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

Thrive Capital Management (Pennsylvania)’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.63M Sell
14,117
-951
-6% -$261K 0.8% 59
2025
Q4 		$4.21M Sell
15,068
-8,917
-37% -$2.55M 0.94% 34
2025
Q3 		$7.05M Buy
23,985
+1,438
+6% +$415K 1.82% 6
2025
Q2 		$6.41M Buy
+22,547
New +$5.81M 2.01% 3
2025
Q1 		– Sell
-17,865
Closed -$4.53M – 146
2024
Q4 		$4.53M Buy
17,865
+10,235
+134% +$2.63M 2.08% 10
2024
Q3 		$1.86M Sell
7,630
-1,416
-16% -$330K 0.88% 43
2024
Q2 		$2.08M Buy
+9,046
New +$2.07M 0.95% 24

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania) reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.3% in Q1 2026, selling an estimated $261K and leaving 14,117 shares worth $3.63M. The position accounts for 0.8% of the portfolio, ranked #59.

Thrive Capital Management (Pennsylvania) first reported a position in VOT in Q2 2024 and has held it in 7 quarters since. The position peaked at $7.05M in Q3 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Thrive Capital Management (Pennsylvania) held 14,117 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.63M as of Q1 2026.
  • Thrive Capital Management (Pennsylvania) sold 951 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $261K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.8% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #59 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • Thrive Capital Management (Pennsylvania)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $7.05M in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

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