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Thrive Capital Management (Pennsylvania)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Thrive Capital Management (Pennsylvania)’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.7M Buy
11,421
+834
+8% +$192K 0.51% 79
2026
Q1 		$2.28M Buy
10,587
+581
+6% +$130K 0.5% 80
2025
Q4 		$2.2M Buy
10,006
+438
+5% +$95.7K 0.49% 84
2025
Q3 		$2.06M Buy
9,568
+820
+9% +$172K 0.53% 83
2025
Q2 		$1.79M Buy
8,748
+3,343
+62% +$648K 0.56% 83
2025
Q1 		$1.05M Buy
+5,405
New +$1.07M 0.63% 45
2024
Q4 		– Sell
-7,282
Closed -$1.44M – 172
2024
Q3 		$1.44M Buy
7,282
+956
+15% +$182K 0.68% 62
2024
Q2 		$1.15M Buy
6,326
+68
+1% +$12.2K 0.53% 70
2024
Q1 		$1.14M Sell
6,258
-1,685
-21% -$296K 0.61% 41
2023
Q4 		$1.35M Sell
7,943
-2,371
-23% -$382K 0.72% 42
2023
Q3 		$1.6M Sell
10,314
-395
-4% -$64K 0.89% 39
2023
Q2 		$1.74M Sell
10,709
-574
-5% -$89.9K 0.99% 28
2023
Q1 		$1.72M Sell
11,283
-12
-0.1% -$1.84K 1.08% 26
2022
Q4 		$1.72M Sell
11,295
-2,011
-15% -$300K 1.12% 24
2022
Q3 		$1.8M Buy
13,306
+998
+8% +$149K 1.22% 18
2022
Q2 		$1.77M Sell
12,308
-2,033
-14% -$309K 1.22% 24
2022
Q1 		$2.33M Buy
14,341
+2,038
+17% +$329K 1.4% 19
2021
Q4 		$2.11M Sell
12,303
-79
-0.6% -$13K 1.38% 16
2021
Q3 		$1.9M Buy
12,382
+434
+4% +$69.2K 1.4% 15
2021
Q2 		$1.85M Buy
11,948
+1,700
+17% +$261K 1.44% 16
2021
Q1 		$1.51M Buy
10,248
+1,134
+12% +$161K 1.41% 20
2020
Q4 		$1.29M Buy
+9,114
New +$1.24M 1.37% 22

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.9% in Q2 2026, buying an estimated $192K and bringing the position to 11,421 shares worth $2.7M. The position accounts for 0.51% of the portfolio, ranked #79.

Thrive Capital Management (Pennsylvania) first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 11,421 shares of Vanguard Dividend Appreciation ETF worth $2.7M as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) bought 834 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $192K.
  • Vanguard Dividend Appreciation ETF made up 0.51% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #79 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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