Riverview Trust Company’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.07M	Hold	17,649	–	–	7.23%	3
2026 Q1	$5.27M	Hold	17,649	–	–	6.5%	3
2025 Q4	$5.56M	Hold	17,649	–	–	6.69%	3
2025 Q3	$5.43M	Hold	17,649	–	–	6.56%	3
2025 Q2	$5.04M	Hold	17,649	–	–	6.27%	3
2025 Q1	$4.54M	Hold	17,649	–	–	4.48%	3
2024 Q4	$4.76M	Hold	17,649	–	–	4.33%	3
2024 Q3	$4.65M	Hold	17,649	–	–	4.08%	3
2024 Q2	$4.41M	Buy	17,649 +2,531	+17%	+$608K	4.18%	4
2024 Q1	$3.62M	Buy	15,118 +414	+3%	+$94.7K	2.79%	5
2023 Q4	$3.21M	Hold	14,704	–	–	3.26%	5
2023 Q3	$2.88M	Buy	14,704 +29	+0.2%	+$5.91K	2.55%	6
2023 Q2	$2.97M	Hold	14,675	–	–	2.7%	6
2023 Q1	$2.74M	Hold	14,675	–	–	2.52%	7
2022 Q4	$2.56M	Hold	14,675	–	–	2.42%	7
2022 Q3	$2.4M	Hold	14,675	–	–	2.32%	8
2022 Q2	$2.53M	Buy	14,675 +14,589	+16,964%	+$2.74M	2.2%	8
2022 Q1	$18K	Hold	86	–	–	0.01%	542
2021 Q4	$19K	Hold	86	–	–	0.01%	209
2021 Q3	$17K	Buy	+86	New	+$17.8K	0.02%	211

Other funds holding VV

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Riverview Trust Company held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 17,649 shares worth $6.07M. The position accounts for 7.23% of the portfolio, ranked #3.

Riverview Trust Company first reported a position in VV in Q3 2021 and has held it in 20 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Riverview Trust Company held 17,649 shares of Vanguard Morningstar Large-Cap ETF worth $6.07M as of Q2 2026.
Riverview Trust Company left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 7.23% of Riverview Trust Company's portfolio in Q2 2026, its #3 holding.
Riverview Trust Company first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 20 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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