HWMG
VB icon

Hurlow Wealth Management Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hurlow Wealth Management Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.3M Sell
86,672
-854
-1% -$245K 5.47% 6
2026
Q1 		$22.9M Buy
87,526
+77
+0.1% +$20.8K 5.46% 6
2025
Q4 		$22.6M Buy
87,449
+908
+1% +$233K 5.52% 6
2025
Q3 		$22M Buy
86,541
+2,828
+3% +$701K 5.7% 5
2025
Q2 		$19.8M Buy
83,713
+373
+0.4% +$83.2K 5.6% 5
2025
Q1 		$18.5M Buy
83,340
+2,568
+3% +$613K 5.78% 4
2024
Q4 		$19.4M Sell
80,772
-521
-0.6% -$128K 6.06% 4
2024
Q3 		$19.3M Buy
81,293
+1,530
+2% +$348K 6.01% 4
2024
Q2 		$17.4M Buy
79,763
+871
+1% +$191K 5.97% 4
2024
Q1 		$18M Sell
78,892
-306
-0.4% -$65.8K 6.37% 4
2023
Q4 		$16.9M Buy
79,198
+122
+0.2% +$23.5K 6.4% 4
2023
Q3 		$15M Buy
79,076
+981
+1% +$195K 6.51% 4
2023
Q2 		$15.5M Buy
78,095
+3,162
+4% +$598K 6.64% 4
2023
Q1 		$14.2M Buy
74,933
+4,472
+6% +$867K 6.57% 4
2022
Q4 		$12.9M Buy
70,461
+1,229
+2% +$228K 6.73% 4
2022
Q3 		$11.8M Buy
69,232
+2,581
+4% +$487K 6.9% 4
2022
Q2 		$11.7M Buy
66,651
+1,904
+3% +$368K 6.76% 4
2022
Q1 		$13.8M Buy
64,747
+6,998
+12% +$1.47M 8.44% 3
2021
Q4 		$11.5M Sell
57,749
-1,890
-3% -$429K 9% 2
2021
Q3 		$13M Buy
59,639
+426
+0.7% +$94.7K 7.75% 3
2021
Q2 		$13.3M Buy
59,213
+2,376
+4% +$527K 8.78% 2
2021
Q1 		$12.2M Sell
56,837
-2,193
-4% -$462K 8.78% 2
2020
Q4 		$11.5M Sell
59,030
-1,424
-2% -$251K 9.02% 2
2020
Q3 		$9.3M Sell
60,454
-28
-0% -$4.3K 8.52% 2
2020
Q2 		$8.67M Buy
60,482
+6,700
+12% +$900K 8.37% 2
2020
Q1 		$6.48M Buy
53,782
+18,959
+54% +$2.85M 6.94% 2
2019
Q4 		$5.83M Buy
34,823
+1,169
+3% +$186K 5.71% 3
2019
Q3 		$5.13M Sell
33,654
-249
-0.7% -$38.6K 5.46% 4
2019
Q2 		$5.33M Buy
33,903
+1,670
+5% +$258K 5.61% 3
2019
Q1 		$5.1M Sell
32,233
-90
-0.3% -$13.4K 5.48% 3
2018
Q4 		$4.69M Buy
+32,323
New +$4.71M 5.66% 3

Other funds holding VB

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Hurlow Wealth Management Group's VB Position: Q2 2026 in Review

Hurlow Wealth Management Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.98% in Q2 2026, selling an estimated $245K and leaving 86,672 shares worth $26.3M. The position accounts for 5.47% of the portfolio, ranked #6.

Hurlow Wealth Management Group first reported a position in VB in Q4 2018 and has held it in 31 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Hurlow Wealth Management Group held 86,672 shares of Vanguard Morningstar Small-Cap ETF worth $26.3M as of Q2 2026.
  • Hurlow Wealth Management Group sold 854 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $245K.
  • Vanguard Morningstar Small-Cap ETF made up 5.47% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #6 holding.
  • Hurlow Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.