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B. Riley Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

B. Riley Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.3M Sell
345,642
-654
-0.2% -$55K 1.57% 7
2026
Q1 		$24.2M Sell
346,296
-172,488
-33% -$13.4M 1.54% 7
2025
Q4 		$42.2M Sell
518,784
-9,480
-2% -$769K 1.95% 6
2025
Q3 		$42.2M Sell
528,264
-64,242
-11% -$4.91M 1.95% 6
2025
Q2 		$43.3M Sell
592,506
-241,512
-29% -$15.9M 2.03% 6
2025
Q1 		$51.5M Sell
834,018
-31,476
-4% -$2.12M 1.52% 6
2024
Q4 		$59.2M Sell
865,494
-336,264
-28% -$22.6M 1.94% 6
2024
Q3 		$76.5M Sell
1,201,758
-116,958
-9% -$7.25M 2.13% 5
2024
Q2 		$82.3M Sell
1,318,716
-773,328
-37% -$45.1M 2.1% 6
2024
Q1 		$94.9M Buy
2,092,044
+466,920
+29% +$25.7M 2.57% 3
2023
Q4 		$84.2M Sell
1,625,124
-466,920
-22% -$22.5M 2.27% 4
2023
Q3 		$94.9M Buy
2,092,044
+255,258
+14% +$12.1M 2.57% 3
2023
Q2 		$86.6M Sell
1,836,786
-191,358
-9% -$8.3M 1.94% 5
2023
Q1 		$84.3M Sell
2,028,144
-77,250
-4% -$3M 2.25% 4
2022
Q4 		$74.8M Buy
2,105,394
+76,140
+4% +$2.8M 2.1% 3
2022
Q3 		$72.4M Buy
2,029,254
+1,157,586
+133% +$46.5M 2.19% 4
2022
Q2 		$32.4M Buy
871,668
+6,000
+0.7% +$246K 1.36% 5
2022
Q1 		$41.5M Sell
865,668
-63,876
-7% -$3.02M 1.36% 6
2021
Q4 		$49.7M Sell
929,544
-1,350
-0.1% -$70.3K 1.43% 6
2021
Q3 		$44.9M Buy
930,894
+39,114
+4% +$1.95M 1.43% 5
2021
Q2 		$42M Buy
891,780
+20,730
+2% +$941K 1.37% 5
2021
Q1 		$37.2M Sell
871,050
-35,226
-4% -$1.51M 1.32% 5
2020
Q4 		$38.3M Sell
906,276
-218,676
-19% -$8.73M 2.05% 4
2020
Q3 		$41.6M Buy
1,124,952
+172,488
+18% +$6.37M 2.22% 3
2020
Q2 		$32.1M Buy
952,464
+111,006
+13% +$3.41M 2.14% 3
2020
Q1 		$22M Buy
841,458
+259,368
+45% +$7.77M 1.88% 5
2019
Q4 		$17.7M Buy
582,090
+33,726
+6% +$974K 1.5% 7
2019
Q3 		$15.2M Buy
548,364
+17,364
+3% +$482K 1.5% 7
2019
Q2 		$14.5M Buy
531,000
+33,228
+7% +$888K 1.58% 7
2019
Q1 		$13M Buy
497,772
+17,034
+4% +$420K 1.62% 7
2018
Q4 		$10.8M Buy
480,738
+4,332
+0.9% +$105K 1.53% 8
2018
Q3 		$12.8M Buy
476,406
+56,628
+13% +$1.48M 1.52% 6
2018
Q2 		$10.5M Buy
419,778
+32,448
+8% +$796K 1.39% 8
2018
Q1 		$9.16M Sell
387,330
-3,282
-0.8% -$80K 1.28% 9
2017
Q4 		$9.16M Buy
390,612
+86,382
+28% +$1.98M 1.24% 8
2017
Q3 		$6.73M Buy
304,230
+107,028
+54% +$2.33M 1.12% 12
2017
Q2 		$4.18M Buy
197,202
+8,298
+4% +$174K 0.76% 24
2017
Q1 		$3.83M Buy
188,904
+546
+0.3% +$10.8K 0.76% 28
2016
Q4 		$3.5M Sell
188,358
-7,326
-4% -$136K 0.71% 34
2016
Q3 		$3.66M Buy
195,684
+9,372
+5% +$174K 0.72% 22
2016
Q2 		$3.33M Buy
186,312
+12,408
+7% +$221K 0.67% 26
2016
Q1 		$3.08M Sell
173,904
-25,446
-13% -$427K 0.71% 26
2015
Q4 		$3.54M Buy
199,350
+136,008
+215% +$2.44M 0.72% 24
2015
Q3 		$1.06M Buy
63,342
+16,074
+34% +$285K 0.25% 102
2015
Q2 		$844K Sell
47,268
-8,232
-15% -$150K 0.21% 128
2015
Q1 		$967K Sell
55,500
-28,974
-34% -$514K 0.24% 113
2014
Q4 		$6.54M Buy
84,474
+36,846
+77% +$626K 0.14% 172
2014
Q3 		$791K Sell
47,628
-48,306
-50% -$804K 0.21% 131
2014
Q2 		$750K Buy
95,934
+45,444
+90% +$720K 0.18% 130
2014
Q1 		$787K Buy
50,490
+5,328
+12% +$82.7K 0.24% 104
2013
Q4 		$700K Sell
45,162
-276
-0.6% -$4.08K 0.22% 114
2013
Q3 		$641K Buy
45,438
+1,200
+3% +$16.5K 0.22% 110
2013
Q2 		$576K Buy
+44,238
New +$584K 0.2% 132

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

B. Riley Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.19% in Q2 2026, selling an estimated $55K and leaving 345,642 shares worth $29.3M. The position accounts for 1.57% of the portfolio, ranked #7.

B. Riley Wealth Advisors first reported a position in VUG in Q2 2013 and has held it in 53 quarters since. The position peaked at $94.9M in Q1 2024. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • B. Riley Wealth Advisors held 345,642 shares of Vanguard Morningstar Growth ETF worth $29.3M as of Q2 2026.
  • B. Riley Wealth Advisors sold 654 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $55K.
  • Vanguard Morningstar Growth ETF made up 1.57% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • B. Riley Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $94.9M in Q1 2024.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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