B. Riley Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.08K	Buy	7,073 +288	+4%	+$45.3K	﹤0.01%	288
2022 Q1	$1.1M	Buy	6,785 +576	+9%	+$87.1K	0.08%	201
2021 Q4	$971K	Buy	6,209 +209	+3%	+$30.8K	0.07%	236
2021 Q3	$835K	Buy	6,000 +413	+7%	+$60.3K	0.06%	251
2021 Q2	$775K	Buy	5,587 +1,006	+22%	+$144K	0.09%	186
2021 Q1	$644K	Sell	4,581 -37	-0.8%	-$5.04K	0.08%	194
2020 Q4	$634K	Buy	4,618 +543	+13%	+$74.9K	0.08%	181
2020 Q3	$526K	Buy	4,075 +1,507	+59%	+$195K	0.06%	220
2020 Q2	$318K	Buy	+2,568	New	+$325K	0.03%	290
2015 Q3	–	Sell	-122	Closed	-$10K	–	741
2015 Q2	$10K	Hold	122	–	–	0.01%	746
2015 Q1	$11K	Hold	122	–	–	0.01%	738
2014 Q4	$12K	Hold	122	–	–	0.01%	698
2014 Q3	$11K	Hold	122	–	–	0.01%	751
2014 Q2	$11K	Buy	122 +100	+455%	+$9.27K	0.01%	806
2014 Q1	$2K	Buy	+22	New	+$1.9K	﹤0.01%	1019

Other funds holding VPU

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

B. Riley Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 4.2% in Q2 2022, buying an estimated $45.3K and bringing the position to 7,073 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

B. Riley Wealth Management first reported a position in VPU in Q1 2014 and has held it in 15 quarters since. The position peaked at $1.1M in Q1 2022. 466 funds tracked by Wall St. Rank hold VPU as of Q2 2022.

B. Riley Wealth Management held 7,073 shares of Vanguard Utilities ETF worth $1.08K as of Q2 2022.
B. Riley Wealth Management bought 288 Vanguard Utilities ETF shares in Q2 2022, an estimated $45.3K.
Vanguard Utilities ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #288 holding.
B. Riley Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2014 and has held it in 15 quarters since.
B. Riley Wealth Management's Vanguard Utilities ETF position peaked at $1.1M in Q1 2022.
466 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2022.

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