Thrive Wealth Management
VTI icon

Thrive Wealth Management’s Vanguard Morningstar 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
Q3 		$7.92M Buy
21,154
+888
+4% +$333K 0.98% 16
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

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

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

Thrive Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.4% in Q3 2026, buying an estimated $333K and bringing the position to 21,154 shares worth $7.92M. The position accounts for 0.98% of the portfolio, ranked #16.

Thrive Wealth Management first reported a position in VTI in Q1 2022 and has held it in 19 quarters since. 893 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Thrive Wealth Management held 21,154 shares of Vanguard Morningstar Total Stock Market ETF worth $7.92M as of Q3 2026.
  • Thrive Wealth Management bought 888 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $333K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.98% of Thrive Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Thrive Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 19 quarters since.
  • 893 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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