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

Thrive Capital Management (Pennsylvania)’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.11M Buy
44,019
+16,580
+60% +$3.1M 1.78% 9
2025
Q4 		$4.87M Buy
27,439
+10,392
+61% +$1.82M 1.08% 17
2025
Q3 		$2.98M Sell
17,047
-4,088
-19% -$696K 0.77% 52
2025
Q2 		$3.48M Buy
+21,135
New +$3.35M 1.09% 22
2025
Q1 		– Sell
-34,593
Closed -$5.6M – 144
2024
Q4 		$5.6M Buy
34,593
+12,262
+55% +$2.07M 2.56% 5
2024
Q3 		$3.74M Sell
22,331
-1,403
-6% -$223K 1.76% 9
2024
Q2 		$3.57M Buy
+23,734
New +$3.6M 1.63% 10
2024
Q1 		– Sell
-17,313
Closed -$2.51M – 209
2023
Q4 		$2.51M Sell
17,313
-2,751
-14% -$369K 1.34% 23
2023
Q3 		$2.63M Buy
20,064
+155
+0.8% +$21.5K 1.46% 20
2023
Q2 		$2.76M Sell
19,909
-950
-5% -$127K 1.57% 20
2023
Q1 		$2.76M Sell
20,859
-1,500
-7% -$208K 1.74% 16
2022
Q4 		$3.02M Sell
22,359
-2,659
-11% -$357K 1.98% 15
2022
Q3 		$3.05M Buy
25,018
+454
+2% +$61.5K 2.06% 13
2022
Q2 		$3.18M Sell
24,564
-4,825
-16% -$683K 2.2% 13
2022
Q1 		$4.4M Buy
+29,389
New +$4.32M 2.65% 12

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania) increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 60% in Q1 2026, buying an estimated $3.1M and bringing the position to 44,019 shares worth $8.11M. The position accounts for 1.78% of the portfolio, ranked #9.

Thrive Capital Management (Pennsylvania) first reported a position in VOE in Q1 2022 and has held it in 15 quarters since. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Thrive Capital Management (Pennsylvania) held 44,019 shares of Vanguard Morningstar Mid-Cap Value ETF worth $8.11M as of Q1 2026.
  • Thrive Capital Management (Pennsylvania) bought 16,580 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $3.1M.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.78% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #9 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 15 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

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