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 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 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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.8% in Q1 2026, buying an estimated $130K and bringing the position to 10,587 shares worth $2.28M. The position accounts for 0.5% of the portfolio, ranked #80.

Thrive Capital Management (Pennsylvania) first reported a position in VIG in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.33M in Q1 2022. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Thrive Capital Management (Pennsylvania) held 10,587 shares of Vanguard Dividend Appreciation ETF worth $2.28M as of Q1 2026.
Thrive Capital Management (Pennsylvania) bought 581 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $130K.
Vanguard Dividend Appreciation ETF made up 0.5% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #80 holding.
Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 21 quarters since.
Thrive Capital Management (Pennsylvania)'s Vanguard Dividend Appreciation ETF position peaked at $2.33M in Q1 2022.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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