Riverview Trust Company’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Riverview Trust Company's VB Position: Q1 2026 in Review

Riverview Trust Company reduced its Vanguard Small-Cap ETF (VB) stake by 3.4% in Q1 2026, selling an estimated $37.3K and leaving 3,948 shares worth $1.03M. The position accounts for 1.27% of the portfolio, ranked #15.

Riverview Trust Company first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Riverview Trust Company held 3,948 shares of Vanguard Small-Cap ETF worth $1.03M as of Q1 2026.
Riverview Trust Company sold 138 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $37.3K.
Vanguard Small-Cap ETF made up 1.27% of Riverview Trust Company's portfolio in Q1 2026, its #15 holding.
Riverview Trust Company first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Riverview Trust Company's Vanguard Small-Cap ETF position peaked at $1.05M in Q4 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.