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B. Riley Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

B. Riley Wealth Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.86M Buy
5,458
+147
+3% +$49K 0.1% 193
2026
Q1 		$1.54M Sell
5,311
-784
-13% -$245K 0.1% 200
2025
Q4 		$1.92M Buy
6,095
+253
+4% +$79K 0.09% 212
2025
Q3 		$1.8M Sell
5,842
-193
-3% -$57.1K 0.08% 224
2025
Q2 		$1.72M Buy
+6,035
New +$1.59M 0.08% 240
2024
Q4 		$1.69M Sell
6,251
-3,792
-38% -$1.03M 0.06% 313
2024
Q3 		$2.63M Buy
10,043
+763
+8% +$194K 0.07% 260
2024
Q2 		$2.32M Sell
9,280
-1,519
-14% -$365K 0.06% 307
2024
Q1 		$2.11M Buy
10,799
+1,812
+20% +$415K 0.06% 338
2023
Q4 		$1.96M Sell
8,987
-1,812
-17% -$370K 0.05% 364
2023
Q3 		$2.11M Sell
10,799
-371
-3% -$75.6K 0.06% 338
2023
Q2 		$2.26M Buy
11,170
+584
+6% +$112K 0.05% 340
2023
Q1 		$1.98M Buy
10,586
+226
+2% +$41.1K 0.05% 348
2022
Q4 		$1.8M Buy
10,360
+1,503
+17% +$264K 0.05% 365
2022
Q3 		$1.45M Buy
8,857
+5,078
+134% +$923K 0.04% 388
2022
Q2 		$652K Sell
3,779
-1,254
-25% -$235K 0.03% 563
2022
Q1 		$1.05M Sell
5,033
-2,104
-29% -$432K 0.03% 472
2021
Q4 		$1.58M Sell
7,137
-123
-2% -$26.4K 0.05% 406
2021
Q3 		$1.46M Sell
7,260
-38
-0.5% -$7.85K 0.05% 413
2021
Q2 		$1.47M Buy
7,298
+1,285
+21% +$251K 0.05% 408
2021
Q1 		$1.11M Buy
6,013
+1,674
+39% +$303K 0.04% 448
2020
Q4 		$763K Buy
4,339
+259
+6% +$43K 0.04% 400
2020
Q3 		$639K Buy
4,080
+412
+11% +$63.5K 0.03% 448
2020
Q2 		$525K Sell
3,668
-6
-0.2% -$811 0.04% 446
2020
Q1 		$436K Sell
3,674
-207
-5% -$29.1K 0.04% 430
2019
Q4 		$574K Buy
3,881
+837
+27% +$118K 0.05% 391
2019
Q3 		$415K Sell
3,044
-898
-23% -$122K 0.04% 465
2019
Q2 		$532K Buy
3,942
+30
+0.8% +$3.97K 0.06% 358
2019
Q1 		$508K Buy
3,912
+209
+6% +$26.1K 0.06% 341
2018
Q4 		$426K Sell
3,703
-52
-1% -$6.44K 0.06% 342
2018
Q3 		$502K Buy
3,755
+232
+7% +$30.4K 0.06% 349
2018
Q2 		$440K Buy
3,523
+223
+7% +$27.7K 0.06% 361
2018
Q1 		$400K Buy
3,300
+331
+11% +$41.6K 0.06% 369
2017
Q4 		$364K Buy
2,969
+840
+39% +$100K 0.05% 385
2017
Q3 		$246K Buy
+2,129
New +$241K 0.04% 433
2015
Q1 		– Sell
-1,687
Closed -$159 – 1965
2014
Q4 		$159 Buy
+1,687
New +$156K ﹤0.01% 1491
2014
Q3 		– Sell
-1,687
Closed -$152K – 1874
2014
Q2 		$152K Hold
1,687
– – 0.04% 553
2014
Q1 		$145K Hold
1,687
– – 0.04% 501
2013
Q4 		$143K Hold
1,687
– – 0.05% 455
2013
Q3 		$130K Buy
+1,687
New +$130K 0.04% 472

Other funds holding VV

MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Vanguard Large-Cap ETF (VV) stake by 2.8% in Q2 2026, buying an estimated $49K and bringing the position to 5,458 shares worth $1.86M. The position accounts for 0.1% of the portfolio, ranked #193.

B. Riley Wealth Advisors first reported a position in VV in Q3 2013 and has held it in 40 quarters since. The position peaked at $2.63M in Q3 2024. 287 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • B. Riley Wealth Advisors held 5,458 shares of Vanguard Large-Cap ETF worth $1.86M as of Q2 2026.
  • B. Riley Wealth Advisors bought 147 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $49K.
  • Vanguard Large-Cap ETF made up 0.1% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2013 and has held it in 40 quarters since.
  • B. Riley Wealth Advisors's Vanguard Large-Cap ETF position peaked at $2.63M in Q3 2024.
  • 287 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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