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Thrive Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Thrive Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7M Buy
193,880
+818
+0.4% +$68.8K 2.12% 6
2026
Q1 		$14.1M Buy
193,062
+11,130
+6% +$866K 2.1% 5
2025
Q4 		$14.8M Sell
181,932
-2,940
-2% -$239K 2.17% 5
2025
Q3 		$14.8M Sell
184,872
-228
-0.1% -$17.4K 2.23% 4
2025
Q2 		$13.5M Buy
185,100
+10,374
+6% +$683K 2.18% 4
2025
Q1 		$10.8M Sell
174,726
-13,890
-7% -$937K 2.06% 6
2024
Q4 		$12.9M Buy
188,616
+1,704
+0.9% +$114K 2.32% 5
2024
Q3 		$12M Sell
186,912
-2,370
-1% -$147K 2.19% 5
2024
Q2 		$11.8M Buy
189,282
+3,810
+2% +$222K 2.31% 4
2024
Q1 		$10.6M Sell
185,472
-8,508
-4% -$468K 2.2% 5
2023
Q4 		$10.1M Sell
193,980
-7,890
-4% -$381K 2.24% 5
2023
Q3 		$9.16M Sell
201,870
-3,162
-2% -$149K 2.44% 5
2023
Q2 		$9.67M Sell
205,032
-22,902
-10% -$993K 2.5% 4
2023
Q1 		$9.48M Buy
227,934
+25,134
+12% +$978K 2.43% 6
2022
Q4 		$7.2M Buy
202,800
+59,310
+41% +$2.18M 2.06% 7
2022
Q3 		$5.12M Buy
143,490
+27,432
+24% +$1.1M 1.79% 8
2022
Q2 		$4.31M Buy
116,058
+26,874
+30% +$1.1M 1.5% 10
2022
Q1 		$4.28M Buy
89,184
+42,672
+92% +$2.02M 1.26% 12
2021
Q4 		$2.49M Buy
+46,512
New +$2.42M 0.85% 15

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Thrive Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.42% in Q2 2026, buying an estimated $68.8K and bringing the position to 193,880 shares worth $16.7M. The position accounts for 2.12% of the portfolio, ranked #6.

Thrive Wealth Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Thrive Wealth Management held 193,880 shares of Vanguard Morningstar Growth ETF worth $16.7M as of Q2 2026.
  • Thrive Wealth Management bought 818 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $68.8K.
  • Vanguard Morningstar Growth ETF made up 2.12% of Thrive Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Thrive Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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