BRWA
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B. Riley Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

B. Riley Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Sell
19,156
-1,276
-6% -$98.9K 0.08% 220
2026
Q1 		$1.43M Sell
20,432
-5,136
-20% -$382K 0.09% 215
2025
Q4 		$1.86M Sell
25,568
-972
-4% -$70.7K 0.09% 219
2025
Q3 		$1.95M Sell
26,540
-20,548
-44% -$1.48M 0.09% 209
2025
Q2 		$3.29M Buy
+47,088
New +$3.09M 0.15% 139
2024
Q4 		$9.01M Sell
136,436
-28,088
-17% -$1.91M 0.3% 66
2024
Q3 		$10.8M Sell
164,524
-26,248
-14% -$1.65M 0.3% 69
2024
Q2 		$11.6M Buy
190,772
+32,596
+21% +$1.98M 0.3% 66
2024
Q1 		$8.23M Buy
158,176
+4,164
+3% +$246K 0.22% 95
2023
Q4 		$8.96M Sell
154,012
-4,164
-3% -$222K 0.24% 84
2023
Q3 		$8.23M Buy
158,176
+28,832
+22% +$1.58M 0.22% 95
2023
Q2 		$7.12M Sell
129,344
-19,620
-13% -$1.03M 0.16% 134
2023
Q1 		$7.85M Buy
148,964
+6,476
+5% +$345K 0.21% 107
2022
Q4 		$7.26M Buy
142,488
+34,392
+32% +$1.75M 0.2% 112
2022
Q3 		$5.08M Buy
108,096
+65,296
+153% +$3.41M 0.15% 145
2022
Q2 		$2.11M Sell
42,800
-2,020
-5% -$109K 0.09% 235
2022
Q1 		$2.67M Sell
44,820
-10,440
-19% -$613K 0.09% 241
2021
Q4 		$3.52M Buy
55,260
+972
+2% +$60.9K 0.1% 214
2021
Q3 		$3.21M Sell
54,288
-60
-0.1% -$3.63K 0.1% 225
2021
Q2 		$3.2M Buy
54,348
+8,568
+19% +$497K 0.1% 228
2021
Q1 		$2.51M Buy
45,780
+17,292
+61% +$938K 0.09% 263
2020
Q4 		$1.47M Sell
28,488
-105,368
-79% -$5.1M 0.08% 250
2020
Q3 		$5.88M Buy
133,856
+4,708
+4% +$205K 0.31% 78
2020
Q2 		$5.29M Sell
129,148
-11,472
-8% -$439K 0.35% 71
2020
Q1 		$4.63M Buy
140,620
+117,760
+515% +$4.88M 0.4% 56
2019
Q4 		$1.02M Buy
22,860
+352
+2% +$15.1K 0.09% 242
2019
Q3 		$943K Buy
22,508
+164
+0.7% +$6.85K 0.09% 229
2019
Q2 		$934K Sell
22,344
-2,172
-9% -$88.9K 0.1% 213
2019
Q1 		$986K Buy
24,516
+692
+3% +$26.6K 0.12% 187
2018
Q4 		$823K Sell
23,824
-2,292
-9% -$86K 0.12% 185
2018
Q3 		$1.07M Sell
26,116
-112
-0.4% -$4.57K 0.13% 180
2018
Q2 		$1.03M Buy
26,228
+1,844
+8% +$72.4K 0.14% 174
2018
Q1 		$940K Buy
24,384
+3,732
+18% +$147K 0.13% 178
2017
Q4 		$800K Sell
20,652
-3,216
-13% -$121K 0.11% 210
2017
Q3 		$878K Buy
23,868
+924
+4% +$33.3K 0.15% 160
2017
Q2 		$818K Buy
22,944
+3,028
+15% +$107K 0.15% 174
2017
Q1 		$694K Buy
19,916
+20
+0.1% +$687 0.14% 184
2016
Q4 		$655K Sell
19,896
-5,036
-20% -$163K 0.13% 188
2016
Q3 		$807K Buy
24,932
+3,820
+18% +$123K 0.16% 165
2016
Q2 		$653K Buy
21,112
+1,256
+6% +$38.4K 0.13% 197
2016
Q1 		$602K Buy
19,856
+2,144
+12% +$60.6K 0.14% 183
2015
Q4 		$532K Buy
17,712
+24
+0.1% +$732 0.11% 231
2015
Q3 		$516K Buy
17,688
+1,372
+8% +$42.8K 0.12% 226
2015
Q2 		$521K Buy
16,316
+264
+2% +$8.57K 0.13% 199
2015
Q1 		$533K Buy
16,052
+356
+2% +$11.2K 0.13% 207
2014
Q4 		$3.07K Buy
15,696
+600
+4% +$18.1K 0.07% 379
2014
Q3 		$443K Buy
15,096
+144
+1% +$4.27K 0.12% 234
2014
Q2 		$444K Buy
14,952
+8,864
+146% +$253K 0.1% 214
2014
Q1 		$173K Buy
6,088
+204
+3% +$5.66K 0.05% 432
2013
Q4 		$162K Buy
5,884
+72
+1% +$1.92K 0.05% 410
2013
Q3 		$149K Buy
+5,812
New +$146K 0.05% 427

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 6.2% in Q2 2026, selling an estimated $98.9K and leaving 19,156 shares worth $1.54M. The position accounts for 0.08% of the portfolio, ranked #220.

B. Riley Wealth Advisors first reported a position in VO in Q3 2013 and has held it in 51 quarters since. The position peaked at $11.6M in Q2 2024. 706 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • B. Riley Wealth Advisors held 19,156 shares of Vanguard Mid-Cap ETF worth $1.54M as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,276 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $98.9K.
  • Vanguard Mid-Cap ETF made up 0.08% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #220 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $11.6M in Q2 2024.
  • 706 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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