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B. Riley Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

B. Riley Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$4.07K Buy
99,638
+88,504
+795% +$3.93M ﹤0.01% 156
2022
Q1 		$535K Sell
11,134
-669
-6% -$32.6K 0.04% 315
2021
Q4 		$603K Buy
11,803
+108
+0.9% +$5.54K 0.04% 306
2021
Q3 		$590K Buy
+11,695
New +$608K 0.05% 299
2020
Q3 		– Sell
-29,233
Closed -$1.13M – 527
2020
Q2 		$1.13M Sell
29,233
-15,317
-34% -$559K 0.12% 149
2020
Q1 		$1.49M Buy
44,550
+5,661
+15% +$227K 0.16% 131
2019
Q4 		$1.71M Sell
38,889
-4,540
-10% -$194K 0.26% 92
2019
Q3 		$1.78M Sell
43,429
-24,192
-36% -$988K 0.31% 77
2019
Q2 		$2.82K Sell
67,621
-14,649
-18% -$604K 0.43% 50
2019
Q1 		$3.36M Sell
82,270
-9,152
-10% -$366K 0.58% 41
2018
Q4 		$3.39M Buy
91,422
+33,987
+59% +$1.35M 0.71% 34
2018
Q3 		$2.48M Buy
+57,435
New +$2.48M 0.61% 36
2016
Q1 		$207K Sell
5,794
-1,511
-21% -$52.1K 0.31% 112
2015
Q4 		$268K Buy
7,305
+698
+11% +$26.2K 0.34% 107
2015
Q3 		$235K Buy
6,607
+668
+11% +$25.7K 0.33% 120
2015
Q2 		$235K Buy
5,939
+192
+3% +$7.94K 0.19% 156
2015
Q1 		$228K Buy
5,747
+2,467
+75% +$96.7K 0.17% 181
2014
Q4 		$124K Sell
3,280
-169
-5% -$6.54K 0.1% 232
2014
Q3 		$137K Sell
3,449
-1,625
-32% -$67.6K 0.1% 246
2014
Q2 		$216K Buy
5,074
+1,694
+50% +$71.4K 0.14% 198
2014
Q1 		$139K Buy
+3,380
New +$138K 0.1% 253

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

B. Riley Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 795% in Q2 2022, buying an estimated $3.93M and bringing the position to 99,638 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

B. Riley Wealth Management first reported a position in VEA in Q1 2014 and has held it in 21 quarters since. The position peaked at $3.39M in Q4 2018. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

  • B. Riley Wealth Management held 99,638 shares of Vanguard FTSE Developed Markets ETF worth $4.07K as of Q2 2022.
  • B. Riley Wealth Management bought 88,504 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $3.93M.
  • Vanguard FTSE Developed Markets ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #156 holding.
  • B. Riley Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2014 and has held it in 21 quarters since.
  • B. Riley Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $3.39M in Q4 2018.
  • 1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

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