SEC 13F Intelligence

B. Riley Wealth Advisors, Inc. / VUG

B. Riley Wealth Advisors, Inc.’s Vanguard Index Fds Position

Does B. Riley Wealth Advisors, Inc. own Vanguard Index Fds (VUG)? Yes — 57.7K shares worth $24M (+1.54% of its 13F portfolio) as of Q1 2026, down from 86.5K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
57.7K
% of Portfolio
+1.54%
Quarters Held
27
currently held

Position History VUG

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $13MQ2 ’19: $14MQ3 ’19: $15MQ4 ’19: $18MQ4 ’19Q1 ’20: $22MQ2 ’20: $32MQ3 ’20: $42MQ4 ’20: $38MQ4 ’20Q1 ’21: $37MQ2 ’21: $42MQ3 ’21: $45MQ4 ’21: $50MQ4 ’21Q1 ’22: $41MQ2 ’22: $32MQ3 ’22: $72MQ4 ’22: $75MQ4 ’22Q1 ’23: $84MQ2 ’23: $87MQ4 ’23: $95MQ1 ’24: $95MQ1 ’24Q2 ’24: $82MQ4 ’24: $59MQ2 ’25: $43MQ3 ’25: $42MQ3 ’25Q4 ’25: $42MQ1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202657.7K$24M+1.54%
Q4 202586.5K$42M+1.95%
Q3 202588.0K$42M+1.95%
Q2 202598.8K$43M+2.03%
Q4 2024144.2K$59M+1.94%
Q2 2024219.8K$82M+2.10%
Q1 2024348.7K$95M+2.57%
Q4 2023348.7K$95M+2.57%
Q2 2023306.1K$87M+1.94%
Q1 2023338.0K$84M+2.25%
Q4 2022351.2K$75M+1.88%
Q3 2022338.2K$72M+2.19%
Q2 2022145.3K$32M+1.36%
Q1 2022144.3K$41M+1.36%
Q4 2021154.9K$50M+1.43%
Q3 2021155.1K$45M+1.43%
Q2 2021148.6K$42M+1.37%
Q1 2021145.2K$37M+1.32%
Q4 2020151.0K$38M+2.05%
Q3 2020187.5K$42M+2.22%
Q2 2020158.7K$32M+2.14%
Q1 2020140.2K$22M+1.88%
Q4 201997.0K$18M+1.50%
Q3 201991.4K$15M+1.50%
Q2 201988.5K$14M+1.58%
Q1 201983.0K$13M+1.62%
Q4 201880.1K$11M+1.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See B. Riley Wealth Advisors, Inc.’s full portfolio or all institutional holders of VUG.