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Thrive Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Thrive Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-903
Closed -$270K – 269
2026
Q1 		$270K Buy
903
+1
+0.1% +$313 0.04% 191
2025
Q4 		$284K Sell
902
-33
-4% -$10.3K 0.04% 185
2025
Q3 		$288K Sell
935
-33
-3% -$9.77K 0.04% 188
2025
Q2 		$276K Sell
968
-1
-0.1% -$263 0.04% 189
2025
Q1 		$249K Sell
969
-54
-5% -$14.6K 0.05% 189
2024
Q4 		$276K Sell
1,023
-4
-0.4% -$1.08K 0.05% 163
2024
Q3 		$270K Buy
1,027
+13
+1% +$3.3K 0.05% 176
2024
Q2 		$253K Sell
1,014
-17
-2% -$4.08K 0.05% 182
2024
Q1 		$247K Buy
1,031
+25
+2% +$5.72K 0.05% 181
2023
Q4 		$220K Buy
+1,006
New +$206K 0.05% 179
2023
Q3 		– Sell
-1,035
Closed -$210K – 183
2023
Q2 		$210K Buy
+1,035
New +$198K 0.05% 172
2022
Q2 		– Sell
-1,047
Closed -$218K – 166
2022
Q1 		$218K Buy
1,047
+119
+13% +$24.4K 0.06% 145
2021
Q4 		$205K Buy
+928
New +$199K 0.07% 139

Other funds holding VV

MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

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

Thrive Wealth Management sold out of Vanguard Large-Cap ETF (VV) in Q2 2026, closing a stake of 903 shares — an estimated $270K sold.

Thrive Wealth Management first reported a position in VV in Q4 2021 and held it in 13 quarters. The position peaked at $288K in Q3 2025. 279 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Thrive Wealth Management reported no remaining Vanguard Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Thrive Wealth Management sold 903 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $270K.
  • Thrive Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2021 and held it in 13 quarters.
  • Thrive Wealth Management's Vanguard Large-Cap ETF position peaked at $288K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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