B. Riley Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3.77K	Buy	+1,544	New	+$283K	﹤0.01%	162
2022 Q1	–	Sell	-10,973	Closed	-$2.16M	–	707
2021 Q4	$2.16M	Buy	10,973 +92	+0.8%	+$17.3K	0.15%	139
2021 Q3	$1.89M	Buy	10,881 +32	+0.3%	+$5.82K	0.14%	145
2021 Q2	$1.96M	Buy	+10,849	New	+$2M	0.22%	104
2020 Q4	–	Sell	-6,130	Closed	-$825K	–	458
2020 Q3	$825K	Buy	+6,130	New	+$812K	0.1%	167
2020 Q2	–	Sell	-5,641	Closed	-$543K	–	554
2020 Q1	$543K	Buy	+5,641	New	+$669K	0.06%	257
2015 Q3	–	Sell	-128	Closed	-$13K	–	718
2015 Q2	$13K	Hold	128	–	–	0.01%	696
2015 Q1	$13K	Buy	128 +113	+753%	+$12.3K	0.01%	713
2014 Q4	$1K	Hold	15	–	–	﹤0.01%	990
2014 Q3	$1K	Hold	15	–	–	﹤0.01%	1044
2014 Q2	$1K	Hold	15	–	–	﹤0.01%	1087
2014 Q1	$2K	Buy	+15	New	+$1.54K	﹤0.01%	1017

Other funds holding VAW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

B. Riley Wealth Management opened a new position in Vanguard Materials ETF (VAW) in Q2 2022: 1,544 shares worth $3.77K. The stake represents ﹤0.01% of the portfolio and ranks #162 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in VAW as recently as Q4 2021.

B. Riley Wealth Management first reported a position in VAW in Q1 2014 and has held it in 12 quarters since. The position peaked at $2.16M in Q4 2021. 345 funds tracked by Wall St. Rank hold VAW as of Q2 2022.

B. Riley Wealth Management held 1,544 shares of Vanguard Materials ETF worth $3.77K as of Q2 2022.
Vanguard Materials ETF was a new B. Riley Wealth Management position in Q2 2022.
Vanguard Materials ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #162 holding.
B. Riley Wealth Management first reported a position in Vanguard Materials ETF in Q1 2014 and has held it in 12 quarters since.
B. Riley Wealth Management's Vanguard Materials ETF position peaked at $2.16M in Q4 2021.
345 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2022.

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