BRWA
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B. Riley Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

B. Riley Wealth Advisors’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$497K Sell
1,480
-18
-1% -$5.9K 0.03% 476
2026
Q1 		$429K Sell
1,498
-65
-4% -$20K 0.03% 476
2025
Q4 		$483K Buy
1,563
+40
+3% +$12.3K 0.02% 535
2025
Q3 		$460K Sell
1,523
-11
-0.7% -$3.21K 0.02% 557
2025
Q2 		$431K Buy
+1,534
New +$398K 0.02% 584
2024
Q4 		$408K Sell
1,530
-20,532
-93% -$5.5M 0.01% 761
2024
Q3 		$5.67M Sell
22,062
-1,389
-6% -$348K 0.16% 141
2024
Q2 		$5.79M Buy
23,451
+13,325
+132% +$3.17M 0.15% 142
2024
Q1 		$1.97M Buy
10,126
+1,313
+15% +$298K 0.05% 362
2023
Q4 		$1.91M Sell
8,813
-1,313
-13% -$266K 0.05% 374
2023
Q3 		$1.97M Buy
10,126
+1,481
+17% +$300K 0.05% 362
2023
Q2 		$1.74M Buy
8,645
+1,255
+17% +$239K 0.04% 408
2023
Q1 		$1.38M Buy
7,390
+4,790
+184% +$872K 0.04% 451
2022
Q4 		$453K Sell
2,600
-269
-9% -$47.1K 0.01% 828
2022
Q3 		$469K Sell
2,869
-568
-17% -$103K 0.01% 784
2022
Q2 		$591K Sell
3,437
-409
-11% -$76.5K 0.02% 588
2022
Q1 		$797K Buy
3,846
+426
+12% +$87K 0.03% 559
2021
Q4 		$749K Sell
3,420
-149
-4% -$31.7K 0.02% 632
2021
Q3 		$715K Sell
3,569
-16
-0.4% -$3.29K 0.02% 633
2021
Q2 		$718K Buy
3,585
+225
+7% +$43.9K 0.02% 628
2021
Q1 		$623K Sell
3,360
-39
-1% -$7.06K 0.02% 632
2020
Q4 		$596K Sell
3,399
-260
-7% -$43K 0.03% 479
2020
Q3 		$565K Buy
3,659
+476
+15% +$72.7K 0.03% 488
2020
Q2 		$452K Buy
3,183
+306
+11% +$41K 0.03% 492
2020
Q1 		$338K Buy
2,877
+341
+13% +$47.7K 0.03% 504
2019
Q4 		$374K Buy
+2,536
New +$358K 0.03% 520
2015
Q1 		– Sell
-93
Closed -$9 – 1955
2014
Q4 		$9 Buy
+93
New +$8.6K ﹤0.01% 2938
2014
Q3 		– Sell
-93
Closed -$8.41K – 1861
2014
Q2 		$8.41K Buy
+93
New +$8.17K ﹤0.01% 1859

Other funds holding VONE

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 1.2% in Q2 2026, selling an estimated $5.9K and leaving 1,480 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #476.

B. Riley Wealth Advisors first reported a position in VONE in Q2 2014 and has held it in 28 quarters since. The position peaked at $5.79M in Q2 2024. 53 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • B. Riley Wealth Advisors held 1,480 shares of Vanguard Russell 1000 ETF worth $497K as of Q2 2026.
  • B. Riley Wealth Advisors sold 18 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $5.9K.
  • Vanguard Russell 1000 ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #476 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q2 2014 and has held it in 28 quarters since.
  • B. Riley Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $5.79M in Q2 2024.
  • 53 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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