BRWA
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B. Riley Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

B. Riley Wealth Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5M Sell
16,951
-3,264
-16% -$2.18M 0.62% 29
2026
Q1 		$11.7M Sell
20,215
-387
-2% -$242K 0.74% 19
2025
Q4 		$12.9M Buy
20,602
+480
+2% +$298K 0.6% 28
2025
Q3 		$12.3M Buy
20,122
+1,263
+7% +$744K 0.57% 30
2025
Q2 		$10.7M Buy
+18,859
New +$9.91M 0.5% 34
2024
Q4 		$13.6M Sell
25,237
-40,594
-62% -$22M 0.45% 39
2024
Q3 		$34.5M Sell
65,831
-2,521
-4% -$1.28M 0.96% 11
2024
Q2 		$34.3M Sell
68,352
-6,775
-9% -$3.26M 0.87% 13
2024
Q1 		$29.6M Buy
75,127
+3,351
+5% +$1.53M 0.8% 12
2023
Q4 		$31.4M Sell
71,776
-3,351
-4% -$1.37M 0.84% 12
2023
Q3 		$29.6M Buy
75,127
+2,358
+3% +$964K 0.8% 12
2023
Q2 		$29.7M Buy
72,769
+7,152
+11% +$2.76M 0.67% 19
2023
Q1 		$24.7M Buy
65,617
+9,046
+16% +$3.32M 0.66% 21
2022
Q4 		$19.9M Sell
56,571
-4,618
-8% -$1.63M 0.56% 34
2022
Q3 		$20.1M Buy
61,189
+19,174
+46% +$7M 0.61% 27
2022
Q2 		$14.6M Sell
42,015
-362
-0.9% -$136K 0.61% 26
2022
Q1 		$17.6M Sell
42,377
-2,845
-6% -$1.16M 0.58% 26
2021
Q4 		$19.7M Buy
45,222
+5,653
+14% +$2.39M 0.57% 23
2021
Q3 		$15.6M Buy
39,569
+1,398
+4% +$567K 0.5% 35
2021
Q2 		$15M Buy
38,171
+909
+2% +$349K 0.49% 33
2021
Q1 		$13.6M Buy
37,262
+3,127
+9% +$1.11M 0.48% 35
2020
Q4 		$11.7M Sell
34,135
-28,006
-45% -$9.13M 0.63% 30
2020
Q3 		$19M Buy
62,141
+4,563
+8% +$1.39M 1.01% 13
2020
Q2 		$16.3M Buy
57,578
+7,821
+16% +$2.11M 1.09% 13
2020
Q1 		$11.8M Buy
49,757
+25,516
+105% +$7.15M 1.01% 16
2019
Q4 		$7.17M Buy
24,241
+4,299
+22% +$1.22M 0.61% 31
2019
Q3 		$5.44M Buy
19,942
+1,152
+6% +$313K 0.54% 37
2019
Q2 		$5.06M Buy
18,790
+1,909
+11% +$505K 0.55% 38
2019
Q1 		$4.38M Buy
16,881
+455
+3% +$114K 0.55% 34
2018
Q4 		$3.77M Buy
16,426
+832
+5% +$206K 0.54% 40
2018
Q3 		$4.17M Buy
15,594
+257
+2% +$67.3K 0.5% 44
2018
Q2 		$3.83M Buy
15,337
+853
+6% +$212K 0.51% 45
2018
Q1 		$3.51M Sell
14,484
-4,329
-23% -$1.09M 0.49% 44
2017
Q4 		$4.62M Sell
18,813
-2,117
-10% -$506K 0.62% 31
2017
Q3 		$4.83M Buy
20,930
+1,694
+9% +$384K 0.8% 26
2017
Q2 		$4.27M Buy
19,236
+259
+1% +$57K 0.78% 21
2017
Q1 		$4.11M Buy
18,977
+1,775
+10% +$379K 0.82% 19
2016
Q4 		$3.53M Buy
17,202
+502
+3% +$101K 0.72% 33
2016
Q3 		$1.85M Buy
16,700
+4,765
+40% +$945K 0.36% 61
2016
Q2 		$1.32M Buy
11,935
+4,124
+53% +$785K 0.26% 96
2016
Q1 		$833K Buy
7,811
+861
+12% +$154K 0.19% 133
2015
Q4 		$1.3M Buy
6,950
+3,356
+93% +$632K 0.26% 101
2015
Q3 		$632K Buy
3,594
+565
+19% +$105K 0.15% 184
2015
Q2 		$573K Buy
3,029
+80
+3% +$15.4K 0.14% 188
2015
Q1 		$558K Sell
2,949
-2,196
-43% -$416K 0.14% 196
2014
Q4 		$5.77K Buy
+5,145
New +$948K 0.12% 205
2014
Q3 		– Sell
-188
Closed -$33.7K – 1862
2014
Q2 		$33.7K Buy
+188
New +$32.8K 0.01% 1203

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, selling an estimated $2.18M and leaving 16,951 shares worth $11.5M. The position accounts for 0.62% of the portfolio, ranked #29.

B. Riley Wealth Advisors first reported a position in VOO in Q2 2014 and has held it in 47 quarters since. The position peaked at $34.5M in Q3 2024. 1,585 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • B. Riley Wealth Advisors held 16,951 shares of Vanguard S&P 500 ETF worth $11.5M as of Q2 2026.
  • B. Riley Wealth Advisors sold 3,264 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.18M.
  • Vanguard S&P 500 ETF made up 0.62% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2014 and has held it in 47 quarters since.
  • B. Riley Wealth Advisors's Vanguard S&P 500 ETF position peaked at $34.5M in Q3 2024.
  • 1,585 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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