B. Riley Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,812	Closed	-$300K	–	818
2022 Q1	$300K	Sell	1,812 -504	-22%	-$82.9K	0.02%	449
2021 Q4	$424K	Buy	2,316 +197	+9%	+$37K	0.03%	388
2021 Q3	$386K	Buy	+2,119	New	+$395K	0.03%	390
2020 Q3	–	Sell	-1,830	Closed	-$217K	–	539
2020 Q2	$217K	Buy	+1,830	New	+$196K	0.02%	356
2020 Q1	–	Sell	-2,716	Closed	-$342K	–	573
2019 Q4	$342K	Sell	2,716 -425	-14%	-$51.3K	0.05%	266
2019 Q3	$365K	Sell	3,141 -495	-14%	-$58.3K	0.06%	250
2019 Q2	$431	Sell	3,636 -220	-6%	-$25.7K	0.07%	227
2019 Q1	$445K	Buy	3,856 +719	+23%	+$80.7K	0.08%	220
2018 Q4	$313K	Sell	3,137 -70	-2%	-$7.67K	0.07%	236
2018 Q3	$393K	Buy	+3,207	New	+$392K	0.1%	178

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q2 2022, closing a stake of 1,812 shares — an estimated $300K sold.

B. Riley Wealth Management first reported a position in VXF in Q3 2018 and held it in 10 quarters. The position peaked at $445K in Q1 2019. 623 funds tracked by Wall St. Rank hold VXF as of Q2 2022.

B. Riley Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Management sold 1,812 Vanguard Extended Market ETF shares in Q2 2022, an estimated $300K.
B. Riley Wealth Management first reported a position in Vanguard Extended Market ETF in Q3 2018 and held it in 10 quarters.
B. Riley Wealth Management's Vanguard Extended Market ETF position peaked at $445K in Q1 2019.
623 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2022.

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