B. Riley Wealth Advisors 13F: Adds $2.7M to VOO Stake

B. Riley Wealth Advisors boosted its stake in the Vanguard S&P 500 ETF by 22.8%.

By EarningsIQ Research Desk · Published Oct 15, 2026, 9:41 PM EDT · Updated Oct 15, 2026, 9:44 PM EDT

Reviewed by automated data checks against the source filing. How we make and check alerts

B. Riley Wealth Advisors added 3,858 shares to its stake in Vanguard S&P 500 ETF ($VOO), a 22.76% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 20,809 shares worth $14.58 million at the end of the quarter.

Since the filing, $VOO is down 1.9% to date (from the $715.20 close on Oct 13, 2026).

Find the original: B. Riley Wealth Advisors 13F filings on SEC EDGAR

VOO Vanguard S&P 500 ETF

$701.61 +12.64% year to date

Daily close · Oct 16, 2026

Key Points

B. Riley Wealth Advisors increased its position in Vanguard S&P 500 ETF by 22.8% in its latest 13F filing.
The ETF has a P/E ratio of 25.1 and a 52-week range between $578.46 and $716.39.
This move brings B. Riley's total holdings to 20,809 shares, valued at $14.58 million.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Vanguard S&P 500 ETF alert may contain errors. Disclosures

B. Riley Wealth Advisors has boosted its stake in the Vanguard S&P 500 ETF (NYSEArca: VOO) by 22.8%, according to its latest 13F filing with the SEC. The firm added 3,858 shares, bringing its total holdings to 20,809 shares valued at approximately $14.58 million. This filing reflects holdings as of the reporting period and may not represent the investor's current position.

13F track record

B. Riley Wealth Advisors vs. the S&P 500

YTD return +6.64% hypothetical

All-time return +6.64% S&P 500 +4.87%

vs. S&P 500 +1.77% ahead of the index

Hypothetical returns from B. Riley Wealth Advisors's disclosed trades, not real profit or advice. How we model this.

What Changed in B. Riley Wealth Advisors' Vanguard S&P 500 ETF Position

B. Riley Wealth Advisors increased its holdings in the Vanguard S&P 500 ETF by 3,858 shares, a 22.8% increase from its previous count of 16,951 shares. The total value of these holdings is now about $14.58 million.

Vanguard S&P 500 ETF Stock Down 1.0%

The Vanguard S&P 500 ETF is designed to track the performance of the S&P 500 Index, a key benchmark of U.S. stock market performance. As of Friday, the ETF's P/E ratio stands at 25.1. It has a 52-week low of $578.46 and a high of $716.39. The 50-day moving average is $698.76, while the 200-day moving average is $659.08. The ETF's most recent closing price was $701.78.

About Vanguard S&P 500 ETF

The Vanguard S&P 500 ETF aims to replicate the performance of the S&P 500 Index by investing in the stocks that compose the index, maintaining the same proportion as their index weightings. The fund is not diversified and focuses on large U.S. companies. It offers investors exposure to a broad array of sectors within the U.S. economy.

Bottom Line

B. Riley Wealth Advisors' decision to increase its stake in the Vanguard S&P 500 ETF reflects confidence in the fund's performance. Investors often monitor such filings to gauge institutional sentiment and investment trends. It's important to remember that 13F filings are backward-looking and may not reflect current positions.

More on this

Source: B. Riley Wealth Advisors's 13F filing on $VOO (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: B. Riley Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts