BRWA
VONE icon

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 Sell
1,534
-16
-1% -$4.16K 0.02% 584
2025
Q1 		$393K Buy
1,550
+20
+1% +$5.35K 0.01% 844
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 -$9K – 1955
2014
Q4 		$9K 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 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 29 quarters since. The position peaked at $5.79M in Q2 2024. 409 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 29 quarters since.
  • B. Riley Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $5.79M in Q2 2024.
  • 409 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.