Riverview Capital Advisers’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Riverview Capital Advisers’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.4M	Buy	144,092 +13,844	+11%	+$1.16M	3.56%	6
2026 Q1	$9.48M	Buy	130,248 +11,070	+9%	+$861K	3.16%	7
2025 Q4	$9.69M	Sell	119,178 -1,788	-1%	-$145K	2.93%	9
2025 Q3	$9.67M	Buy	120,966 +1,110	+0.9%	+$84.8K	2.8%	11
2025 Q2	$8.76M	Buy	119,856 +1,650	+1%	+$109K	2.51%	11
2025 Q1	$7.31M	Sell	118,206 -1,962	-2%	-$132K	2.3%	11
2024 Q4	$8.22M	Sell	120,168 -1,968	-2%	-$132K	2.48%	12
2024 Q3	$7.82M	Buy	122,136 +138	+0.1%	+$8.55K	2.41%	12
2024 Q2	$7.6M	Buy	121,998 +3,030	+3%	+$177K	2.56%	12
2024 Q1	$6.82M	Buy	118,968 +936	+0.8%	+$51.5K	2.35%	12
2023 Q4	$6.12M	Buy	118,032 +1,242	+1%	+$60K	2.35%	11
2023 Q3	$5.3M	Buy	116,790 +1,716	+1%	+$81K	2.35%	13
2023 Q2	$5.43M	Buy	115,074 +30	+0%	+$1.3K	2.38%	14
2023 Q1	$4.78M	Buy	115,044 +36	+0%	+$1.4K	2.06%	16
2022 Q4	$4.08M	Buy	115,008 +42	+0%	+$1.54K	2.19%	14
2022 Q3	$4.1M	Buy	114,966 +2,820	+3%	+$113K	2.57%	10
2022 Q2	$4.17M	Sell	112,146 -426	-0.4%	-$17.5K	2.3%	12
2022 Q1	$5.4M	Sell	112,572 -3,516	-3%	-$166K	2.49%	13
2021 Q4	$6.21M	Buy	+116,088	New	+$6.05M	2.76%	10

Other funds holding VUG

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

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Riverview Capital Advisers increased its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2026, buying an estimated $1.16M and bringing the position to 144,092 shares worth $12.4M. The position accounts for 3.56% of the portfolio, ranked #6.

Riverview Capital Advisers first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Riverview Capital Advisers held 144,092 shares of Vanguard Morningstar Growth ETF worth $12.4M as of Q2 2026.
Riverview Capital Advisers bought 13,844 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.16M.
Vanguard Morningstar Growth ETF made up 3.56% of Riverview Capital Advisers's portfolio in Q2 2026, its #6 holding.
Riverview Capital Advisers first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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