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Riverstone Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Riverstone Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,776
Closed -$761K – 61
2025
Q1 		$761K Buy
11,776
+760
+7% +$51K 0.46% 25
2024
Q4 		$728K Buy
11,016
+828
+8% +$56.2K 0.41% 24
2024
Q3 		$672K Hold
10,188
– – 0.39% 25
2024
Q2 		$617K Buy
10,188
+2,736
+37% +$166K 0.38% 26
2024
Q1 		$465K Buy
7,452
+1,492
+25% +$88.2K 0.28% 28
2023
Q4 		$347K Sell
5,960
-7,004
-54% -$374K 0.22% 33
2023
Q3 		$675K Buy
12,964
+532
+4% +$29.2K 0.47% 26
2023
Q2 		$684K Buy
12,432
+320
+3% +$16.8K 0.42% 29
2023
Q1 		$639K Buy
12,112
+1,820
+18% +$96.8K 0.41% 30
2022
Q4 		$524K Sell
10,292
-652
-6% -$33.2K 0.36% 28
2022
Q3 		$514K Buy
10,944
+128
+1% +$6.69K 0.33% 30
2022
Q2 		$533K Buy
10,816
+7,044
+187% +$381K 0.33% 30
2022
Q1 		$224K Sell
3,772
-1,240
-25% -$72.7K 0.12% 42
2021
Q4 		$319K Buy
5,012
+1,012
+25% +$63.4K 0.14% 37
2021
Q3 		$237K Sell
4,000
-164
-4% -$9.91K 0.11% 34
2021
Q2 		$247K Sell
4,164
-200
-5% -$11.6K 0.12% 34
2021
Q1 		$241K Buy
4,364
+288
+7% +$15.6K 0.13% 35
2020
Q4 		$211K Buy
+4,076
New +$197K 0.12% 35
2020
Q1 		– Sell
-5,332
Closed -$237K – 43
2019
Q4 		$237K Buy
5,332
+320
+6% +$13.7K 0.18% 39
2019
Q3 		$210K Buy
5,012
+164
+3% +$6.85K 0.16% 38
2019
Q2 		$203K Sell
4,848
-280
-5% -$11.5K 0.16% 39
2019
Q1 		$206K Buy
+5,128
New +$197K 0.17% 38

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Riverstone Advisors's VO Position: Q2 2025 in Review

Riverstone Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2025, closing a stake of 11,776 shares — an estimated $761K sold.

Riverstone Advisors first reported a position in VO in Q1 2019 and held it in 22 quarters. The position peaked at $761K in Q1 2025. 2,169 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Riverstone Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Riverstone Advisors sold 11,776 Vanguard Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $761K.
  • Riverstone Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and held it in 22 quarters.
  • Riverstone Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $761K in Q1 2025.
  • 2,169 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.

Based on Riverstone Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.