Riverstone Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Riverstone Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,993	Closed	-$396K	–	51
2023 Q2	$396K	Buy	1,993 +138	+7%	+$26.1K	0.24%	37
2023 Q1	$352K	Hold	1,855	–	–	0.22%	39
2022 Q4	$340K	Hold	1,855	–	–	0.24%	36
2022 Q3	$317K	Hold	1,855	–	–	0.2%	37
2022 Q2	$327K	Buy	+1,855	New	+$358K	0.21%	39

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Riverstone Advisors's VB Position: Q3 2023 in Review

Riverstone Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2023, closing a stake of 1,993 shares — an estimated $396K sold.

Riverstone Advisors first reported a position in VB in Q2 2022 and held it in 5 quarters. The position peaked at $396K in Q2 2023. 1,669 funds tracked by Wall St. Rank hold VB as of Q3 2023.

Riverstone Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
Riverstone Advisors sold 1,993 Vanguard Morningstar Small-Cap ETF shares in Q3 2023, an estimated $396K.
Riverstone Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and held it in 5 quarters.
Riverstone Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $396K in Q2 2023.
1,669 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2023.

Based on Riverstone Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.