TWM
VTI icon

Thrive Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Thrive Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.5M Buy
20,266
+542
+3% +$194K 0.95% 15
2026
Q1 		$6.33M Buy
19,724
+1,085
+6% +$364K 0.94% 16
2025
Q4 		$6.25M Sell
18,639
-90
-0.5% -$29.9K 0.92% 17
2025
Q3 		$6.15M Buy
18,729
+253
+1% +$79.9K 0.93% 17
2025
Q2 		$5.62M Buy
18,476
+22
+0.1% +$6.19K 0.91% 17
2025
Q1 		$5.07M Buy
18,454
+16,625
+909% +$4.83M 0.97% 12
2024
Q4 		$530K Buy
1,829
+84
+5% +$24.5K 0.1% 114
2024
Q3 		$494K Buy
1,745
+135
+8% +$36.8K 0.09% 117
2024
Q2 		$431K Buy
1,610
+41
+3% +$10.6K 0.08% 123
2024
Q1 		$408K Buy
1,569
+121
+8% +$29.9K 0.08% 130
2023
Q4 		$343K Sell
1,448
-29
-2% -$6.41K 0.08% 130
2023
Q3 		$314K Buy
1,477
+232
+19% +$51.4K 0.08% 128
2023
Q2 		$274K Sell
1,245
-267
-18% -$55.7K 0.07% 140
2023
Q1 		$309K Sell
1,512
-2,074
-58% -$415K 0.08% 133
2022
Q4 		$686K Buy
3,586
+145
+4% +$27.9K 0.2% 68
2022
Q3 		$618K Buy
3,441
+178
+5% +$35.5K 0.22% 68
2022
Q2 		$615K Buy
3,263
+2,188
+204% +$450K 0.21% 58
2022
Q1 		$245K Buy
+1,075
New +$242K 0.07% 137

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Thrive Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 2.7% in Q2 2026, buying an estimated $194K and bringing the position to 20,266 shares worth $7.5M. The position accounts for 0.95% of the portfolio, ranked #15.

Thrive Wealth Management first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Thrive Wealth Management held 20,266 shares of Vanguard Total Stock Market ETF worth $7.5M as of Q2 2026.
  • Thrive Wealth Management bought 542 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $194K.
  • Vanguard Total Stock Market ETF made up 0.95% of Thrive Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Thrive Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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