B. Riley Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$623	Buy	13,035 +337	+3%	+$16.2K	﹤0.01%	372
2022 Q1	$636K	Buy	12,698 +4,227	+50%	+$217K	0.05%	290
2021 Q4	$448K	Buy	8,471 +57	+0.7%	+$3.02K	0.03%	380
2021 Q3	$448K	Buy	8,414 +4,143	+97%	+$221K	0.03%	365
2021 Q2	$228K	Sell	4,271 -284	-6%	-$15.2K	0.03%	359
2021 Q1	$243K	Buy	+4,555	New	+$245K	0.03%	326

Other funds holding VMBS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

B. Riley Wealth Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.7% in Q2 2022, buying an estimated $16.2K and bringing the position to 13,035 shares worth $623. The position accounts for ﹤0.01% of the portfolio, ranked #372.

B. Riley Wealth Management first reported a position in VMBS in Q1 2021 and has held it in 6 quarters since. The position peaked at $636K in Q1 2022. 524 funds tracked by Wall St. Rank hold VMBS as of Q2 2022.

B. Riley Wealth Management held 13,035 shares of Vanguard Mortgage-Backed Securities ETF worth $623 as of Q2 2022.
B. Riley Wealth Management bought 337 Vanguard Mortgage-Backed Securities ETF shares in Q2 2022, an estimated $16.2K.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #372 holding.
B. Riley Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2021 and has held it in 6 quarters since.
B. Riley Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $636K in Q1 2022.
524 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2022.

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