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B. Riley Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

B. Riley Wealth Advisors’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Sell
35,357
-622
-2% -$29.1K 0.09% 209
2026
Q1 		$1.69M Sell
35,979
-761
-2% -$35.9K 0.11% 188
2025
Q4 		$1.73M Sell
36,740
-3,499
-9% -$165K 0.08% 231
2025
Q3 		$1.89M Sell
40,239
-1,682
-4% -$78.1K 0.09% 216
2025
Q2 		$1.94M Buy
+41,921
New +$1.92M 0.09% 216
2024
Q4 		$3.27M Sell
72,165
-17,253
-19% -$793K 0.11% 192
2024
Q3 		$4.2M Sell
89,418
-5,091
-5% -$237K 0.12% 181
2024
Q2 		$4.29M Sell
94,509
-36,082
-28% -$1.62M 0.11% 181
2024
Q1 		$5.72M Buy
130,591
+27,990
+27% +$1.28M 0.15% 143
2023
Q4 		$4.76M Sell
102,601
-27,990
-21% -$1.24M 0.13% 174
2023
Q3 		$5.72M Buy
130,591
+846
+0.7% +$38.1K 0.15% 143
2023
Q2 		$5.97M Sell
129,745
-17,576
-12% -$813K 0.13% 161
2023
Q1 		$6.86M Sell
147,321
-2,875
-2% -$133K 0.18% 124
2022
Q4 		$6.84M Sell
150,196
-1,428
-0.9% -$64.7K 0.19% 125
2022
Q3 		$6.84M Buy
151,624
+12,255
+9% +$583K 0.21% 100
2022
Q2 		$6.66M Sell
139,369
-3,249
-2% -$156K 0.28% 81
2022
Q1 		$7.15M Buy
142,618
+1,924
+1% +$98.8K 0.23% 91
2021
Q4 		$7.43M Buy
140,694
+5,575
+4% +$295K 0.21% 101
2021
Q3 		$7.2M Buy
135,119
+9,359
+7% +$500K 0.23% 94
2021
Q2 		$6.71M Buy
125,760
+7,498
+6% +$401K 0.22% 103
2021
Q1 		$6.31M Sell
118,262
-24,444
-17% -$1.32M 0.22% 100
2020
Q4 		$7.72M Sell
142,706
-26,286
-16% -$1.42M 0.41% 54
2020
Q3 		$9.17M Buy
168,992
+8,897
+6% +$483K 0.49% 45
2020
Q2 		$8.71M Buy
160,095
+5,855
+4% +$319K 0.58% 32
2020
Q1 		$8.41M Buy
154,240
+10,369
+7% +$554K 0.72% 26
2019
Q4 		$7.65M Buy
143,871
+9,758
+7% +$519K 0.65% 26
2019
Q3 		$7.14M Buy
134,113
+5,549
+4% +$294K 0.7% 23
2019
Q2 		$6.79M Buy
128,564
+11,028
+9% +$577K 0.74% 21
2019
Q1 		$6.16M Buy
117,536
+2,822
+2% +$146K 0.77% 22
2018
Q4 		$5.91M Sell
114,714
-3,175
-3% -$161K 0.84% 19
2018
Q3 		$6.01M Buy
117,889
+11,698
+11% +$599K 0.72% 22
2018
Q2 		$5.46M Buy
106,191
+4,196
+4% +$215K 0.72% 23
2018
Q1 		$5.26M Buy
101,995
+8,378
+9% +$433K 0.74% 19
2017
Q4 		$4.91M Buy
93,617
+13,936
+17% +$733K 0.66% 27
2017
Q3 		$4.21M Buy
79,681
+12,622
+19% +$667K 0.7% 31
2017
Q2 		$3.53M Buy
67,059
+560
+0.8% +$29.5K 0.64% 32
2017
Q1 		$3.49M Buy
66,499
+4,803
+8% +$251K 0.7% 32
2016
Q4 		$3.23M Sell
61,696
-2,536
-4% -$135K 0.66% 35
2016
Q3 		$3.47M Buy
64,232
+3,192
+5% +$172K 0.68% 26
2016
Q2 		$3.29M Buy
61,040
+5,874
+11% +$314K 0.66% 28
2016
Q1 		$2.95M Sell
55,166
-4,820
-8% -$257K 0.68% 29
2015
Q4 		$3.16M Buy
59,986
+55,810
+1,336% +$2.96M 0.64% 29
2015
Q3 		$224K Buy
+4,176
New +$222K 0.05% 440
2015
Q1 		– Sell
-106
Closed -$6 – 1950
2014
Q4 		$6 Buy
+106
New +$5.62K ﹤0.01% 3105

Other funds holding VMBS

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 1.7% in Q2 2026, selling an estimated $29.1K and leaving 35,357 shares worth $1.66M. The position accounts for 0.09% of the portfolio, ranked #209.

B. Riley Wealth Advisors first reported a position in VMBS in Q4 2014 and has held it in 44 quarters since. The position peaked at $9.17M in Q3 2020. 240 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • B. Riley Wealth Advisors held 35,357 shares of Vanguard Mortgage-Backed Securities ETF worth $1.66M as of Q2 2026.
  • B. Riley Wealth Advisors sold 622 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $29.1K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.09% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #209 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2014 and has held it in 44 quarters since.
  • B. Riley Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $9.17M in Q3 2020.
  • 240 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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