B. Riley Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.17K	Buy	6,799 +4,308	+173%	+$809K	﹤0.01%	282
2022 Q1	$519K	Sell	2,491 -516	-17%	-$106K	0.04%	319
2021 Q4	$665K	Buy	3,007 +463	+18%	+$99.3K	0.05%	290
2021 Q3	$511K	Buy	+2,544	New	+$526K	0.04%	330
2020 Q2	–	Sell	-77,413	Closed	-$9.17M	–	562
2020 Q1	$9.17M	Buy	77,413 +5,317	+7%	+$747K	0.96%	20
2019 Q4	$10.7M	Sell	72,096 -1,225	-2%	-$173K	1.6%	11
2019 Q3	$10M	Buy	73,321 +194	+0.3%	+$26.3K	1.74%	10
2019 Q2	$9.85K	Sell	73,127 -518	-0.7%	-$68.5K	1.51%	12
2019 Q1	$9.56M	Buy	73,645 +487	+0.7%	+$60.9K	1.66%	11
2018 Q4	$8.4M	Buy	+73,158	New	+$9.06M	1.76%	10
2015 Q3	–	Sell	-1,691	Closed	-$160K	–	744
2015 Q2	$160K	Hold	1,691	–	–	0.13%	213
2015 Q1	$160K	Hold	1,691	–	–	0.12%	225
2014 Q4	$159K	Hold	1,691	–	–	0.13%	196
2014 Q3	$152K	Sell	1,691 -183	-10%	-$16.6K	0.11%	231
2014 Q2	$168K	Buy	1,874 +485	+35%	+$42.4K	0.11%	252
2014 Q1	$119K	Buy	+1,389	New	+$117K	0.09%	282

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

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

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

B. Riley Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 173% in Q2 2022, buying an estimated $809K and bringing the position to 6,799 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

B. Riley Wealth Management first reported a position in VV in Q1 2014 and has held it in 16 quarters since. The position peaked at $10.7M in Q4 2019. 847 funds tracked by Wall St. Rank hold VV as of Q2 2022.

B. Riley Wealth Management held 6,799 shares of Vanguard Large-Cap ETF worth $1.17K as of Q2 2022.
B. Riley Wealth Management bought 4,308 Vanguard Large-Cap ETF shares in Q2 2022, an estimated $809K.
Vanguard Large-Cap ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #282 holding.
B. Riley Wealth Management first reported a position in Vanguard Large-Cap ETF in Q1 2014 and has held it in 16 quarters since.
B. Riley Wealth Management's Vanguard Large-Cap ETF position peaked at $10.7M in Q4 2019.
847 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2022.

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