Riverview Capital Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Riverview Capital Advisers’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
2026 Q2	$18.5M	Buy	229,186 +1,070	+0.5%	+$83K	5.29%	5
2026 Q1	$16.4M	Buy	228,116 +9,572	+4%	+$711K	5.47%	4
2025 Q4	$15.9M	Buy	218,544 +1,292	+0.6%	+$94K	4.8%	4
2025 Q3	$16M	Sell	217,252 -33,780	-13%	-$2.43M	4.61%	4
2025 Q2	$17.6M	Sell	251,032 -3,488	-1%	-$229K	5.03%	5
2025 Q1	$16.5M	Buy	254,520 +12,780	+5%	+$858K	5.17%	5
2024 Q4	$16M	Buy	241,740 +588	+0.2%	+$39.9K	4.82%	6
2024 Q3	$15.9M	Sell	241,152 -608	-0.3%	-$38.2K	4.9%	6
2024 Q2	$14.6M	Buy	241,760 +9,168	+4%	+$557K	4.93%	6
2024 Q1	$14.5M	Buy	232,592 +3,528	+2%	+$208K	5%	6
2023 Q4	$13.3M	Buy	229,064 +26,448	+13%	+$1.41M	5.11%	6
2023 Q3	$10.5M	Buy	202,616 +3,024	+2%	+$166K	4.67%	5
2023 Q2	$11M	Sell	199,592 -4,776	-2%	-$250K	4.82%	5
2023 Q1	$10.8M	Buy	204,368 +3,344	+2%	+$178K	4.64%	5
2022 Q4	$10.2M	Buy	201,024 +2,040	+1%	+$104K	5.5%	5
2022 Q3	$9.35M	Buy	198,984 +2,156	+1%	+$113K	5.87%	3
2022 Q2	$9.69M	Buy	196,828 +1,116	+0.6%	+$60.3K	5.36%	4
2022 Q1	$11.6M	Buy	195,712 +12,804	+7%	+$751K	5.36%	3
2021 Q4	$11.6M	Buy	+182,908	New	+$11.5M	5.18%	4

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Riverview Capital Advisers increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.47% in Q2 2026, buying an estimated $83K and bringing the position to 229,186 shares worth $18.5M. The position accounts for 5.29% of the portfolio, ranked #5.

Riverview Capital Advisers first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Riverview Capital Advisers held 229,186 shares of Vanguard Morningstar Mid-Cap ETF worth $18.5M as of Q2 2026.
Riverview Capital Advisers bought 1,070 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $83K.
Vanguard Morningstar Mid-Cap ETF made up 5.29% of Riverview Capital Advisers's portfolio in Q2 2026, its #5 holding.
Riverview Capital Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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