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Thrive Capital Management (Pennsylvania)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Thrive Capital Management (Pennsylvania)’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Buy
4,970
+28
+0.6% +$10K 0.35% 88
2026
Q1 		$1.59M Buy
4,942
+422
+9% +$142K 0.35% 90
2025
Q4 		$1.52M Sell
4,520
-2,016
-31% -$671K 0.34% 90
2025
Q3 		$2.15M Buy
6,536
+2,967
+83% +$937K 0.55% 80
2025
Q2 		$1.08M Buy
+3,569
New +$1M 0.34% 98
2024
Q4 		– Sell
-2,609
Closed -$739K – 173
2024
Q3 		$739K Hold
2,609
– – 0.35% 86
2024
Q2 		$698K Buy
+2,609
New +$675K 0.32% 92
2024
Q1 		– Sell
-1,476
Closed -$350K – 210
2023
Q4 		$350K Buy
+1,476
New +$326K 0.19% 86
2023
Q2 		– Sell
-1,906
Closed -$383K – 142
2023
Q1 		$383K Buy
1,906
+567
+42% +$114K 0.24% 76
2022
Q4 		$256K Sell
1,339
-407
-23% -$78.4K 0.17% 96
2022
Q3 		$313K Sell
1,746
-79
-4% -$15.7K 0.21% 81
2022
Q2 		$344K Hold
1,825
– – 0.24% 71
2022
Q1 		$415K Sell
1,825
-193
-10% -$43.4K 0.25% 57
2021
Q4 		$487K Sell
2,018
-353
-15% -$83.3K 0.32% 65
2021
Q3 		$527K Sell
2,371
-9
-0.4% -$2.05K 0.39% 64
2021
Q2 		$530K Sell
2,380
-307
-11% -$66.6K 0.41% 70
2021
Q1 		$555K Sell
2,687
-236
-8% -$47.8K 0.52% 51
2020
Q4 		$569K Buy
+2,923
New +$534K 0.61% 43

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.57% in Q2 2026, buying an estimated $10K and bringing the position to 4,970 shares worth $1.84M. The position accounts for 0.35% of the portfolio, ranked #88.

Thrive Capital Management (Pennsylvania) first reported a position in VTI in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.15M in Q3 2025. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 4,970 shares of Vanguard Morningstar Total Stock Market ETF worth $1.84M as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) bought 28 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $10K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.35% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #88 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 18 quarters since.
  • Thrive Capital Management (Pennsylvania)'s Vanguard Morningstar Total Stock Market ETF position peaked at $2.15M in Q3 2025.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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