Thrive Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1847610
AUDUBON, PA
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$8,890,612
+$39,058 QoQ
Shares Held
33,944
-1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,890,612 | 33,944 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $8,851,554 | 34,315 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $8,181,204 | 32,174 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $7,740,240 | 32,662 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,666,063 | 21,042 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $4,791,183 | 19,940 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,760,330 | 20,068 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $4,370,829 | 20,046 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,490,879 | 19,646 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,097,307 | 23,894 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $622,607 | 3,293 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $651,762 | 3,277 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,532,142 | 13,358 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $2,426,949 | 13,223 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,673,545 | 15,643 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,693,778 | 15,296 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,585,424 | 16,871 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,004,708 | 8,870 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||