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B. Riley Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

B. Riley Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.38M Buy
25,547
+896
+4% +$320K 0.5% 38
2026
Q1 		$7.68M Sell
24,651
-3,783
-13% -$1.27M 0.49% 39
2025
Q4 		$9.53M Sell
28,434
-877
-3% -$292K 0.44% 40
2025
Q3 		$9.62M Buy
29,311
+4,024
+16% +$1.27M 0.44% 36
2025
Q2 		$7.69M Buy
+25,287
New +$7.11M 0.36% 49
2024
Q4 		$11.8M Sell
40,813
-1,572
-4% -$459K 0.39% 47
2024
Q3 		$11.9M Sell
42,385
-5,198
-11% -$1.42M 0.33% 61
2024
Q2 		$12.8M Sell
47,583
-3,246
-6% -$840K 0.33% 56
2024
Q1 		$10.8M Buy
50,829
+8,129
+19% +$2.01M 0.29% 73
2023
Q4 		$10.1M Sell
42,700
-8,129
-16% -$1.8M 0.27% 70
2023
Q3 		$10.8M Sell
50,829
-5,584
-10% -$1.24M 0.29% 73
2023
Q2 		$12.4M Sell
56,413
-1,872
-3% -$390K 0.28% 74
2023
Q1 		$11.9M Sell
58,285
-4,085
-7% -$818K 0.32% 67
2022
Q4 		$11.9M Sell
62,370
-3,079
-5% -$593K 0.33% 67
2022
Q3 		$11.7M Buy
65,449
+18,102
+38% +$3.61M 0.35% 60
2022
Q2 		$8.93M Sell
47,347
-8,810
-16% -$1.81M 0.38% 57
2022
Q1 		$12.8M Buy
56,157
+675
+1% +$152K 0.42% 47
2021
Q4 		$13.4M Buy
55,482
+13,373
+32% +$3.16M 0.39% 50
2021
Q3 		$9.35M Buy
42,109
+2,304
+6% +$525K 0.3% 71
2021
Q2 		$8.87M Buy
39,805
+756
+2% +$164K 0.29% 71
2021
Q1 		$8.07M Buy
39,049
+9,178
+31% +$1.86M 0.29% 74
2020
Q4 		$5.82M Buy
29,871
+1,680
+6% +$307K 0.31% 75
2020
Q3 		$4.79M Sell
28,191
-285
-1% -$47.9K 0.26% 95
2020
Q2 		$4.46M Sell
28,476
-6,949
-20% -$1.02M 0.3% 83
2020
Q1 		$4.57M Buy
35,425
+5,924
+20% +$916K 0.39% 58
2019
Q4 		$4.83M Buy
29,501
+2,174
+8% +$341K 0.41% 54
2019
Q3 		$4.13M Buy
27,327
+1,130
+4% +$170K 0.41% 49
2019
Q2 		$3.93M Sell
26,197
-1,983
-7% -$292K 0.43% 51
2019
Q1 		$4.08M Buy
28,180
+586
+2% +$81.8K 0.51% 40
2018
Q4 		$3.52M Sell
27,594
-1,016
-4% -$140K 0.5% 42
2018
Q3 		$4.28M Buy
28,610
+1,277
+5% +$188K 0.51% 41
2018
Q2 		$3.84M Sell
27,333
-2,538
-8% -$354K 0.51% 43
2018
Q1 		$4.05M Buy
29,871
+1,384
+5% +$194K 0.57% 35
2017
Q4 		$3.91M Buy
28,487
+3,074
+12% +$411K 0.53% 43
2017
Q3 		$3.29M Buy
25,413
+856
+3% +$108K 0.55% 39
2017
Q2 		$3.06M Buy
24,557
+2,158
+10% +$266K 0.55% 43
2017
Q1 		$2.72M Buy
22,399
+3,269
+17% +$392K 0.54% 45
2016
Q4 		$2.21M Sell
19,130
-5,410
-22% -$609K 0.45% 52
2016
Q3 		$2.73M Buy
24,540
+2,417
+11% +$268K 0.54% 35
2016
Q2 		$2.37M Sell
22,123
-4,822
-18% -$511K 0.47% 47
2016
Q1 		$2.44M Buy
26,945
+296
+1% +$29.4K 0.57% 41
2015
Q4 		$2.78M Buy
26,649
+13,422
+101% +$1.41M 0.56% 36
2015
Q3 		$1.31M Buy
13,227
+11,338
+600% +$1.19M 0.31% 79
2015
Q2 		$203K Sell
1,889
-4,190
-69% -$457K 0.05% 459
2015
Q1 		$652K Sell
6,079
-1,362
-18% -$145K 0.16% 163
2014
Q4 		$3.14K Buy
7,441
+2,495
+50% +$258K 0.07% 375
2014
Q3 		$501K Sell
4,946
-1,987
-29% -$203K 0.13% 207
2014
Q2 		$184K Buy
6,933
+1,816
+35% +$179K 0.04% 478
2014
Q1 		$499K Buy
5,117
+1,392
+37% +$133K 0.15% 152
2013
Q4 		$357K Buy
3,725
+15
+0.4% +$1.38K 0.11% 200
2013
Q3 		$325K Buy
+3,710
New +$322K 0.11% 207

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 3.6% in Q2 2026, buying an estimated $320K and bringing the position to 25,547 shares worth $9.38M. The position accounts for 0.5% of the portfolio, ranked #38.

B. Riley Wealth Advisors first reported a position in VTI in Q3 2013 and has held it in 51 quarters since. The position peaked at $13.4M in Q4 2021. 1,477 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • B. Riley Wealth Advisors held 25,547 shares of Vanguard Total Stock Market ETF worth $9.38M as of Q2 2026.
  • B. Riley Wealth Advisors bought 896 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $320K.
  • Vanguard Total Stock Market ETF made up 0.5% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $13.4M in Q4 2021.
  • 1,477 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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