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

Hurlow Wealth Management Group’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$392K	Hold	1,072	–	–	0.08%	79
2026 Q1	$324K	Hold	1,072	–	–	0.08%	88
2025 Q4	$324K	Hold	1,072	–	–	0.08%	87
2025 Q3	$319K	Hold	1,072	–	–	0.08%	85
2025 Q2	$297K	Sell	1,072 -14	-1%	-$3.6K	0.08%	94
2025 Q1	$273K	Hold	1,086	–	–	0.09%	101
2024 Q4	$304K	Hold	1,086	–	–	0.1%	89
2024 Q3	$290K	Buy	1,086 +124	+13%	+$31.8K	0.09%	96
2024 Q2	$241K	Buy	+962	New	+$240K	0.08%	102

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Hurlow Wealth Management Group held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 1,072 shares worth $392K. The position accounts for 0.08% of the portfolio, ranked #79.

Hurlow Wealth Management Group first reported a position in VBK in Q2 2024 and has held it in 9 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Hurlow Wealth Management Group held 1,072 shares of Vanguard Morningstar Small-Cap Growth ETF worth $392K as of Q2 2026.
Hurlow Wealth Management Group left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #79 holding.
Hurlow Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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