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Thryve Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Thryve Wealth Management’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$659K Sell
3,006
-1,798
-37% -$388K 0.37% 22
2026
Q1 		$979K Sell
4,804
-955
-17% -$200K 0.65% 20
2025
Q4 		$1.18M Buy
+5,759
New +$1.17M 0.58% 26

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Thryve Wealth Management's VOOV Position: Q2 2026 in Review

Thryve Wealth Management reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 37% in Q2 2026, selling an estimated $388K and leaving 3,006 shares worth $659K. The position accounts for 0.37% of the portfolio, ranked #22.

Thryve Wealth Management first reported a position in VOOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q4 2025. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Thryve Wealth Management held 3,006 shares of Vanguard S&P 500 Value ETF worth $659K as of Q2 2026.
  • Thryve Wealth Management sold 1,798 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $388K.
  • Vanguard S&P 500 Value ETF made up 0.37% of Thryve Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Thryve Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Thryve Wealth Management's Vanguard S&P 500 Value ETF position peaked at $1.18M in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Thryve Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.