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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Thrive Wealth Management increased its Vanguard Morningstar 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. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Thrive Wealth Management held 6,782 shares of Vanguard Morningstar Mid-Cap ETF worth $546K as of Q2 2026.
Thrive Wealth Management bought 122 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.46K.
Vanguard Morningstar 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 Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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