BRWA
VOT icon

B. Riley Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

B. Riley Wealth Advisors’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33M Sell
4,385
-8
-0.2% -$2.31K 0.07% 246
2026
Q1 		$1.1M Sell
4,393
-4
-0.1% -$1.1K 0.07% 268
2025
Q4 		$1.23M Sell
4,397
-425
-9% -$122K 0.06% 307
2025
Q3 		$1.42M Buy
4,822
+2,750
+133% +$793K 0.07% 272
2025
Q2 		$589K Buy
+2,072
New +$534K 0.03% 475
2024
Q4 		$2.03M Sell
8,002
-47
-0.6% -$12.1K 0.07% 279
2024
Q3 		$1.96M Sell
8,049
-1,062
-12% -$247K 0.05% 319
2024
Q2 		$2.09M Sell
9,111
-7,136
-44% -$1.64M 0.05% 325
2024
Q1 		$3.16M Buy
16,247
+791
+5% +$177K 0.09% 229
2023
Q4 		$3.39M Sell
15,456
-791
-5% -$158K 0.09% 228
2023
Q3 		$3.16M Sell
16,247
-513
-3% -$105K 0.09% 229
2023
Q2 		$3.45M Buy
16,760
+1,985
+13% +$385K 0.08% 243
2023
Q1 		$2.88M Sell
14,775
-268
-2% -$51.3K 0.08% 259
2022
Q4 		$2.7M Buy
15,043
+1,824
+14% +$331K 0.08% 266
2022
Q3 		$2.25M Buy
13,219
+2,925
+28% +$554K 0.07% 283
2022
Q2 		$1.81M Sell
10,294
-712
-6% -$138K 0.08% 271
2022
Q1 		$2.45M Sell
11,006
-4,498
-29% -$993K 0.08% 254
2021
Q4 		$3.95M Sell
15,504
-1,773
-10% -$447K 0.11% 193
2021
Q3 		$4.08M Buy
17,277
+2,847
+20% +$689K 0.13% 171
2021
Q2 		$3.41M Buy
14,430
+994
+7% +$223K 0.11% 210
2021
Q1 		$2.88M Buy
13,436
+3,348
+33% +$726K 0.1% 223
2020
Q4 		$2.14M Sell
10,088
-7,362
-42% -$1.45M 0.11% 192
2020
Q3 		$3.03M Buy
17,450
+8,500
+95% +$1.5M 0.16% 143
2020
Q2 		$1.48M Buy
8,950
+1,134
+15% +$171K 0.1% 209
2020
Q1 		$991K Buy
7,816
+6,500
+494% +$987K 0.08% 238
2019
Q4 		$209K Sell
1,316
-274
-17% -$41.8K 0.02% 745
2019
Q3 		$236K Buy
+1,590
New +$238K 0.02% 682
2016
Q4 		– Sell
-1,908
Closed -$203K – 643
2016
Q3 		$203K Sell
1,908
-58
-3% -$6.14K 0.04% 535
2016
Q2 		$201K Buy
+1,966
New +$199K 0.04% 534
2015
Q4 		– Sell
-6,354
Closed -$618K – 622
2015
Q3 		$618K Buy
6,354
+955
+18% +$99.7K 0.15% 195
2015
Q2 		$576K Buy
5,399
+1,093
+25% +$118K 0.14% 186
2015
Q1 		$465K Buy
4,306
+2,518
+141% +$262K 0.11% 239
2014
Q4 		$182 Buy
+1,788
New +$177K ﹤0.01% 1423
2014
Q3 		– Sell
-381
Closed -$36.7K – 1863
2014
Q2 		$36.7K Buy
+381
New +$35.2K 0.01% 1161

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.18% in Q2 2026, selling an estimated $2.31K and leaving 4,385 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #246.

B. Riley Wealth Advisors first reported a position in VOT in Q2 2014 and has held it in 34 quarters since. The position peaked at $4.08M in Q3 2021. 228 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • B. Riley Wealth Advisors held 4,385 shares of Vanguard Mid-Cap Growth ETF worth $1.33M as of Q2 2026.
  • B. Riley Wealth Advisors sold 8 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.31K.
  • Vanguard Mid-Cap Growth ETF made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #246 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2014 and has held it in 34 quarters since.
  • B. Riley Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $4.08M in Q3 2021.
  • 228 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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