Riverview Trust Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Riverview Trust Company’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 Q2	$1.26M	Hold	15,624	–	–	1.5%	14
2026 Q1	$1.12M	Hold	15,624	–	–	1.38%	14
2025 Q4	$1.13M	Buy	15,624 +1,256	+9%	+$91.4K	1.36%	12
2025 Q3	$1.06M	Hold	14,368	–	–	1.27%	12
2025 Q2	$1.01M	Hold	14,368	–	–	1.25%	13
2025 Q1	$929K	Hold	14,368	–	–	0.92%	23
2024 Q4	$949K	Hold	14,368	–	–	0.86%	22
2024 Q3	$948K	Hold	14,368	–	–	0.83%	26
2024 Q2	$870K	Sell	14,368 -692	-5%	-$42.1K	0.82%	24
2024 Q1	$941K	Buy	15,060 +2,176	+17%	+$129K	0.73%	33
2023 Q4	$749K	Buy	12,884 +12,672	+5,977%	+$677K	0.76%	34
2023 Q3	$11K	Hold	212	–	–	0.01%	650
2023 Q2	$11.7K	Sell	212 -20	-9%	-$1.05K	0.01%	654
2023 Q1	$12.2K	Buy	232 +20	+9%	+$1.06K	0.01%	627
2022 Q4	$11K	Hold	212	–	–	0.01%	665
2022 Q3	$10K	Hold	212	–	–	0.01%	688
2022 Q2	$10K	Hold	212	–	–	0.01%	694
2022 Q1	$13K	Hold	212	–	–	0.01%	687
2021 Q4	$14K	Hold	212	–	–	0.01%	218
2021 Q3	$13K	Buy	+212	New	+$12.8K	0.01%	220

Other funds holding VO

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

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Riverview Trust Company held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 15,624 shares worth $1.26M. The position accounts for 1.5% of the portfolio, ranked #14.

Riverview Trust Company first reported a position in VO in Q3 2021 and has held it in 20 quarters since. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Riverview Trust Company held 15,624 shares of Vanguard Morningstar Mid-Cap ETF worth $1.26M as of Q2 2026.
Riverview Trust Company left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 1.5% of Riverview Trust Company's portfolio in Q2 2026, its #14 holding.
Riverview Trust Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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