B. Riley Wealth Advisors 13F: Adds $4.3M to VTI Stake

B. Riley Wealth Advisors significantly increased its stake in VTI, adding 11,420 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 11,420 shares to its stake in Vanguard Morningstar Total Stock Market ETF ($VTI), a 44.70% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 36,967 shares worth $13.83 million at the end of the quarter.

Since the filing, $VTI is down 1.9% to date (from the $381.32 close on Oct 13, 2026).

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

VTI Vanguard Morningstar Total Stock Market ETF

$374.07 +12.18% year to date

Daily close · Oct 16, 2026

Key Points

B. Riley Wealth Advisors raised its VTI holdings by 44.7%, adding 11,420 shares for a total of 36,967 shares.
The value of B. Riley's VTI position now stands at approximately $13.8 million.
The latest 13F filing reflects holdings as of the reporting period and may not represent the current position.

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B. Riley Wealth Advisors has increased its stake in VTI by 44.7%, according to its latest 13F filing with the SEC. The firm added 11,420 shares, bringing its total holdings to 36,967 shares, valued at about $13.8 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' VTI Position

B. Riley Wealth Advisors significantly boosted its position in VTI. The firm now holds 36,967 shares, up from 25,547 shares, reflecting an increase of 11,420 shares. The total value of this position is approximately $13.8 million.

Bottom Line

B. Riley Wealth Advisors' decision to increase its stake in VTI by nearly 45% demonstrates its growing interest in the fund. Investors often track such moves to gauge market sentiment and institutional confidence. It's important to remember that 13F filings are backward-looking, reflecting holdings as of the reporting period and not necessarily the current position.

More on this

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