B. Riley Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

B. Riley Wealth Management’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$322K	Sell	2,446 -2,289	-48%	-$328K	0.03%	410
2022 Q1	$753K	Sell	4,735 -680	-13%	-$107K	0.06%	252
2021 Q4	$910K	Buy	5,415 +702	+15%	+$114K	0.06%	250
2021 Q3	$718K	Buy	+4,713	New	+$741K	0.06%	272
2020 Q3	–	Sell	-3,113	Closed	-$341K	–	489
2020 Q2	$341K	Buy	3,113 +38	+1%	+$3.93K	0.04%	275
2020 Q1	$280K	Buy	3,075 +135	+5%	+$14.4K	0.03%	369
2019 Q4	$328K	Sell	2,940 -20	-0.7%	-$2.13K	0.05%	274
2019 Q3	$305K	Sell	2,960 -50	-2%	-$5.11K	0.05%	267
2019 Q2	$305K	Buy	3,010 +507	+20%	+$50.5K	0.05%	279
2019 Q1	$245K	Buy	+2,503	New	+$235K	0.04%	310

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Management's MGC Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 48% in Q2 2022, selling an estimated $328K and leaving 2,446 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #410.

B. Riley Wealth Management first reported a position in MGC in Q1 2019 and has held it in 10 quarters since. The position peaked at $910K in Q4 2021. 292 funds tracked by Wall St. Rank hold MGC as of Q2 2022.

B. Riley Wealth Management held 2,446 shares of Vanguard Morningstar Mega Cap ETF worth $322K as of Q2 2022.
B. Riley Wealth Management sold 2,289 Vanguard Morningstar Mega Cap ETF shares in Q2 2022, an estimated $328K.
Vanguard Morningstar Mega Cap ETF made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #410 holding.
B. Riley Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2019 and has held it in 10 quarters since.
B. Riley Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $910K in Q4 2021.
292 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.