Riverview Trust Company’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Riverview Trust Company’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 Q2	$33.1K	Hold	384	–	–	0.04%	117
2026 Q1	$28K	Hold	384	–	–	0.03%	134
2025 Q4	$31.2K	Hold	384	–	–	0.04%	140
2025 Q3	$30.7K	Hold	384	–	–	0.04%	143
2025 Q2	$28.1K	Hold	384	–	–	0.03%	155
2025 Q1	$23.7K	Hold	384	–	–	0.02%	362
2024 Q4	$26.3K	Sell	384 -708	-65%	-$47.6K	0.02%	360
2024 Q3	$69.9K	Hold	1,092	–	–	0.06%	200
2024 Q2	$68.1K	Buy	+1,092	New	+$63.7K	0.06%	185
2023 Q4	–	Sell	-162	Closed	-$7.35K	–	628
2023 Q3	$7.35K	Hold	162	–	–	0.01%	657
2023 Q2	$7.64K	Hold	162	–	–	0.01%	662
2023 Q1	$6.74K	Hold	162	–	–	0.01%	684
2022 Q4	$6K	Hold	162	–	–	0.01%	685
2022 Q3	$6K	Hold	162	–	–	0.01%	700
2022 Q2	$6K	Hold	162	–	–	0.01%	701
2022 Q1	$8K	Hold	162	–	–	0.01%	712
2021 Q4	$9K	Hold	162	–	–	0.01%	225
2021 Q3	$8K	Buy	+162	New	+$8.06K	0.01%	227
2020 Q3	–	Sell	-4,320	Closed	-$146K	–	258
2020 Q2	$146K	Hold	4,320	–	–	0.14%	103
2020 Q1	$113K	Hold	4,320	–	–	0.11%	110
2019 Q4	$131K	Buy	+4,320	New	+$125K	0.09%	124

Other funds holding VUG

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Riverview Trust Company held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 384 shares worth $33.1K. The position accounts for 0.04% of the portfolio, ranked #117.

Riverview Trust Company first reported a position in VUG in Q4 2019 and has held it in 21 quarters since. The position peaked at $146K in Q2 2020. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Riverview Trust Company held 384 shares of Vanguard Morningstar Growth ETF worth $33.1K as of Q2 2026.
Riverview Trust Company left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.04% of Riverview Trust Company's portfolio in Q2 2026, its #117 holding.
Riverview Trust Company first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 21 quarters since.
Riverview Trust Company's Vanguard Morningstar Growth ETF position peaked at $146K in Q2 2020.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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