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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$757K	Buy	4,318 +1,084	+34%	+$210K	0.08%	226
2022 Q1	$721K	Buy	3,234 +1,044	+48%	+$230K	0.06%	262
2021 Q4	$558K	Sell	2,190 -15	-0.7%	-$3.78K	0.04%	321
2021 Q3	$521K	Buy	+2,205	New	+$534K	0.04%	324
2015 Q3	–	Sell	-1,575	Closed	-$167K	–	738
2015 Q2	$167K	Hold	1,575	–	–	0.13%	207
2015 Q1	$170K	Buy	1,575 +1,477	+1,507%	+$154K	0.13%	219
2014 Q4	$9K	Hold	98	–	–	0.01%	762
2014 Q3	$9K	Hold	98	–	–	0.01%	805
2014 Q2	$9K	Hold	98	–	–	0.01%	855
2014 Q1	$9K	Buy	+98	New	+$8.96K	0.01%	796

Other funds holding VOT

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

B. Riley Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 34% in Q2 2022, buying an estimated $210K and bringing the position to 4,318 shares worth $757K. The position accounts for 0.08% of the portfolio, ranked #226.

B. Riley Wealth Management first reported a position in VOT in Q1 2014 and has held it in 10 quarters since. 682 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

B. Riley Wealth Management held 4,318 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $757K as of Q2 2022.
B. Riley Wealth Management bought 1,084 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $210K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of B. Riley Wealth Management's portfolio in Q2 2022, its #226 holding.
B. Riley Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2014 and has held it in 10 quarters since.
682 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2022.

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