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Thrive Capital Management (Pennsylvania)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Thrive Capital Management (Pennsylvania)’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.51M Sell
130,698
-29,406
-18% -$2.29M 2.09% 5
2025
Q4 		$13M Buy
160,104
+25,500
+19% +$2.07M 2.9% 3
2025
Q3 		$10.8M Buy
134,604
+24,666
+22% +$1.88M 2.78% 2
2025
Q2 		$8.03M Buy
+109,938
New +$7.24M 2.52% 2
2025
Q1 		– Sell
-87,972
Closed -$6.02M – 148
2024
Q4 		$6.02M Buy
87,972
+39,018
+80% +$2.62M 2.76% 2
2024
Q3 		$3.13M Sell
48,954
-9,534
-16% -$591K 1.48% 11
2024
Q2 		$3.65M Buy
+58,488
New +$3.41M 1.67% 9

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania) reduced its Vanguard Morningstar Growth ETF (VUG) stake by 18% in Q1 2026, selling an estimated $2.29M and leaving 130,698 shares worth $9.51M. The position accounts for 2.09% of the portfolio, ranked #5.

Thrive Capital Management (Pennsylvania) first reported a position in VUG in Q2 2024 and has held it in 7 quarters since. The position peaked at $13M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Thrive Capital Management (Pennsylvania) held 130,698 shares of Vanguard Morningstar Growth ETF worth $9.51M as of Q1 2026.
  • Thrive Capital Management (Pennsylvania) sold 29,406 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $2.29M.
  • Vanguard Morningstar Growth ETF made up 2.09% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #5 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • Thrive Capital Management (Pennsylvania)'s Vanguard Morningstar Growth ETF position peaked at $13M in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

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