Riverview Trust Company’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Riverview Trust Company’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	$945K	Sell	3,118 -830	-21%	-$238K	1.13%	17
2026 Q1	$1.03M	Sell	3,948 -138	-3%	-$37.3K	1.27%	15
2025 Q4	$1.05M	Hold	4,086	–	–	1.27%	14
2025 Q3	$1.04M	Sell	4,086 -11	-0.3%	-$2.73K	1.26%	13
2025 Q2	$971K	Hold	4,097	–	–	1.21%	14
2025 Q1	$909K	Hold	4,097	–	–	0.9%	24
2024 Q4	$984K	Sell	4,097 -168	-4%	-$41.3K	0.9%	21
2024 Q3	$1.01M	Buy	4,265 +968	+29%	+$220K	0.89%	22
2024 Q2	$719K	Buy	3,297 +152	+5%	+$33.4K	0.68%	30
2024 Q1	$719K	Buy	3,145 +657	+26%	+$141K	0.55%	38
2023 Q4	$531K	Buy	+2,488	New	+$479K	0.54%	46

Other funds holding VB

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Riverview Trust Company's VB Position: Q2 2026 in Review

Riverview Trust Company reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 21% in Q2 2026, selling an estimated $238K and leaving 3,118 shares worth $945K. The position accounts for 1.13% of the portfolio, ranked #17.

Riverview Trust Company first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Riverview Trust Company held 3,118 shares of Vanguard Morningstar Small-Cap ETF worth $945K as of Q2 2026.
Riverview Trust Company sold 830 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $238K.
Vanguard Morningstar Small-Cap ETF made up 1.13% of Riverview Trust Company's portfolio in Q2 2026, its #17 holding.
Riverview Trust Company first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Riverview Trust Company's Vanguard Morningstar Small-Cap ETF position peaked at $1.05M in Q4 2025.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Riverview Trust Company's 13F filing for Q2 2026, filed 3 Aug 2026.