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 Q2	$13M	Buy	35,547 +7,010	+25%	+$2.39M	2.45%	6
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania) increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 25% in Q2 2026, buying an estimated $2.39M and bringing the position to 35,547 shares worth $13M. The position accounts for 2.45% of the portfolio, ranked #6.

Thrive Capital Management (Pennsylvania) first reported a position in VBK in Q2 2024 and has held it in 8 quarters since. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 35,547 shares of Vanguard Morningstar Small-Cap Growth ETF worth $13M as of Q2 2026.
Thrive Capital Management (Pennsylvania) bought 7,010 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $2.39M.
Vanguard Morningstar Small-Cap Growth ETF made up 2.45% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #6 holding.
Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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