TWM
VB icon

Thrive Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Thrive Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4M Buy
34,451
+507
+1% +$145K 1.33% 10
2026
Q1 		$8.89M Sell
33,944
-371
-1% -$100K 1.33% 11
2025
Q4 		$8.85M Buy
34,315
+2,141
+7% +$548K 1.3% 11
2025
Q3 		$8.18M Sell
32,174
-488
-1% -$121K 1.23% 12
2025
Q2 		$7.74M Buy
32,662
+11,620
+55% +$2.59M 1.25% 13
2025
Q1 		$4.67M Buy
21,042
+1,102
+6% +$263K 0.89% 14
2024
Q4 		$4.79M Sell
19,940
-128
-0.6% -$31.5K 0.86% 14
2024
Q3 		$4.76M Buy
20,068
+22
+0.1% +$5K 0.87% 13
2024
Q2 		$4.37M Buy
20,046
+400
+2% +$87.8K 0.86% 14
2024
Q1 		$4.49M Sell
19,646
-4,248
-18% -$914K 0.93% 13
2023
Q4 		$5.1M Buy
23,894
+20,601
+626% +$3.97M 1.13% 14
2023
Q3 		$623K Buy
3,293
+16
+0.5% +$3.19K 0.17% 85
2023
Q2 		$652K Sell
3,277
-10,081
-75% -$1.9M 0.17% 79
2023
Q1 		$2.53M Buy
13,358
+135
+1% +$26.2K 0.65% 19
2022
Q4 		$2.43M Sell
13,223
-2,420
-15% -$449K 0.7% 21
2022
Q3 		$2.67M Buy
15,643
+347
+2% +$65.5K 0.94% 16
2022
Q2 		$2.69M Sell
15,296
-1,575
-9% -$304K 0.94% 19
2022
Q1 		$3.58M Buy
16,871
+8,001
+90% +$1.68M 1.06% 14
2021
Q4 		$2M Buy
+8,870
New +$2.02M 0.69% 19

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrive Wealth Management's VB Position: Q2 2026 in Review

Thrive Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.5% in Q2 2026, buying an estimated $145K and bringing the position to 34,451 shares worth $10.4M. The position accounts for 1.33% of the portfolio, ranked #10.

Thrive Wealth Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Thrive Wealth Management held 34,451 shares of Vanguard Morningstar Small-Cap ETF worth $10.4M as of Q2 2026.
  • Thrive Wealth Management bought 507 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $145K.
  • Vanguard Morningstar Small-Cap ETF made up 1.33% of Thrive Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Thrive Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.