B. Riley Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$4.02M	Buy	81,668 +8,948	+12%	+$483K	0.42%	53
2022 Q1	$4.32M	Sell	72,720 -964	-1%	-$56.6K	0.33%	76
2021 Q4	$4.69M	Buy	73,684 +13,944	+23%	+$874K	0.33%	74
2021 Q3	$3.54M	Buy	+59,740	New	+$3.61M	0.27%	85
2020 Q3	–	Sell	-18,596	Closed	-$762K	–	532
2020 Q2	$762K	Sell	18,596 -104,852	-85%	-$4.02M	0.08%	186
2020 Q1	$4.06M	Buy	123,448 +17,284	+16%	+$716K	0.43%	66
2019 Q4	$4.73M	Buy	106,164 +3,624	+4%	+$156K	0.71%	33
2019 Q3	$4.3M	Buy	102,540 +2,524	+3%	+$105K	0.75%	30
2019 Q2	$4.18M	Sell	100,016 -4,496	-4%	-$184K	0.64%	33
2019 Q1	$4.2M	Buy	104,512 +1,104	+1%	+$42.5K	0.73%	32
2018 Q4	$3.57M	Buy	103,408 +94,284	+1,033%	+$3.54M	0.75%	30
2018 Q3	$375K	Buy	+9,124	New	+$372K	0.09%	187
2015 Q3	–	Sell	-312	Closed	-$9K	–	735
2015 Q2	$9K	Hold	312	–	–	0.01%	768
2015 Q1	$10K	Buy	+312	New	+$9.81K	0.01%	758

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

B. Riley Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2022, buying an estimated $483K and bringing the position to 81,668 shares worth $4.02M. The position accounts for 0.42% of the portfolio, ranked #53.

B. Riley Wealth Management first reported a position in VO in Q1 2015 and has held it in 14 quarters since. The position peaked at $4.73M in Q4 2019. 1,518 funds tracked by Wall St. Rank hold VO as of Q2 2022.

B. Riley Wealth Management held 81,668 shares of Vanguard Morningstar Mid-Cap ETF worth $4.02M as of Q2 2022.
B. Riley Wealth Management bought 8,948 Vanguard Morningstar Mid-Cap ETF shares in Q2 2022, an estimated $483K.
Vanguard Morningstar Mid-Cap ETF made up 0.42% of B. Riley Wealth Management's portfolio in Q2 2022, its #53 holding.
B. Riley Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2015 and has held it in 14 quarters since.
B. Riley Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $4.73M in Q4 2019.
1,518 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2022.

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