Riverview Trust Company’s Vanguard Morningstar Value ETF VTV Stock Holding History

Riverview Trust Company’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.9K	Hold	105	–	–	0.03%	128
2026 Q1	$20.6K	Hold	105	–	–	0.03%	146
2025 Q4	$20.1K	Hold	105	–	–	0.02%	165
2025 Q3	$19.6K	Hold	105	–	–	0.02%	166
2025 Q2	$18.6K	Sell	105 -105	-50%	-$17.7K	0.02%	177
2025 Q1	$36.3K	Hold	210	–	–	0.04%	271
2024 Q4	$35.6K	Sell	210 -382	-65%	-$67K	0.03%	277
2024 Q3	$103K	Hold	592	–	–	0.09%	160
2024 Q2	$95K	Buy	+592	New	+$94.6K	0.09%	162
2023 Q4	–	Sell	-72	Closed	-$9.93K	–	627
2023 Q3	$9.93K	Hold	72	–	–	0.01%	652
2023 Q2	$10.2K	Hold	72	–	–	0.01%	658
2023 Q1	$9.94K	Hold	72	–	–	0.01%	669
2022 Q4	$10K	Hold	72	–	–	0.01%	675
2022 Q3	$9K	Hold	72	–	–	0.01%	694
2022 Q2	$9K	Hold	72	–	–	0.01%	696
2022 Q1	$11K	Hold	72	–	–	0.01%	706
2021 Q4	$11K	Hold	72	–	–	0.01%	221
2021 Q3	$10K	Buy	+72	New	+$10K	0.01%	222

Other funds holding VTV

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

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Riverview Trust Company held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 105 shares worth $22.9K. The position accounts for 0.03% of the portfolio, ranked #128.

Riverview Trust Company first reported a position in VTV in Q3 2021 and has held it in 18 quarters since. The position peaked at $103K in Q3 2024. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Riverview Trust Company held 105 shares of Vanguard Morningstar Value ETF worth $22.9K as of Q2 2026.
Riverview Trust Company left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Value ETF made up 0.03% of Riverview Trust Company's portfolio in Q2 2026, its #128 holding.
Riverview Trust Company first reported a position in Vanguard Morningstar Value ETF in Q3 2021 and has held it in 18 quarters since.
Riverview Trust Company's Vanguard Morningstar Value ETF position peaked at $103K in Q3 2024.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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