Thrive Wealth Management’s Vanguard Morningstar 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Thrive Wealth Management sold out of Vanguard Morningstar 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. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Thrive Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Thrive Wealth Management sold 903 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $270K.
Thrive Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and held it in 13 quarters.
Thrive Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $288K in Q3 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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