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

B. Riley Wealth Advisors’s Portfolio VTWV Stock Details VTWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$216K	Buy	+1,170	New	+$228K	0.01%	898

Other funds holding VTWV

WFA

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

B. Riley Wealth Advisors's VTWV Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q3 2026: 1,170 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #898 among its holdings.

15 funds tracked by Wall St. Rank hold VTWV as of Q3 2026.

B. Riley Wealth Advisors held 1,170 shares of Vanguard Russell 2000 Value ETF worth $216K as of Q3 2026.
Vanguard Russell 2000 Value ETF was a new B. Riley Wealth Advisors position in Q3 2026.
Vanguard Russell 2000 Value ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #898 holding.
15 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.