B. Riley Wealth Advisors, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1464811
MEMPHIS, TN
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,008,936
-$803,822 QoQ
Shares Held
11,488
-22.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,008,936 | 11,488 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,812,758 | 14,781 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,888,958 | 15,294 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,338,155 | 18,306 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $12,408,059 | 51,640 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $13,582,644 | 57,260 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $11,957,749 | 54,842 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $17,520,966 | 76,648 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $12,198,422 | 57,181 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $14,491,837 | 76,648 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $13,334,381 | 67,044 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $14,574,699 | 76,887 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $13,176,520 | 71,791 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $10,301,941 | 60,277 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $4,914,877 | 27,908 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $5,949,709 | 27,996 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $9,576,042 | 42,370 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $9,438,233 | 43,162 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $9,475,501 | 42,061 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $8,268,197 | 38,622 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $7,242,095 | 37,200 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $12,742,637 | 82,852 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $10,473,479 | 71,874 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $8,560,683 | 74,157 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||