Thrive Wealth Management
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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
Q3 		$318K Sell
2,018
-1,091
-35% -$173K 0.04% 186
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

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return
GoalFusion Wealth Management
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

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

Thrive Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 35% in Q3 2026, selling an estimated $173K and leaving 2,018 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #186.

Thrive Wealth Management first reported a position in VT in Q1 2025 and has held it in 7 quarters since. The position peaked at $572K in Q1 2026. 390 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Thrive Wealth Management held 2,018 shares of Vanguard Total World Stock ETF worth $318K as of Q3 2026.
  • Thrive Wealth Management sold 1,091 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $173K.
  • Vanguard Total World Stock ETF made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #186 holding.
  • Thrive Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 7 quarters since.
  • Thrive Wealth Management's Vanguard Total World Stock ETF position peaked at $572K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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