BRWA
VOOV icon

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

B. Riley Wealth Advisors’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$343K Buy
1,567
+17
+1% +$3.67K 0.02% 577
2026
Q1 		$311K Sell
1,550
-59
-4% -$12.3K 0.02% 574
2025
Q4 		$330K Buy
1,609
+2
+0.1% +$405 0.02% 678
2025
Q3 		$321K Sell
1,607
-5
-0.3% -$971 0.01% 700
2025
Q2 		$304K Buy
+1,612
New +$290K 0.01% 710
2024
Q4 		– Sell
-5,790
Closed -$1.1M – 1295
2024
Q3 		$1.1M Buy
5,790
+577
+11% +$106K 0.03% 475
2024
Q2 		$922K Buy
5,213
+952
+22% +$168K 0.02% 567
2024
Q1 		$637K Sell
4,261
-240
-5% -$41.2K 0.02% 681
2023
Q4 		$756K Buy
4,501
+240
+6% +$37.3K 0.02% 625
2023
Q3 		$637K Buy
4,261
+402
+10% +$62.8K 0.02% 681
2023
Q2 		$603K Sell
3,859
-328
-8% -$48.8K 0.01% 773
2023
Q1 		$614K Sell
4,187
-2,846
-40% -$415K 0.02% 726
2022
Q4 		$985K Sell
7,033
-2,370
-25% -$327K 0.03% 541
2022
Q3 		$1.17M Buy
9,403
+757
+9% +$104K 0.04% 457
2022
Q2 		$1.15M Buy
8,646
+2,061
+31% +$294K 0.05% 379
2022
Q1 		$993K Buy
6,585
+2,685
+69% +$399K 0.03% 489
2021
Q4 		$591K Buy
+3,900
New +$574K 0.02% 728

Other funds holding VOOV

SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Vanguard S&P 500 Value ETF (VOOV) stake by 1.1% in Q2 2026, buying an estimated $3.67K and bringing the position to 1,567 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #577.

B. Riley Wealth Advisors first reported a position in VOOV in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.17M in Q3 2022. 98 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • B. Riley Wealth Advisors held 1,567 shares of Vanguard S&P 500 Value ETF worth $343K as of Q2 2026.
  • B. Riley Wealth Advisors bought 17 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $3.67K.
  • Vanguard S&P 500 Value ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #577 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2021 and has held it in 17 quarters since.
  • B. Riley Wealth Advisors's Vanguard S&P 500 Value ETF position peaked at $1.17M in Q3 2022.
  • 98 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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