Thrive Wealth Management
VBR icon

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

Thrive Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$346K Buy
1,500
+30
+2% +$7.32K 0.04% 168
2026
Q2 		$357K Sell
1,470
-35
-2% -$8.14K 0.05% 163
2026
Q1 		$327K Sell
1,505
-5
-0.3% -$1.12K 0.05% 169
2025
Q4 		$320K Sell
1,510
-350
-19% -$73.3K 0.05% 169
2025
Q3 		$388K Sell
1,860
-105
-5% -$21.5K 0.06% 149
2025
Q2 		$383K Buy
1,965
+29
+1% +$5.37K 0.06% 147
2025
Q1 		$361K Buy
1,936
+125
+7% +$24.7K 0.07% 142
2024
Q4 		$359K Sell
1,811
-108
-6% -$22.2K 0.06% 140
2024
Q3 		$385K Sell
1,919
-47
-2% -$9.04K 0.07% 144
2024
Q2 		$359K Sell
1,966
-18
-0.9% -$3.32K 0.07% 148
2024
Q1 		$381K Sell
1,984
-17
-0.8% -$3.07K 0.08% 136
2023
Q4 		$360K Sell
2,001
-5
-0.2% -$816 0.08% 126
2023
Q3 		$320K Buy
2,006
+31
+2% +$5.18K 0.09% 125
2023
Q2 		$327K Buy
1,975
+24
+1% +$3.78K 0.08% 125
2023
Q1 		$310K Buy
1,951
+40
+2% +$6.62K 0.08% 132
2022
Q4 		$304K Buy
1,911
+424
+29% +$67.5K 0.09% 131
2022
Q3 		$213K Buy
1,487
+108
+8% +$17.2K 0.07% 138
2022
Q2 		$207K Sell
1,379
-48
-3% -$7.87K 0.07% 140
2022
Q1 		$251K Buy
1,427
+149
+12% +$25.9K 0.07% 134
2021
Q4 		$229K Buy
+1,278
New +$227K 0.08% 132

Other funds holding VBR

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Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

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

Thrive Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2% in Q3 2026, buying an estimated $7.32K and bringing the position to 1,500 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #168.

Thrive Wealth Management first reported a position in VBR in Q4 2021 and has held it in 20 quarters since. The position peaked at $388K in Q3 2025. 550 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Thrive Wealth Management held 1,500 shares of Vanguard Morningstar Small-Cap Value ETF worth $346K as of Q3 2026.
  • Thrive Wealth Management bought 30 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $7.32K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #168 holding.
  • Thrive Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $388K in Q3 2025.
  • 550 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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