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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.25M	Buy	37,985 +7,529	+25%	+$1.68M	1.81%	8
2025 Q4	$6.45M	Buy	30,456 +5,097	+20%	+$1.07M	1.44%	11
2025 Q3	$5.29M	Buy	25,359 +265	+1%	+$54.2K	1.37%	15
2025 Q2	$4.89M	Buy	+25,094	New	+$4.65M	1.53%	12
2025 Q1	–	Sell	-23,179	Closed	-$4.59M	–	138
2024 Q4	$4.59M	Buy	23,179 +11,560	+99%	+$2.37M	2.11%	8
2024 Q3	$2.33M	Sell	11,619 -1,242	-10%	-$239K	1.1%	19
2024 Q2	$2.35M	Buy	+12,861	New	+$2.38M	1.07%	19

Other funds holding VBR

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Thrive Capital Management (Pennsylvania) increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 25% in Q1 2026, buying an estimated $1.68M and bringing the position to 37,985 shares worth $8.25M. The position accounts for 1.81% of the portfolio, ranked #8.

Thrive Capital Management (Pennsylvania) first reported a position in VBR in Q2 2024 and has held it in 7 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Thrive Capital Management (Pennsylvania) held 37,985 shares of Vanguard Morningstar Small-Cap Value ETF worth $8.25M as of Q1 2026.
Thrive Capital Management (Pennsylvania) bought 7,529 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $1.68M.
Vanguard Morningstar Small-Cap Value ETF made up 1.81% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #8 holding.
Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and has held it in 7 quarters since.
1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

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