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Thrive Wealth Management, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thrive Wealth Management, LLC on VUG, newest first. How the timeline and the estimate are built.

Thrive Wealth Management, LLC held 193,880 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,880 shares
    Change vs previous 13F +161,703 shares

    2.15% of the 13F portfolio, value $16,700,820.

    13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,177 shares
    Change vs previous 13F +1,855 shares

    2.1% of the 13F portfolio, value $14,054,694.

    13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,322 shares
    Change vs previous 13F -490 shares

    2.17% of the 13F portfolio, value $14,792,697.

    13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,812 shares
    Change vs previous 13F -38 shares

    2.23% of the 13F portfolio, value $14,777,652.

    13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,850 shares
    Change vs previous 13F +1,729 shares

    2.18% of the 13F portfolio, value $13,524,554.

    13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,121 shares
    Change vs previous 13F -2,315 shares

    2.06% of the 13F portfolio, value $10,798,488.

    13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,436 shares
    Change vs previous 13F +284 shares

    2.32% of the 13F portfolio, value $12,902,582.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,152 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $11,959,997.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).