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B. Riley Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

B. Riley Wealth Advisors’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Buy
+1,666
New +$189K 0.01% 773
2026
Q1 		– Sell
-3,902
Closed -$388K – 1121
2025
Q4 		$388K Buy
3,902
+112
+3% +$11.1K 0.02% 618
2025
Q3 		$371K Sell
3,790
-553
-13% -$51.3K 0.02% 635
2025
Q2 		$379K Buy
+4,343
New +$353K 0.02% 627
2024
Q4 		$850K Sell
9,517
-3,775
-28% -$348K 0.03% 508
2024
Q3 		$1.17M Sell
13,292
-5,572
-30% -$482K 0.03% 451
2024
Q2 		$1.55M Sell
18,864
-1,678
-8% -$137K 0.04% 411
2024
Q1 		$1.47M Sell
20,542
-9,028
-31% -$728K 0.04% 423
2023
Q4 		$2.4M Buy
29,570
+9,028
+44% +$654K 0.06% 314
2023
Q3 		$1.47M Buy
20,542
+7,328
+55% +$556K 0.04% 423
2023
Q2 		$999K Sell
13,214
-4,424
-25% -$319K 0.02% 567
2023
Q1 		$1.27M Buy
17,638
+8,850
+101% +$658K 0.03% 470
2022
Q4 		$618K Sell
8,788
-229
-3% -$16.5K 0.02% 708
2022
Q3 		$602K Buy
9,017
+5,153
+133% +$379K 0.02% 676
2022
Q2 		$265K Buy
3,864
+243
+7% +$18.1K 0.01% 932
2022
Q1 		$301K Buy
3,621
+408
+13% +$33.6K 0.01% 1009
2021
Q4 		$290K Buy
3,213
+311
+11% +$28.4K 0.01% 1095
2021
Q3 		$258K Buy
2,902
+649
+29% +$58.1K 0.01% 1120
2021
Q2 		$209K Sell
2,253
-27
-1% -$2.45K 0.01% 1200
2021
Q1 		$204K Buy
+2,280
New +$201K 0.01% 1189

Other funds holding VTWO

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

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

B. Riley Wealth Advisors opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 1,666 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in VTWO as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in VTWO in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.4M in Q4 2023. 325 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • B. Riley Wealth Advisors held 1,666 shares of Vanguard Russell 2000 ETF worth $201K as of Q2 2026.
  • Vanguard Russell 2000 ETF was a new B. Riley Wealth Advisors position in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #773 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 20 quarters since.
  • B. Riley Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $2.4M in Q4 2023.
  • 325 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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