TWM
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Thrive Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Thrive Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$880K Sell
3,718
-43
-1% -$9.87K 0.11% 87
2026
Q1 		$809K Sell
3,761
-127
-3% -$28.3K 0.12% 91
2025
Q4 		$855K Buy
3,888
+76
+2% +$16.6K 0.13% 91
2025
Q3 		$822K Sell
3,812
-324
-8% -$68K 0.12% 93
2025
Q2 		$847K Buy
4,136
+1
+0% +$194 0.14% 91
2025
Q1 		$802K Sell
4,135
-105
-2% -$20.9K 0.15% 86
2024
Q4 		$830K Buy
4,240
+147
+4% +$29.3K 0.15% 84
2024
Q3 		$811K Sell
4,093
-120
-3% -$22.8K 0.15% 82
2024
Q2 		$769K Buy
4,213
+173
+4% +$31.1K 0.15% 83
2024
Q1 		$738K Sell
4,040
-156
-4% -$27.4K 0.15% 84
2023
Q4 		$715K Buy
4,196
+1
+0% +$161 0.16% 80
2023
Q3 		$652K Buy
4,195
+209
+5% +$33.9K 0.17% 79
2023
Q2 		$647K Buy
3,986
+752
+23% +$118K 0.17% 81
2023
Q1 		$498K Hold
3,234
– – 0.13% 100
2022
Q4 		$491K Buy
3,234
+340
+12% +$50.7K 0.14% 89
2022
Q3 		$391K Hold
2,894
– – 0.14% 95
2022
Q2 		$415K Buy
2,894
+1
+0% +$152 0.14% 87
2022
Q1 		$469K Sell
2,893
-17
-0.6% -$2.74K 0.14% 87
2021
Q4 		$500K Buy
+2,910
New +$480K 0.17% 72

Other funds holding VIG

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
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Thrive Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2026, selling an estimated $9.87K and leaving 3,718 shares worth $880K. The position accounts for 0.11% of the portfolio, ranked #87.

Thrive Wealth Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Thrive Wealth Management held 3,718 shares of Vanguard Dividend Appreciation ETF worth $880K as of Q2 2026.
  • Thrive Wealth Management sold 43 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.87K.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Thrive Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Thrive Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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