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B. Riley Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

B. Riley Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$5.38M Buy
30,533
+4,011
+15% +$775K 0.56% 38
2022
Q1 		$5.64M Buy
26,522
+2,568
+11% +$541K 0.43% 57
2021
Q4 		$5.41M Buy
23,954
+2,141
+10% +$487K 0.37% 61
2021
Q3 		$4.77M Buy
+21,813
New +$4.85M 0.37% 69
2020
Q3 		– Sell
-19,430
Closed -$2.83M – 524
2020
Q2 		$2.83M Sell
19,430
-2,226
-10% -$299K 0.31% 80
2020
Q1 		$2.5M Sell
21,656
-2,858
-12% -$429K 0.26% 93
2019
Q4 		$4.06M Sell
24,514
-388
-2% -$61.8K 0.61% 41
2019
Q3 		$3.83M Buy
24,902
+919
+4% +$142K 0.67% 32
2019
Q2 		$3.76M Buy
23,983
+1,326
+6% +$205K 0.58% 38
2019
Q1 		$3.46M Buy
22,657
+1,080
+5% +$161K 0.6% 39
2018
Q4 		$2.85M Buy
21,577
+2,409
+13% +$351K 0.6% 39
2018
Q3 		$3.12M Buy
+19,168
New +$3.1M 0.77% 27
2015
Q3 		– Sell
-995
Closed -$120K – 719
2015
Q2 		$120K Buy
995
+8
+0.8% +$983 0.1% 241
2015
Q1 		$120K Buy
987
+149
+18% +$17.7K 0.09% 255
2014
Q4 		$97K Hold
838
– – 0.08% 277
2014
Q3 		$92K Hold
838
– – 0.07% 311
2014
Q2 		$98K Buy
838
+89
+12% +$9.96K 0.06% 352
2014
Q1 		$85K Buy
+749
New +$83K 0.06% 342

Other funds holding VB

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

B. Riley Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 15% in Q2 2022, buying an estimated $775K and bringing the position to 30,533 shares worth $5.38M. The position accounts for 0.56% of the portfolio, ranked #38.

B. Riley Wealth Management first reported a position in VB in Q1 2014 and has held it in 18 quarters since. The position peaked at $5.64M in Q1 2022. 1,550 funds tracked by Wall St. Rank hold VB as of Q2 2022.

  • B. Riley Wealth Management held 30,533 shares of Vanguard Morningstar Small-Cap ETF worth $5.38M as of Q2 2022.
  • B. Riley Wealth Management bought 4,011 Vanguard Morningstar Small-Cap ETF shares in Q2 2022, an estimated $775K.
  • Vanguard Morningstar Small-Cap ETF made up 0.56% of B. Riley Wealth Management's portfolio in Q2 2022, its #38 holding.
  • B. Riley Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2014 and has held it in 18 quarters since.
  • B. Riley Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $5.64M in Q1 2022.
  • 1,550 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2022.

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