5,048
+28
+0.6% +$2.44K 0.01% 839
2021
Q2 		$458K Hold
5,020
– – 0.01% 808
2021
Q1 		$437K Hold
5,020
– – 0.02% 803
2020
Q4 		$353K Sell
5,020
-4,180
-45% -$263K 0.02% 670
2020
Q3 		$485K Buy
9,200
+4,552
+98% +$248K 0.03% 538
2020
Q2 		$243K Buy
+4,648
New +$226K 0.02% 696
2015
Q1 		– Sell
-1,420
Closed -$72 – 1943
2014
Q4 		$72 Buy
+1,420
New +$69.4K ﹤0.01% 1902
2014
Q3 		– Sell
-640
Closed -$31.9K – 1849
2014
Q2 		$31.9K Buy
+640
New +$30.8K 0.01% 1233

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

B. Riley Wealth Advisors's VIOV Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2024, closing a stake of 2,791 shares — an estimated $216K sold.

B. Riley Wealth Advisors first reported a position in VIOV in Q2 2014 and held it in 16 quarters. The position peaked at $485K in Q3 2020. 165 funds tracked by Wall St. Rank hold VIOV as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,791 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2024, an estimated $216K.
  • B. Riley Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2014 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $485K in Q3 2020.
  • 165 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.