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

B. Riley Wealth Management’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,488
Closed -$218K – 711
2021
Q4 		$218K Buy
1,488
+28
+2% +$4.09K 0.02% 558
2021
Q3 		$205K Sell
1,460
-1,251
-46% -$176K 0.02% 562
2021
Q2 		$485K Buy
2,711
+1,017
+60% +$147K 0.05% 237
2021
Q1 		$237K Buy
+1,694
New +$224K 0.03% 333

Other funds holding VTWV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

B. Riley Wealth Management's VTWV Position: Q1 2022 in Review

B. Riley Wealth Management sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q1 2022, closing a stake of 1,488 shares — an estimated $218K sold.

B. Riley Wealth Management first reported a position in VTWV in Q1 2021 and held it in 4 quarters. The position peaked at $485K in Q2 2021. 128 funds tracked by Wall St. Rank hold VTWV as of Q1 2022.

  • B. Riley Wealth Management reported no remaining Vanguard Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,488 Vanguard Russell 2000 Value ETF shares in Q1 2022, an estimated $218K.
  • B. Riley Wealth Management first reported a position in Vanguard Russell 2000 Value ETF in Q1 2021 and held it in 4 quarters.
  • B. Riley Wealth Management's Vanguard Russell 2000 Value ETF position peaked at $485K in Q2 2021.
  • 128 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.