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B. Riley Wealth Advisors, Inc.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on VUG, newest first. How the timeline and the estimate are built.

B. Riley Wealth Advisors, Inc. held 555,179 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 555,179 shares
    Change vs previous 13F +209,537 shares

    1.98% of the 13F portfolio, value $50,027,208.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 345,642 shares
    Change vs previous 13F +287,926 shares

    1.6% of the 13F portfolio, value $29,327,762.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 57,716 shares
    Change vs previous 13F -28,748 shares

    1.57% of the 13F portfolio, value $24,241,109.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 86,464 shares
    Change vs previous 13F -1,580 shares

    1.99% of the 13F portfolio, value $42,182,318.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 88,044 shares
    Change vs previous 13F -10,707 shares

    2.03% of the 13F portfolio, value $42,226,727.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 98,751 shares
    Change vs previous 13F -40,252 shares

    2.1% of the 13F portfolio, value $43,292,557.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 139,003 shares
    Change vs previous 13F -5,246 shares

    1.57% of the 13F portfolio, value $51,545,028.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 144,249 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $59,205,405.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).