Thrive Capital Management (Pennsylvania)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Thrive Capital Management (Pennsylvania)’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 Q2	$2.74M	Buy	9,045 +2,474	+38%	+$709K	0.52%	77
2026 Q1	$1.72M	Buy	6,571 +3,995	+155%	+$1.08M	0.38%	88
2025 Q4	$665K	Buy	2,576 +228	+10%	+$58.4K	0.15%	119
2025 Q3	$597K	Buy	2,348 +135	+6%	+$33.5K	0.15%	123
2025 Q2	$524K	Buy	+2,213	New	+$494K	0.16%	119
2024 Q4	–	Sell	-1,189	Closed	-$282K	–	170
2024 Q3	$282K	Buy	1,189 +128	+12%	+$29.1K	0.13%	158
2024 Q2	$231K	Buy	+1,061	New	+$233K	0.11%	166

Other funds holding VB

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Thrive Capital Management (Pennsylvania)'s VB Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 38% in Q2 2026, buying an estimated $709K and bringing the position to 9,045 shares worth $2.74M. The position accounts for 0.52% of the portfolio, ranked #77.

Thrive Capital Management (Pennsylvania) first reported a position in VB in Q2 2024 and has held it in 7 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 9,045 shares of Vanguard Morningstar Small-Cap ETF worth $2.74M as of Q2 2026.
Thrive Capital Management (Pennsylvania) bought 2,474 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $709K.
Vanguard Morningstar Small-Cap ETF made up 0.52% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #77 holding.
Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 7 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.