Thrive Wealth Management
VOO icon

Thrive Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Thrive Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.9M Buy
17,026
+465
+3% +$325K 1.48% 7
2026
Q2 		$11.4M Buy
16,561
+71
+0.4% +$47.3K 1.45% 8
2026
Q1 		$9.9M Buy
16,490
+435
+3% +$272K 1.47% 8
2025
Q4 		$10.1M Sell
16,055
-42
-0.3% -$26.1K 1.48% 8
2025
Q3 		$9.9M Sell
16,097
-11
-0.1% -$6.48K 1.49% 9
2025
Q2 		$9.15M Sell
16,108
-19
-0.1% -$10K 1.48% 10
2025
Q1 		$8.29M Sell
16,127
-1,211
-7% -$655K 1.58% 7
2024
Q4 		$9.34M Sell
17,338
-2
-0% -$1.08K 1.68% 8
2024
Q3 		$9.15M Sell
17,340
-104
-0.6% -$52.9K 1.68% 8
2024
Q2 		$8.72M Sell
17,444
-45
-0.3% -$21.7K 1.71% 8
2024
Q1 		$8.41M Sell
17,489
-480
-3% -$220K 1.74% 7
2023
Q4 		$7.85M Sell
17,969
-588
-3% -$241K 1.75% 10
2023
Q3 		$7.29M Sell
18,557
-115
-0.6% -$47K 1.94% 7
2023
Q2 		$7.6M Sell
18,672
-1,114
-6% -$430K 1.97% 7
2023
Q1 		$7.44M Buy
19,786
+5,284
+36% +$1.94M 1.91% 9
2022
Q4 		$5.1M Buy
14,502
+6,337
+78% +$2.24M 1.46% 13
2022
Q3 		$2.68M Buy
8,165
+1,566
+24% +$572K 0.94% 15
2022
Q2 		$2.29M Sell
6,599
-425
-6% -$160K 0.8% 21
2022
Q1 		$2.92M Buy
7,024
+61
+0.9% +$25K 0.86% 19
2021
Q4 		$3.04M Buy
+6,963
New +$2.94M 1.04% 10

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

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

Thrive Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q3 2026, buying an estimated $325K and bringing the position to 17,026 shares worth $11.9M. The position accounts for 1.48% of the portfolio, ranked #7.

Thrive Wealth Management first reported a position in VOO in Q4 2021 and has held it in 20 quarters since. 940 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Thrive Wealth Management held 17,026 shares of Vanguard S&P 500 ETF worth $11.9M as of Q3 2026.
  • Thrive Wealth Management bought 465 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $325K.
  • Vanguard S&P 500 ETF made up 1.48% of Thrive Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Thrive Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • 940 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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