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 Q2	$15M	Buy	173,800 +43,102	+33%	+$3.63M	2.82%	3
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Thrive Capital Management (Pennsylvania) increased its Vanguard Morningstar Growth ETF (VUG) stake by 33% in Q2 2026, buying an estimated $3.63M and bringing the position to 173,800 shares worth $15M. The position accounts for 2.82% of the portfolio, ranked #3.

Thrive Capital Management (Pennsylvania) first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 173,800 shares of Vanguard Morningstar Growth ETF worth $15M as of Q2 2026.
Thrive Capital Management (Pennsylvania) bought 43,102 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.63M.
Vanguard Morningstar Growth ETF made up 2.82% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #3 holding.
Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 8 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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