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B. Riley Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

B. Riley Wealth Management’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$565K Buy
7,066
+1,183
+20% +$96.6K 0.06% 275
2022
Q1 		$506K Buy
5,883
+252
+4% +$22.4K 0.04% 328
2021
Q4 		$522K Buy
5,631
+763
+16% +$71.4K 0.04% 340
2021
Q3 		$460K Buy
4,868
+1,035
+27% +$98.8K 0.04% 355
2021
Q2 		$364K Sell
3,833
-4,693
-55% -$442K 0.04% 282
2021
Q1 		$793K Buy
8,526
+1,641
+24% +$156K 0.09% 179
2020
Q4 		$669K Buy
6,885
+783
+13% +$75.4K 0.09% 175
2020
Q3 		$585K Buy
6,102
+2,866
+89% +$276K 0.07% 205
2020
Q2 		$308K Sell
3,236
-39,243
-92% -$3.61M 0.03% 293
2020
Q1 		$3.7M Sell
42,479
-90
-0.2% -$8.19K 0.39% 73
2019
Q4 		$3.89M Buy
42,569
+703
+2% +$64.1K 0.58% 44
2019
Q3 		$3.82M Sell
41,866
-584
-1% -$52.9K 0.67% 34
2019
Q2 		$3.81M Sell
42,450
-1,425
-3% -$125K 0.59% 36
2019
Q1 		$3.81M Buy
43,875
+836
+2% +$70.9K 0.66% 35
2018
Q4 		$3.57M Buy
+43,039
New +$3.55M 0.75% 31
2015
Q3 		– Sell
-159
Closed -$13K – 721
2015
Q2 		$13K Hold
159
– – 0.01% 697
2015
Q1 		$13K Hold
159
– – 0.01% 714
2014
Q4 		$13K Hold
159
– – 0.01% 685
2014
Q3 		$13K Hold
159
– – 0.01% 718
2014
Q2 		$13K Hold
159
– – 0.01% 771
2014
Q1 		$14K Buy
+159
New +$13.4K 0.01% 704

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

B. Riley Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 20% in Q2 2022, buying an estimated $96.6K and bringing the position to 7,066 shares worth $565K. The position accounts for 0.06% of the portfolio, ranked #275.

B. Riley Wealth Management first reported a position in VCIT in Q1 2014 and has held it in 21 quarters since. The position peaked at $3.89M in Q4 2019. 864 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

  • B. Riley Wealth Management held 7,066 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $565K as of Q2 2022.
  • B. Riley Wealth Management bought 1,183 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $96.6K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.06% of B. Riley Wealth Management's portfolio in Q2 2022, its #275 holding.
  • B. Riley Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2014 and has held it in 21 quarters since.
  • B. Riley Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.89M in Q4 2019.
  • 864 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

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