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Riverview Capital Advisers’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Riverview Capital Advisers’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
2026
Q2 		$482K Sell
1,590
-62
-4% -$17.8K 0.14% 61
2026
Q1 		$433K Sell
1,652
-50,182
-97% -$13.6M 0.14% 62
2025
Q4 		$13.4M Sell
51,834
-510
-1% -$131K 4.05% 5
2025
Q3 		$13.3M Sell
52,344
-845
-2% -$210K 3.85% 5
2025
Q2 		$12.6M Sell
53,189
-10,673
-17% -$2.38M 3.61% 6
2025
Q1 		$14.2M Sell
63,862
-33,082
-34% -$7.9M 4.45% 6
2024
Q4 		$23.3M Buy
96,944
+620
+0.6% +$153K 7.03% 2
2024
Q3 		$22.8M Buy
96,324
+403
+0.4% +$91.6K 7.04% 2
2024
Q2 		$20.9M Buy
95,921
+1,040
+1% +$228K 7.05% 2
2024
Q1 		$21.7M Buy
94,881
+899
+1% +$193K 7.47% 1
2023
Q4 		$20M Buy
93,982
+62,468
+198% +$12M 7.69% 2
2023
Q3 		$5.96M Buy
31,514
+4,050
+15% +$807K 2.64% 10
2023
Q2 		$5.46M Sell
27,464
-165
-0.6% -$31.2K 2.4% 13
2023
Q1 		$5.24M Buy
27,629
+1,064
+4% +$206K 2.25% 15
2022
Q4 		$4.88M Buy
26,565
+65
+0.2% +$12K 2.62% 12
2022
Q3 		$4.53M Buy
26,500
+607
+2% +$115K 2.84% 9
2022
Q2 		$4.56M Buy
25,893
+235
+0.9% +$45.4K 2.52% 11
2022
Q1 		$5.45M Buy
25,658
+4,555
+22% +$959K 2.51% 12
2021
Q4 		$4.77M Buy
+21,103
New +$4.8M 2.12% 13

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Riverview Capital Advisers's VB Position: Q2 2026 in Review

Riverview Capital Advisers reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.8% in Q2 2026, selling an estimated $17.8K and leaving 1,590 shares worth $482K. The position accounts for 0.14% of the portfolio, ranked #61.

Riverview Capital Advisers first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.3M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Riverview Capital Advisers held 1,590 shares of Vanguard Morningstar Small-Cap ETF worth $482K as of Q2 2026.
  • Riverview Capital Advisers sold 62 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $17.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Riverview Capital Advisers's portfolio in Q2 2026, its #61 holding.
  • Riverview Capital Advisers first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Riverview Capital Advisers's Vanguard Morningstar Small-Cap ETF position peaked at $23.3M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Riverview Capital Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.