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 Q2	$2.81M	Sell	9,161 -4,956	-35%	-$1.43M	0.53%	75
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 New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

Thrive Capital Management (Pennsylvania) reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 35% in Q2 2026, selling an estimated $1.43M and leaving 9,161 shares worth $2.81M. The position accounts for 0.53% of the portfolio, ranked #75.

Thrive Capital Management (Pennsylvania) first reported a position in VOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.05M in Q3 2025. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 9,161 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.81M as of Q2 2026.
Thrive Capital Management (Pennsylvania) sold 4,956 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.43M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.53% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #75 holding.
Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Thrive Capital Management (Pennsylvania)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $7.05M in Q3 2025.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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