B. Riley Wealth Advisors 13F: Adds $19M to VUG Stake

The firm added 209,537 shares, raising its stake by 60.6%.

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 209,537 shares to its stake in Vanguard Morningstar Growth ETF ($VUG), a 60.62% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 555,179 shares worth $50.03 million at the end of the quarter.

Since the filing, $VUG is down 4.2% to date (from the $91.75 close on Oct 13, 2026).

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

VUG Vanguard Morningstar Growth ETF

$87.93 +8.86% year to date

Daily close · Oct 16, 2026

Key Points

B. Riley Wealth Advisors increased its position in VUG by 60.6%, adding 209,537 shares.
B. Riley Wealth Advisors held 555,179 $VUG shares at quarter end, up 60.62% from the prior quarter.
The total value of the firm's investment in VUG is now approximately $50.03 million.
No other institutional activity or analyst ratings were available for VUG at this time.

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

B. Riley Wealth Advisors has significantly increased its stake in VUG, according to its latest SEC filing. The firm boosted its holdings by 209,537 shares, marking a 60.6% increase. This brings its total to 555,179 shares, valued at about $50.03 million, as of the reporting period.

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' VUG Position

B. Riley Wealth Advisors' recent filing shows a substantial increase in its VUG holdings. The firm added 209,537 shares, growing its stake by 60.6% to a total of 555,179 shares. This move reflects a strong vote of confidence in VUG, with the investment now valued at approximately $50.03 million.

Vanguard Morningstar Growth ETF Stock Down 2.2%

As of the latest filing, no specific stock price or market cap details for VUG were available. Similarly, information on its P/E ratio, beta, or 52-week trading range was not provided. Investors often track such metrics to gauge the stock's performance and volatility.

About VUG

Unfortunately, specific details about VUG's operations, sector, or industry were not included in the provided data. VUG typically refers to a growth-focused fund, but without additional context, further description isn't possible.

Bottom Line

B. Riley Wealth Advisors' decision to significantly increase its stake in VUG underscores the firm's confidence in the growth potential of this investment. While the 13F filings provide a snapshot of past holdings, they don't necessarily reflect current positions. Investors often watch these filings to gauge institutional sentiment and potential future market moves.

More on this

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