B. Riley Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3.3M	Buy	17,472 +5,032	+40%	+$1.03M	0.34%	62
2022 Q1	$2.83M	Buy	12,440 +82	+0.7%	+$18.4K	0.22%	103
2021 Q4	$2.98M	Buy	12,358 +4,109	+50%	+$970K	0.21%	105
2021 Q3	$1.83M	Buy	+8,249	New	+$1.88M	0.14%	148
2020 Q3	–	Sell	-3,176	Closed	-$497K	–	535
2020 Q2	$497K	Sell	3,176 -26,005	-89%	-$3.83M	0.05%	229
2020 Q1	$3.76M	Buy	29,181 +1,629	+6%	+$252K	0.4%	70
2019 Q4	$4.51M	Buy	27,552 +984	+4%	+$154K	0.68%	37
2019 Q3	$4.01M	Buy	26,568 +392	+1%	+$59.1K	0.7%	31
2019 Q2	$3.93M	Buy	26,176 +1,598	+7%	+$235K	0.6%	35
2019 Q1	$3.56M	Buy	24,578 +622	+3%	+$86.8K	0.62%	38
2018 Q4	$3.06M	Buy	23,956 +19,118	+395%	+$2.64M	0.64%	37
2018 Q3	$724K	Buy	+4,838	New	+$712K	0.18%	116
2016 Q1	$379K	Sell	3,624 -840	-19%	-$83.3K	0.57%	60
2015 Q4	$465K	Buy	+4,464	New	+$470K	0.59%	51
2015 Q3	–	Sell	-1,062	Closed	-$113K	–	742
2015 Q2	$113K	Hold	1,062	–	–	0.09%	255
2015 Q1	$113K	Buy	1,062 +406	+62%	+$43.4K	0.09%	263
2014 Q4	$69K	Buy	656 +376	+134%	+$38.9K	0.06%	335
2014 Q3	$28K	Sell	280 -4,046	-94%	-$414K	0.02%	530
2014 Q2	$440K	Hold	4,326	–	–	0.28%	89
2014 Q1	$422K	Buy	+4,326	New	+$414K	0.31%	77

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

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

B. Riley Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 40% in Q2 2022, buying an estimated $1.03M and bringing the position to 17,472 shares worth $3.3M. The position accounts for 0.34% of the portfolio, ranked #62.

B. Riley Wealth Management first reported a position in VTI in Q1 2014 and has held it in 20 quarters since. The position peaked at $4.51M in Q4 2019. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

B. Riley Wealth Management held 17,472 shares of Vanguard Morningstar Total Stock Market ETF worth $3.3M as of Q2 2022.
B. Riley Wealth Management bought 5,032 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $1.03M.
Vanguard Morningstar Total Stock Market ETF made up 0.34% of B. Riley Wealth Management's portfolio in Q2 2022, its #62 holding.
B. Riley Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2014 and has held it in 20 quarters since.
B. Riley Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $4.51M in Q4 2019.
2,167 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

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