B. Riley Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$482	Buy	8,562 +4,477	+110%	+$277K	﹤0.01%	419
2022 Q1	$292K	Hold	4,085	–	–	0.02%	459
2021 Q4	$321K	Sell	4,085 -179	-4%	-$13.6K	0.02%	456
2021 Q3	$300K	Hold	4,264	–	–	0.02%	461
2021 Q2	$298K	Sell	4,264 -1,296	-23%	-$85.9K	0.03%	318
2021 Q1	$348K	Hold	5,560	–	–	0.04%	277
2020 Q4	$344K	Hold	5,560	–	–	0.04%	253
2020 Q3	$310K	Sell	5,560 -64	-1%	-$3.47K	0.04%	294
2020 Q2	$277K	Buy	5,624 +220	+4%	+$9.97K	0.03%	318
2020 Q1	$209K	Buy	+5,404	New	+$239K	0.02%	428

Other funds holding VONG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

B. Riley Wealth Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 110% in Q2 2022, buying an estimated $277K and bringing the position to 8,562 shares worth $482. The position accounts for ﹤0.01% of the portfolio, ranked #419.

B. Riley Wealth Management first reported a position in VONG in Q1 2020 and has held it in 10 quarters since. The position peaked at $348K in Q1 2021. 338 funds tracked by Wall St. Rank hold VONG as of Q2 2022.

B. Riley Wealth Management held 8,562 shares of Vanguard Russell 1000 Growth ETF worth $482 as of Q2 2022.
B. Riley Wealth Management bought 4,477 Vanguard Russell 1000 Growth ETF shares in Q2 2022, an estimated $277K.
Vanguard Russell 1000 Growth ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #419 holding.
B. Riley Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2020 and has held it in 10 quarters since.
B. Riley Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $348K in Q1 2021.
338 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2022.

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