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

The fund significantly raised its position in VGT, adding 99,568 shares.

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 99,568 shares to its stake in Vanguard Information Technology Index Fund ETF Shares ($VGT), a 390.52% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 125,064 shares worth $15.72 million at the end of the quarter.

Since the filing, $VGT is down 6.0% to date (from the $126.48 close on Oct 13, 2026).

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

VGT Vanguard Information Technology Index Fund ETF Shares

$118.83 +26.17% year to date

Daily close · Oct 16, 2026

Key Points

B. Riley Wealth Advisors increased its stake in VGT by 390.5%, adding 99,568 shares for a total of 125,064 shares.
The value of the fund's position in VGT is now approximately $15.72 million.
No other institutional activities, insider trades, or analyst ratings were reported for VGT at this time.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Vanguard Information Technology Index Fund ETF Shares alert may contain errors. Disclosures

B. Riley Wealth Advisors has significantly increased its investment in VGT, as revealed in its latest filing with the SEC. The firm boosted its holdings by 99,568 shares, marking a 390.5% increase, resulting in a total of 125,064 shares. The value of this position is now about $15.72 million.

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' VGT Position

B. Riley Wealth Advisors previously held 25,496 shares of VGT. With the addition of 99,568 shares, the fund's stake grew by an impressive 390.5%, bringing its total to 125,064 shares. The reported value of this position is approximately $15.72 million.

Vanguard Information Technology Index Fund ETF Shares Stock Down 2.8%

At the time of the report, specific stock metrics for VGT were not provided. However, investors often track such moves to gauge institutional confidence in the fund's underlying assets.

About VGT

VGT is an exchange-traded fund (ETF) that typically tracks the performance of a specific index or sector. ETFs like VGT are popular among investors seeking diversified exposure to a particular market segment. They are managed by financial institutions and offer a way to invest in a basket of securities with a single transaction.

Bottom Line

B. Riley Wealth Advisors' substantial increase in its VGT holdings suggests a strong belief in the fund's potential. Such filings provide a backward-looking view of institutional sentiment and are closely watched by investors for insights into fund managers' strategies.

More on this

Source: B. Riley Wealth Advisors's 13F filing on $VGT (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