Riverview Capital Advisers
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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
Q3 		$17.9M Sell
228,799
-387
-0.2% -$31.5K 5.11% 5
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 		$9.7M 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
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Riverview Capital Advisers's VO Position: Q3 2026 in Review

Riverview Capital Advisers reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.17% in Q3 2026, selling an estimated $31.5K and leaving 228,799 shares worth $17.9M. The position accounts for 5.11% of the portfolio, ranked #5.

Riverview Capital Advisers first reported a position in VO in Q4 2021 and has held it in 20 quarters since. The position peaked at $18.5M in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Riverview Capital Advisers held 228,799 shares of Vanguard Morningstar Mid-Cap ETF worth $17.9M as of Q3 2026.
  • Riverview Capital Advisers sold 387 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $31.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 5.11% of Riverview Capital Advisers's portfolio in Q3 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 20 quarters since.
  • Riverview Capital Advisers's Vanguard Morningstar Mid-Cap ETF position peaked at $18.5M in Q2 2026.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Riverview Capital Advisers's 13F filing for Q3 2026, filed 12 Nov 2026.