B. Riley Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$410K	Buy	5,999 +2,830	+89%	+$211K	0.04%	347
2022 Q1	$263K	Buy	3,169 +387	+14%	+$31.8K	0.02%	486
2021 Q4	$250K	Buy	2,782 +251	+10%	+$22.9K	0.02%	523
2021 Q3	$224K	Buy	2,531 +257	+11%	+$23K	0.02%	532
2021 Q2	$211K	Buy	+2,274	New	+$206K	0.02%	375
2020 Q4	–	Sell	-4,176	Closed	-$253K	–	461
2020 Q3	$253K	Buy	+4,176	New	+$253K	0.03%	323
2016 Q1	$458K	Buy	10,342 +1,270	+14%	+$52.6K	0.68%	50
2015 Q4	$409K	Buy	+9,072	New	+$419K	0.52%	64
2015 Q1	–	Sell	-9,222	Closed	-$440K	–	1103
2014 Q4	$440K	Buy	+9,222	New	+$424K	0.36%	60

Other funds holding VTWO

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

B. Riley Wealth Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 89% in Q2 2022, buying an estimated $211K and bringing the position to 5,999 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #347.

B. Riley Wealth Management first reported a position in VTWO in Q4 2014 and has held it in 9 quarters since. The position peaked at $458K in Q1 2016. 380 funds tracked by Wall St. Rank hold VTWO as of Q2 2022.

B. Riley Wealth Management held 5,999 shares of Vanguard Russell 2000 ETF worth $410K as of Q2 2022.
B. Riley Wealth Management bought 2,830 Vanguard Russell 2000 ETF shares in Q2 2022, an estimated $211K.
Vanguard Russell 2000 ETF made up 0.04% of B. Riley Wealth Management's portfolio in Q2 2022, its #347 holding.
B. Riley Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2014 and has held it in 9 quarters since.
B. Riley Wealth Management's Vanguard Russell 2000 ETF position peaked at $458K in Q1 2016.
380 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2022.

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