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

Thrive Capital Management (Pennsylvania)’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.63M	Buy	28,537 +13,262	+87%	+$4.17M	1.89%	7
2025 Q4	$4.61M	Buy	15,275 +809	+6%	+$244K	1.03%	20
2025 Q3	$4.31M	Buy	14,466 +5,128	+55%	+$1.48M	1.11%	24
2025 Q2	$2.59M	Buy	+9,338	New	+$2.4M	0.81%	51
2025 Q1	–	Sell	-17,951	Closed	-$5.03M	–	137
2024 Q4	$5.03M	Buy	17,951 +11,001	+158%	+$3.11M	2.3%	7
2024 Q3	$1.86M	Sell	6,950 -222	-3%	-$56.9K	0.88%	42
2024 Q2	$1.79M	Buy	+7,172	New	+$1.79M	0.82%	46

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s VBK Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 87% in Q1 2026, buying an estimated $4.17M and bringing the position to 28,537 shares worth $8.63M. The position accounts for 1.89% of the portfolio, ranked #7.

Thrive Capital Management (Pennsylvania) first reported a position in VBK in Q2 2024 and has held it in 7 quarters since. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Thrive Capital Management (Pennsylvania) held 28,537 shares of Vanguard Morningstar Small-Cap Growth ETF worth $8.63M as of Q1 2026.
Thrive Capital Management (Pennsylvania) bought 13,262 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $4.17M.
Vanguard Morningstar Small-Cap Growth ETF made up 1.89% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #7 holding.
Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.