BRWM
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B. Riley Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

B. Riley Wealth Management’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$851K Buy
23,454
+17,058
+267% +$679K 0.09% 206
2022
Q1 		$294K Sell
6,396
-3,612
-36% -$163K 0.02% 456
2021
Q4 		$503K Buy
+10,008
New +$485K 0.03% 352

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $1.31B AUM 62.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

B. Riley Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 267% in Q2 2022, buying an estimated $679K and bringing the position to 23,454 shares worth $851K. The position accounts for 0.09% of the portfolio, ranked #206.

B. Riley Wealth Management first reported a position in VOOG in Q4 2021 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold VOOG as of Q2 2022.

  • B. Riley Wealth Management held 23,454 shares of Vanguard S&P 500 Growth ETF worth $851K as of Q2 2022.
  • B. Riley Wealth Management bought 17,058 Vanguard S&P 500 Growth ETF shares in Q2 2022, an estimated $679K.
  • Vanguard S&P 500 Growth ETF made up 0.09% of B. Riley Wealth Management's portfolio in Q2 2022, its #206 holding.
  • B. Riley Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and has held it in 3 quarters since.
  • 312 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2022.

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