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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
Q2 		$11.4M Buy
16,561
+71
+0.4% +$47.3K 1.45% 8
2026
Q1 		$9.85M 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 		$9.86M Sell
16,097
-11
-0.1% -$6.48K 1.49% 9
2025
Q2 		$9.15M Sell
16,108
-19
-0.1% -$9.98K 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Thrive Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.43% in Q2 2026, buying an estimated $47.3K and bringing the position to 16,561 shares worth $11.4M. The position accounts for 1.45% of the portfolio, ranked #8.

Thrive Wealth Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Thrive Wealth Management held 16,561 shares of Vanguard S&P 500 ETF worth $11.4M as of Q2 2026.
  • Thrive Wealth Management bought 71 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $47.3K.
  • Vanguard S&P 500 ETF made up 1.45% of Thrive Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Thrive Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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