B. Riley Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

B. Riley Wealth Advisors’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.61M	Buy	10,151 +1,269	+14%	+$430K	0.19%	116
2026 Q1	$2.68M	Sell	8,882 -1,438	-14%	-$467K	0.17%	133
2025 Q4	$3.08M	Sell	10,320 -230	-2%	-$68.3K	0.14%	153
2025 Q3	$3.13M	Buy	10,550 +2	+0%	+$580	0.14%	144
2025 Q2	$2.95M	Buy	+10,548	New	+$2.72M	0.14%	153
2024 Q4	$2.16M	Buy	8,505 +6,587	+343%	+$1.75M	0.07%	263
2024 Q3	$496K	Sell	1,918 -417	-18%	-$102K	0.01%	745
2024 Q2	$551K	Sell	2,335 -1,328	-36%	-$316K	0.01%	771
2024 Q1	$717K	Buy	3,663 +537	+17%	+$122K	0.02%	633
2023 Q4	$689K	Sell	3,126 -537	-15%	-$108K	0.02%	662
2023 Q3	$717K	Buy	3,663 +2,013	+122%	+$413K	0.02%	633
2023 Q2	$340K	Sell	1,650 -1,206	-42%	-$231K	0.01%	1051
2023 Q1	$544K	Buy	2,856 +1,106	+63%	+$210K	0.01%	768
2022 Q4	$320K	Buy	1,750 +57	+3%	+$10.2K	0.01%	1021
2022 Q3	$267K	Buy	1,693 +350	+26%	+$61K	0.01%	1076
2022 Q2	$220K	Buy	1,343 +2	+0.1%	+$354	0.01%	1010
2022 Q1	$261K	Sell	1,341 -370	-22%	-$71.2K	0.01%	1080
2021 Q4	$348K	Sell	1,711 -429	-20%	-$85.7K	0.01%	995
2021 Q3	$403K	Buy	2,140 +57	+3%	+$11.2K	0.01%	888
2021 Q2	$410K	Sell	2,083 -48	-2%	-$9.44K	0.01%	865
2021 Q1	$404K	Buy	2,131 +856	+67%	+$152K	0.01%	843
2020 Q4	$217K	Sell	1,275 -271	-18%	-$43.4K	0.01%	897
2020 Q3	$224K	Buy	+1,546	New	+$218K	0.01%	810
2020 Q2	–	Sell	-6,563	Closed	-$725K	–	906
2020 Q1	$725K	Buy	6,563 +4,993	+318%	+$708K	0.06%	296
2019 Q4	$242K	Sell	1,570 -1	-0.1%	-$150	0.02%	693
2019 Q3	$230K	Buy	1,571 +8	+0.5%	+$1.16K	0.02%	687
2019 Q2	$228K	Buy	1,563 +3	+0.2%	+$428	0.03%	669
2019 Q1	$219K	Buy	+1,560	New	+$211K	0.03%	620
2018 Q1	–	Sell	-1,675	Closed	-$239K	–	720
2017 Q4	$239K	Buy	+1,675	New	+$230K	0.03%	526
2015 Q1	–	Sell	-171	Closed	-$18	–	1944
2014 Q4	$18	Buy	+171	New	+$17.9K	﹤0.01%	2604
2014 Q3	–	Sell	-532	Closed	-$55.4K	–	1851
2014 Q2	$55.4K	Buy	+532	New	+$54.4K	0.01%	985

Other funds holding VIS

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Vanguard Industrials ETF (VIS) stake by 14% in Q2 2026, buying an estimated $430K and bringing the position to 10,151 shares worth $3.61M. The position accounts for 0.19% of the portfolio, ranked #116.

B. Riley Wealth Advisors first reported a position in VIS in Q2 2014 and has held it in 31 quarters since. 89 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

B. Riley Wealth Advisors held 10,151 shares of Vanguard Industrials ETF worth $3.61M as of Q2 2026.
B. Riley Wealth Advisors bought 1,269 Vanguard Industrials ETF shares in Q2 2026, an estimated $430K.
Vanguard Industrials ETF made up 0.19% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #116 holding.
B. Riley Wealth Advisors first reported a position in Vanguard Industrials ETF in Q2 2014 and has held it in 31 quarters since.
89 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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