Thrive Wealth Management
VBK icon

Thrive Wealth Management’s Vanguard Morningstar 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
Q3 		$372K Buy
1,101
+34
+3% +$11.9K 0.05% 162
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Thrive Wealth Management's VBK Position: Q3 2026 in Review

Thrive Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.2% in Q3 2026, buying an estimated $11.9K and bringing the position to 1,101 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #162.

Thrive Wealth Management first reported a position in VBK in Q4 2021 and has held it in 20 quarters since. The position peaked at $451K in Q3 2024. 268 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Thrive Wealth Management held 1,101 shares of Vanguard Morningstar Small-Cap Growth ETF worth $372K as of Q3 2026.
  • Thrive Wealth Management bought 34 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $11.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Thrive Wealth Management's portfolio in Q3 2026, its #162 holding.
  • Thrive Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $451K in Q3 2024.
  • 268 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.