Thrive Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Thrive Wealth Management’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$488K	Sell	3,109 -1,027	-25%	-$157K	0.06%	139
2026 Q1	$572K	Buy	4,136 +1,670	+68%	+$240K	0.09%	112
2025 Q4	$348K	Sell	2,466 -79	-3%	-$11K	0.05%	160
2025 Q3	$351K	Buy	2,545 +149	+6%	+$19.8K	0.05%	167
2025 Q2	$308K	Buy	2,396 +240	+11%	+$28.7K	0.05%	172
2025 Q1	$250K	Buy	+2,156	New	+$258K	0.05%	187

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Thrive Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 25% in Q2 2026, selling an estimated $157K and leaving 3,109 shares worth $488K. The position accounts for 0.06% of the portfolio, ranked #139.

Thrive Wealth Management first reported a position in VT in Q1 2025 and has held it in 6 quarters since. The position peaked at $572K in Q1 2026. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Thrive Wealth Management held 3,109 shares of Vanguard Total World Stock ETF worth $488K as of Q2 2026.
Thrive Wealth Management sold 1,027 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $157K.
Vanguard Total World Stock ETF made up 0.06% of Thrive Wealth Management's portfolio in Q2 2026, its #139 holding.
Thrive Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 6 quarters since.
Thrive Wealth Management's Vanguard Total World Stock ETF position peaked at $572K in Q1 2026.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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