TWM
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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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. 230 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.
  • 230 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.