Ownership history in Thrive Wealth Management, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Thrive Wealth Management, LLC reported a position in VANGUARD INDEX FDS (VUG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 30,322 | -490 | -1.6% | 2.17% | $14.8M | $487.86 |
| 2025 Q3 | REDUCED | 30,812 | -38 | -0.1% | 2.23% | $14.8M | $479.12 |
| 2025 Q2 | ADDED | 30,850 | +1,729 | +5.9% | 2.18% | $13.5M | $437.49 |
| 2025 Q1 | REDUCED | 29,121 | -2,315 | -7.4% | 2.06% | $10.8M | $369.62 |
| 2024 Q4 | ADDED | 31,436 | +284 | +0.9% | 2.32% | $12.9M | $408.58 |
| 2024 Q3 | REDUCED | 31,152 | -395 | -1.3% | 2.19% | $12.0M | $381.70 |
| 2024 Q2 | ADDED | 31,547 | +635 | +2.1% | 2.31% | $11.8M | $371.40 |
| 2024 Q1 | REDUCED | 30,912 | -1,418 | -4.4% | 2.20% | $10.6M | $341.38 |
| 2023 Q4 | REDUCED | 32,330 | -1,315 | -3.9% | 2.24% | $10.1M | $307.92 |
| 2023 Q3 | REDUCED | 33,645 | -527 | -1.5% | 2.44% | $9.2M | $269.20 |
As of 2025 Q4 — sorted by position size