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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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.3% in Q1 2026, buying an estimated $142K and bringing the position to 4,942 shares worth $1.59M. The position accounts for 0.35% of the portfolio, ranked #90.

Thrive Capital Management (Pennsylvania) first reported a position in VTI in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.15M in Q3 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Thrive Capital Management (Pennsylvania) held 4,942 shares of Vanguard Morningstar Total Stock Market ETF worth $1.59M as of Q1 2026.
  • Thrive Capital Management (Pennsylvania) bought 422 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $142K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.35% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #90 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 17 quarters since.
  • Thrive Capital Management (Pennsylvania)'s Vanguard Morningstar Total Stock Market ETF position peaked at $2.15M in Q3 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

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