Thrive Capital Management (Pennsylvania)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01M	Sell	12,493 -7,935	-39%	-$615K	0.19%	102
2026 Q1	$1.47M	Buy	20,428 +9,780	+92%	+$727K	0.32%	93
2025 Q4	$773K	Buy	10,648 +1,516	+17%	+$110K	0.17%	112
2025 Q3	$671K	Buy	9,132 +2,264	+33%	+$163K	0.17%	118
2025 Q2	$480K	Buy	+6,868	New	+$451K	0.15%	125
2024 Q3	–	Sell	-4,740	Closed	-$287K	–	188
2024 Q2	$287K	Buy	+4,740	New	+$288K	0.13%	156

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 39% in Q2 2026, selling an estimated $615K and leaving 12,493 shares worth $1.01M. The position accounts for 0.19% of the portfolio, ranked #102.

Thrive Capital Management (Pennsylvania) first reported a position in VO in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.47M in Q1 2026. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 12,493 shares of Vanguard Morningstar Mid-Cap ETF worth $1.01M as of Q2 2026.
Thrive Capital Management (Pennsylvania) sold 7,935 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $615K.
Vanguard Morningstar Mid-Cap ETF made up 0.19% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #102 holding.
Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 6 quarters since.
Thrive Capital Management (Pennsylvania)'s Vanguard Morningstar Mid-Cap ETF position peaked at $1.47M in Q1 2026.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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