TWM
VO icon

Thrive Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Thrive Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$546K Buy
6,782
+122
+2% +$9.46K 0.07% 127
2026
Q1 		$478K Buy
6,660
+928
+16% +$68.9K 0.07% 125
2025
Q4 		$416K Buy
5,732
+2,052
+56% +$149K 0.06% 145
2025
Q3 		$270K Buy
3,680
+16
+0.4% +$1.15K 0.04% 195
2025
Q2 		$256K Buy
3,664
+8
+0.2% +$525 0.04% 198
2025
Q1 		$236K Buy
3,656
+24
+0.7% +$1.61K 0.05% 196
2024
Q4 		$240K Buy
3,632
+12
+0.3% +$815 0.04% 176
2024
Q3 		$239K Buy
3,620
+20
+0.6% +$1.26K 0.04% 195
2024
Q2 		$218K Hold
3,600
– – 0.04% 194
2024
Q1 		$225K Buy
+3,600
New +$213K 0.05% 195

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

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

Thrive Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 1.8% in Q2 2026, buying an estimated $9.46K and bringing the position to 6,782 shares worth $546K. The position accounts for 0.07% of the portfolio, ranked #127.

Thrive Wealth Management first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Thrive Wealth Management held 6,782 shares of Vanguard Mid-Cap ETF worth $546K as of Q2 2026.
  • Thrive Wealth Management bought 122 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $9.46K.
  • Vanguard Mid-Cap ETF made up 0.07% of Thrive Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Thrive Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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