HWMG
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Hurlow Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hurlow Wealth Management Group’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.48M Sell
25,478
-1,213
-5% -$270K 1.3% 19
2025
Q4 		$5.87M Sell
26,691
-1,187
-4% -$259K 1.44% 19
2025
Q3 		$6.02M Sell
27,878
-3,109
-10% -$653K 1.56% 19
2025
Q2 		$6.34M Sell
30,987
-1,347
-4% -$261K 1.79% 17
2025
Q1 		$6.27M Sell
32,334
-2,036
-6% -$405K 1.96% 17
2024
Q4 		$6.73M Sell
34,370
-1,239
-3% -$247K 2.1% 16
2024
Q3 		$7.05M Sell
35,609
-930
-3% -$177K 2.2% 14
2024
Q2 		$6.67M Sell
36,539
-794
-2% -$143K 2.29% 14
2024
Q1 		$6.82M Sell
37,333
-911
-2% -$160K 2.41% 14
2023
Q4 		$6.52M Buy
38,244
+81
+0.2% +$13K 2.47% 14
2023
Q3 		$5.93M Buy
38,163
+47
+0.1% +$7.62K 2.58% 12
2023
Q2 		$6.19M Buy
38,116
+1,953
+5% +$306K 2.65% 12
2023
Q1 		$5.57M Buy
36,163
+5,275
+17% +$808K 2.58% 13
2022
Q4 		$4.69M Buy
30,888
+1,758
+6% +$262K 2.44% 12
2022
Q3 		$3.94M Buy
29,130
+1,325
+5% +$197K 2.3% 13
2022
Q2 		$3.99M Buy
27,805
+2,288
+9% +$348K 2.3% 13
2022
Q1 		$4.14M Buy
25,517
+1,497
+6% +$242K 2.54% 11
2021
Q4 		$3.29M Sell
24,020
-286
-1% -$47.1K 2.58% 11
2021
Q3 		$3.73M Sell
24,306
-134
-0.5% -$21.4K 2.22% 12
2021
Q2 		$3.78M Sell
24,440
-121
-0.5% -$18.6K 2.49% 11
2021
Q1 		$3.61M Buy
24,561
+1,140
+5% +$162K 2.6% 10
2020
Q4 		$3.31M Buy
23,421
+2,376
+11% +$322K 2.6% 9
2020
Q3 		$2.71M Buy
21,045
+640
+3% +$80.5K 2.48% 9
2020
Q2 		$2.42M Buy
20,405
+8,766
+75% +$998K 2.34% 10
2020
Q1 		$1.29M Buy
11,639
+6
+0.1% +$716 1.38% 17
2019
Q4 		$1.47M Sell
11,633
-272
-2% -$32.9K 1.44% 16
2019
Q3 		$1.41M Buy
11,905
+331
+3% +$39K 1.5% 14
2019
Q2 		$1.37M Hold
11,574
– – 1.44% 17
2019
Q1 		$1.32M Sell
11,574
-738
-6% -$77.8K 1.41% 17
2018
Q4 		$1.26M Buy
+12,312
New +$1.28M 1.52% 16

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hurlow Wealth Management Group's VIG Position: Q1 2026 in Review

Hurlow Wealth Management Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.5% in Q1 2026, selling an estimated $270K and leaving 25,478 shares worth $5.48M. The position accounts for 1.3% of the portfolio, ranked #19.

Hurlow Wealth Management Group first reported a position in VIG in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.05M in Q3 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Hurlow Wealth Management Group held 25,478 shares of Vanguard Dividend Appreciation ETF worth $5.48M as of Q1 2026.
  • Hurlow Wealth Management Group sold 1,213 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $270K.
  • Vanguard Dividend Appreciation ETF made up 1.3% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #19 holding.
  • Hurlow Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $7.05M in Q3 2024.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.