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

B. Riley Wealth Advisors’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Buy
1,434
+5
+0.3% +$967 0.02% 648
2026
Q1 		$259K Sell
1,429
-11
-0.8% -$2.06K 0.02% 623
2025
Q4 		$255K Buy
1,440
+9
+0.6% +$1.57K 0.01% 769
2025
Q3 		$250K Sell
1,431
-24,115
-94% -$4.1M 0.01% 796
2025
Q2 		$4.2M Buy
+25,546
New +$4.04M 0.2% 109
2024
Q4 		$834K Buy
5,155
+15
+0.3% +$2.53K 0.03% 513
2024
Q3 		$858K Sell
5,140
-1,123
-18% -$179K 0.02% 545
2024
Q2 		$948K Sell
6,263
-10,680
-63% -$1.62M 0.02% 556
2024
Q1 		$2.22M Buy
16,943
+264
+2% +$38.8K 0.06% 318
2023
Q4 		$2.42M Sell
16,679
-264
-2% -$35.5K 0.07% 307
2023
Q3 		$2.22M Buy
16,943
+100
+0.6% +$13.8K 0.06% 318
2023
Q2 		$2.33M Buy
16,843
+183
+1% +$24.4K 0.05% 327
2023
Q1 		$2.23M Buy
16,660
+632
+4% +$87.7K 0.06% 317
2022
Q4 		$2.17M Sell
16,028
-383
-2% -$51.4K 0.06% 317
2022
Q3 		$2M Buy
16,411
+3,115
+23% +$422K 0.06% 311
2022
Q2 		$1.72M Sell
13,296
-627
-5% -$88.7K 0.07% 276
2022
Q1 		$2.08M Sell
13,923
-1,257
-8% -$185K 0.07% 290
2021
Q4 		$2.28M Buy
15,180
+341
+2% +$50.1K 0.07% 324
2021
Q3 		$2.07M Buy
14,839
+153
+1% +$21.7K 0.07% 324
2021
Q2 		$2.06M Buy
14,686
+724
+5% +$102K 0.07% 326
2021
Q1 		$1.88M Buy
13,962
+2,197
+19% +$281K 0.07% 324
2020
Q4 		$1.4M Sell
11,765
-6,978
-37% -$782K 0.07% 258
2020
Q3 		$1.85M Buy
18,743
+9,534
+104% +$966K 0.1% 211
2020
Q2 		$882K Sell
9,209
-3,471
-27% -$318K 0.06% 302
2020
Q1 		$1.03M Buy
12,680
+10,988
+649% +$1.18M 0.09% 230
2019
Q4 		$202K Buy
+1,692
New +$195K 0.02% 757
2016
Q4 		– Sell
-7,155
Closed -$670K – 642
2016
Q3 		$670K Sell
7,155
-684
-9% -$63.3K 0.13% 191
2016
Q2 		$699K Buy
7,839
+1,172
+18% +$103K 0.14% 182
2016
Q1 		$581K Buy
6,667
+274
+4% +$22.3K 0.13% 193
2015
Q4 		$550K Buy
6,393
+1,160
+22% +$101K 0.11% 221
2015
Q3 		$436K Buy
5,233
+618
+13% +$54.8K 0.1% 259
2015
Q2 		$418K Sell
4,615
-1,307
-22% -$121K 0.1% 248
2015
Q1 		$545K Buy
5,922
+460
+8% +$41.5K 0.13% 202
2014
Q4 		$488 Buy
5,462
+1,765
+48% +$154K 0.01% 956
2014
Q3 		$314K Buy
3,697
+2,186
+145% +$189K 0.08% 348
2014
Q2 		$131K Buy
+1,511
New +$127K 0.03% 611

Other funds holding VOE

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.35% in Q2 2026, buying an estimated $967 and bringing the position to 1,434 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #648.

B. Riley Wealth Advisors first reported a position in VOE in Q2 2014 and has held it in 36 quarters since. The position peaked at $4.2M in Q2 2025. 301 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • B. Riley Wealth Advisors held 1,434 shares of Vanguard Mid-Cap Value ETF worth $285K as of Q2 2026.
  • B. Riley Wealth Advisors bought 5 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $967.
  • Vanguard Mid-Cap Value ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #648 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2014 and has held it in 36 quarters since.
  • B. Riley Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $4.2M in Q2 2025.
  • 301 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

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