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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Riverview Capital Advisers's VUG Position: Q1 2026 in Review

Riverview Capital Advisers increased its Vanguard Morningstar Growth ETF (VUG) stake by 9.3% in Q1 2026, buying an estimated $861K and bringing the position to 130,248 shares worth $9.48M. The position accounts for 3.16% of the portfolio, ranked #7.

Riverview Capital Advisers first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.69M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Riverview Capital Advisers held 130,248 shares of Vanguard Morningstar Growth ETF worth $9.48M as of Q1 2026.
  • Riverview Capital Advisers bought 11,070 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $861K.
  • Vanguard Morningstar Growth ETF made up 3.16% of Riverview Capital Advisers's portfolio in Q1 2026, its #7 holding.
  • Riverview Capital Advisers first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Riverview Capital Advisers's Vanguard Morningstar Growth ETF position peaked at $9.69M in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Riverview Capital Advisers's 13F filing for Q1 2026, filed 14 May 2026.