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 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 92% in Q1 2026, buying an estimated $727K and bringing the position to 20,428 shares worth $1.47M. The position accounts for 0.32% of the portfolio, ranked #93.

Thrive Capital Management (Pennsylvania) first reported a position in VO in Q2 2024 and has held it in 5 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Thrive Capital Management (Pennsylvania) held 20,428 shares of Vanguard Morningstar Mid-Cap ETF worth $1.47M as of Q1 2026.
Thrive Capital Management (Pennsylvania) bought 9,780 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $727K.
Vanguard Morningstar Mid-Cap ETF made up 0.32% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #93 holding.
Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 5 quarters since.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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