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B. Riley Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

B. Riley Wealth Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.76M Buy
28,081
+1,635
+6% +$156K 0.15% 144
2026
Q1 		$2.31M Buy
26,446
+723
+3% +$66.3K 0.15% 145
2025
Q4 		$2.28M Buy
25,723
+392
+2% +$35.2K 0.11% 186
2025
Q3 		$2.32M Sell
25,331
-7,395
-23% -$671K 0.11% 184
2025
Q2 		$2.91M Buy
+32,726
New +$2.89M 0.14% 155
2024
Q4 		$4.75M Sell
53,271
-3,947
-7% -$373K 0.16% 143
2024
Q3 		$5.57M Sell
57,218
-4,782
-8% -$440K 0.15% 143
2024
Q2 		$5.26M Sell
62,000
-53,943
-47% -$4.45M 0.13% 158
2024
Q1 		$8.86M Buy
115,943
+49,650
+75% +$4.24M 0.24% 81
2023
Q4 		$5.86M Sell
66,293
-49,650
-43% -$3.93M 0.16% 146
2023
Q3 		$8.86M Buy
115,943
+16,527
+17% +$1.36M 0.24% 81
2023
Q2 		$8.4M Sell
99,416
-8,428
-8% -$690K 0.19% 109
2023
Q1 		$8.96M Buy
107,844
+1,910
+2% +$164K 0.24% 88
2022
Q4 		$8.74M Buy
105,934
+4,901
+5% +$406K 0.24% 86
2022
Q3 		$8.1M Buy
101,033
+81,455
+416% +$7.62M 0.24% 88
2022
Q2 		$1.78M Buy
19,578
+425
+2% +$42.4K 0.08% 274
2022
Q1 		$2.08M Sell
19,153
-12,521
-40% -$1.33M 0.07% 293
2021
Q4 		$3.68M Buy
31,674
+1,376
+5% +$150K 0.11% 202
2021
Q3 		$3.08M Buy
30,298
+5,057
+20% +$536K 0.1% 242
2021
Q2 		$2.57M Buy
25,241
+4,351
+21% +$431K 0.08% 279
2021
Q1 		$1.92M Buy
20,890
+4,385
+27% +$385K 0.07% 315
2020
Q4 		$1.4M Sell
16,505
-5,853
-26% -$485K 0.08% 256
2020
Q3 		$1.76M Buy
22,358
+10,291
+85% +$826K 0.09% 221
2020
Q2 		$948K Sell
12,067
-427
-3% -$32.4K 0.06% 289
2020
Q1 		$873K Buy
12,494
+6,902
+123% +$606K 0.07% 260
2019
Q4 		$519K Buy
5,592
+982
+21% +$90.9K 0.04% 423
2019
Q3 		$430K Sell
4,610
-1,984
-30% -$180K 0.04% 452
2019
Q2 		$577K Sell
6,594
-6,417
-49% -$562K 0.06% 326
2019
Q1 		$1.13M Sell
13,011
-464
-3% -$38.3K 0.14% 163
2018
Q4 		$1M Buy
13,475
+4,838
+56% +$381K 0.14% 153
2018
Q3 		$697K Sell
8,637
-218
-2% -$18K 0.08% 256
2018
Q2 		$722K Buy
8,855
+28
+0.3% +$2.17K 0.1% 229
2018
Q1 		$667K Sell
8,827
-80
-0.9% -$6.12K 0.09% 237
2017
Q4 		$740K Sell
8,907
-624
-7% -$52.3K 0.1% 226
2017
Q3 		$792K Buy
9,531
+1,778
+23% +$149K 0.13% 173
2017
Q2 		$646K Sell
7,753
-300
-4% -$25K 0.12% 210
2017
Q1 		$667K Sell
8,053
-1,638
-17% -$136K 0.13% 192
2016
Q4 		$801K Sell
9,691
-2,351
-20% -$191K 0.16% 152
2016
Q3 		$1.04M Buy
12,042
+3,096
+35% +$276K 0.21% 126
2016
Q2 		$795K Buy
8,946
+195
+2% +$16.4K 0.16% 163
2016
Q1 		$733K Sell
8,751
-1,221
-12% -$95K 0.17% 148
2015
Q4 		$796K Sell
9,972
-3,183
-24% -$252K 0.16% 164
2015
Q3 		$995K Buy
13,155
+327
+3% +$25.1K 0.24% 110
2015
Q2 		$961K Sell
12,828
-2,981
-19% -$238K 0.24% 109
2015
Q1 		$1.33M Buy
15,809
+10,000
+172% +$849K 0.32% 74
2014
Q4 		$470 Buy
5,809
+1,113
+24% +$87.3K 0.01% 963
2014
Q3 		$337K Sell
4,696
-4,405
-48% -$332K 0.09% 313
2014
Q2 		$362K Buy
9,101
+5,744
+171% +$422K 0.08% 260
2014
Q1 		$237K Buy
3,357
+1,118
+50% +$76.5K 0.07% 326
2013
Q4 		$145K Sell
2,239
-189
-8% -$12.6K 0.05% 447
2013
Q3 		$161K Sell
2,428
-574
-19% -$39K 0.06% 405
2013
Q2 		$206K Buy
+3,002
New +$218K 0.07% 312

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 6.2% in Q2 2026, buying an estimated $156K and bringing the position to 28,081 shares worth $2.76M. The position accounts for 0.15% of the portfolio, ranked #144.

B. Riley Wealth Advisors first reported a position in VNQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.96M in Q1 2023. 693 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • B. Riley Wealth Advisors held 28,081 shares of Vanguard Real Estate ETF worth $2.76M as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,635 Vanguard Real Estate ETF shares in Q2 2026, an estimated $156K.
  • Vanguard Real Estate ETF made up 0.15% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #144 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Vanguard Real Estate ETF position peaked at $8.96M in Q1 2023.
  • 693 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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