Thrive Wealth Management
VO icon

Thrive Wealth Management’s Vanguard Morningstar 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
Q3 		$545K Buy
6,950
+168
+2% +$13.7K 0.07% 122
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

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MassMutual Private Wealth & Trust
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Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

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

Thrive Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.5% in Q3 2026, buying an estimated $13.7K and bringing the position to 6,950 shares worth $545K. The position accounts for 0.07% of the portfolio, ranked #122.

Thrive Wealth Management first reported a position in VO in Q1 2024 and has held it in 11 quarters since. The position peaked at $546K in Q2 2026. 691 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Thrive Wealth Management held 6,950 shares of Vanguard Morningstar Mid-Cap ETF worth $545K as of Q3 2026.
  • Thrive Wealth Management bought 168 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $13.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Thrive Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Thrive Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 11 quarters since.
  • Thrive Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $546K in Q2 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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