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

B. Riley Wealth Advisors’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,656
Closed -$284K – 1424
2024
Q4 		$284K Buy
4,656
+192
+4% +$11.5K 0.01% 888
2024
Q3 		$255K Sell
4,464
-1,998
-31% -$111K 0.01% 1034
2024
Q2 		$360K Sell
6,462
-13,776
-68% -$714K 0.01% 945
2024
Q1 		$835K Buy
20,238
+4,596
+29% +$222K 0.02% 589
2023
Q4 		$706K Sell
15,642
-4,596
-23% -$197K 0.02% 655
2023
Q3 		$835K Sell
20,238
-672
-3% -$28.6K 0.02% 589
2023
Q2 		$888K Sell
20,910
-5,118
-20% -$204K 0.02% 605
2023
Q1 		$1,000K Sell
26,028
-7,086
-21% -$260K 0.03% 536
2022
Q4 		$1.16M Buy
33,114
+2,184
+7% +$78.9K 0.03% 484
2022
Q3 		$1.07M Buy
+30,930
New +$1.21M 0.03% 483
2022
Q1 		– Sell
-8,406
Closed -$423K – 1509
2021
Q4 		$423K Buy
8,406
+1,656
+25% +$80.2K 0.01% 910
2021
Q3 		$300K Buy
6,750
+132
+2% +$6.05K 0.01% 1040
2021
Q2 		$290K Hold
6,618
– – 0.01% 1043
2021
Q1 		$259K Hold
6,618
– – 0.01% 1072
2020
Q4 		$254K Sell
6,618
-6,102
-48% -$223K 0.01% 842
2020
Q3 		$420K Buy
12,720
+6,108
+92% +$208K 0.02% 598
2020
Q2 		$206K Buy
+6,612
New +$191K 0.01% 765

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

B. Riley Wealth Advisors's VOOG Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2025, closing a stake of 4,656 shares — an estimated $284K sold.

B. Riley Wealth Advisors first reported a position in VOOG in Q2 2020 and held it in 17 quarters. The position peaked at $1.16M in Q4 2022. 568 funds tracked by Wall St. Rank hold VOOG as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,656 Vanguard S&P 500 Growth ETF shares in Q1 2025, an estimated $284K.
  • B. Riley Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2020 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $1.16M in Q4 2022.
  • 568 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.