TWM
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Thrive Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Thrive Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$390K Sell
1,067
-67
-6% -$22.8K 0.05% 158
2026
Q1 		$343K Sell
1,134
-102
-8% -$32.1K 0.05% 156
2025
Q4 		$373K Sell
1,236
-262
-17% -$79K 0.05% 154
2025
Q3 		$446K Sell
1,498
-70
-4% -$20.2K 0.07% 135
2025
Q2 		$434K Buy
1,568
+1
+0.1% +$258 0.07% 137
2025
Q1 		$395K Sell
1,567
-28
-2% -$7.76K 0.08% 132
2024
Q4 		$447K Sell
1,595
-92
-5% -$26K 0.08% 126
2024
Q3 		$451K Sell
1,687
-23
-1% -$5.89K 0.08% 125
2024
Q2 		$428K Buy
1,710
+2
+0.1% +$499 0.08% 128
2024
Q1 		$445K Sell
1,708
-22
-1% -$5.4K 0.09% 113
2023
Q4 		$418K Buy
1,730
+20
+1% +$4.34K 0.09% 118
2023
Q3 		$366K Buy
1,710
+19
+1% +$4.32K 0.1% 112
2023
Q2 		$389K Sell
1,691
-19
-1% -$4.13K 0.1% 112
2023
Q1 		$370K Buy
1,710
+4
+0.2% +$865 0.09% 119
2022
Q4 		$342K Buy
1,706
+42
+3% +$8.59K 0.1% 122
2022
Q3 		$325K Buy
1,664
+42
+3% +$9.02K 0.11% 109
2022
Q2 		$320K Buy
1,622
+205
+14% +$44.4K 0.11% 113
2022
Q1 		$352K Hold
1,417
– – 0.1% 115
2021
Q4 		$399K Buy
+1,417
New +$406K 0.14% 97

Other funds holding VBK

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

Thrive Wealth Management reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 5.9% in Q2 2026, selling an estimated $22.8K and leaving 1,067 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #158.

Thrive Wealth Management first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. The position peaked at $451K in Q3 2024. 246 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Thrive Wealth Management held 1,067 shares of Vanguard Small-Cap Growth ETF worth $390K as of Q2 2026.
  • Thrive Wealth Management sold 67 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $22.8K.
  • Vanguard Small-Cap Growth ETF made up 0.05% of Thrive Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Thrive Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $451K in Q3 2024.
  • 246 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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