B. Riley Wealth Advisors 13F: Adds $5.2M to VTV Stake

B. Riley Wealth Advisors boosted its holdings in VTV by 25.8%, adding nearly 24,000 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 23,917 shares to its stake in Vanguard Morningstar Value ETF ($VTV), a 25.78% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 116,706 shares worth $25.22 million at the end of the quarter.

Since the filing, $VTV is up 1.2% to date (from the $220.67 close on Oct 13, 2026).

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

VTV Vanguard Morningstar Value ETF

$223.41 +17.63% year to date

Daily close · Oct 16, 2026

Key Points

B. Riley Wealth Advisors increased its stake in VTV by 25.8%, adding 23,917 shares.
The firm now holds 116,706 shares in VTV, valued at approximately $25.2 million.
This change was reported in the latest 13F filing, reflecting holdings as of the reporting period.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Vanguard Morningstar Value ETF alert may contain errors. Disclosures

B. Riley Wealth Advisors has increased its position in VTV, according to the latest 13F filing with the SEC. The firm boosted its stake by 25.8%, adding 23,917 shares to bring its total to 116,706 shares. This holding is valued at about $25.2 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' VTV Position

B. Riley Wealth Advisors lifted its holdings in VTV from 92,789 shares to 116,706 shares, a change of 23,917 shares. This represents a 25.8% increase in its stake, as reported in the recent filing.

Vanguard Morningstar Value ETF Stock Down 0.1%

The latest filing reflects the shares held as of the reporting period, though current prices aren't specified. VTV is often tracked by investors looking for insights into fund movements and market trends.

Bottom Line

B. Riley Wealth Advisors' decision to increase its stake in VTV by 25.8% indicates a growing interest in this fund. The 13F filing offers a backward-looking view of the firm's holdings, providing investors with valuable insights into institutional activity. While these filings are historical, they help track investment strategies and market interests.

More on this

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