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Hurlow Wealth Management Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Hurlow Wealth Management Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.24M Hold
17,244
– – 0.29% 36
2025
Q4 		$1.25M Sell
17,244
-7,568
-31% -$551K 0.31% 36
2025
Q3 		$1.82M Buy
24,812
+252
+1% +$18.1K 0.47% 29
2025
Q2 		$1.72M Sell
24,560
-228
-0.9% -$15K 0.49% 29
2025
Q1 		$1.6M Sell
24,788
-2,096
-8% -$141K 0.5% 31
2024
Q4 		$1.78M Buy
26,884
+92
+0.3% +$6.25K 0.55% 30
2024
Q3 		$1.77M Buy
26,792
+188
+0.7% +$11.8K 0.55% 28
2024
Q2 		$1.61M Buy
26,604
+24
+0.1% +$1.46K 0.55% 28
2024
Q1 		$1.66M Buy
26,580
+1,548
+6% +$91.5K 0.59% 29
2023
Q4 		$1.46M Sell
25,032
-56
-0.2% -$2.99K 0.55% 31
2023
Q3 		$1.31M Sell
25,088
-828
-3% -$45.4K 0.57% 29
2023
Q2 		$1.43M Sell
25,916
-4
-0% -$210 0.61% 29
2023
Q1 		$1.37M Buy
25,920
+1,380
+6% +$73.4K 0.63% 29
2022
Q4 		$1.25M Hold
24,540
– – 0.65% 31
2022
Q3 		$1.15M Buy
24,540
+1,716
+8% +$89.7K 0.67% 27
2022
Q2 		$1.12M Sell
22,824
-1,804
-7% -$97.5K 0.65% 30
2022
Q1 		$1.46M Sell
24,628
-268
-1% -$15.7K 0.9% 24
2021
Q4 		$1.28M Buy
24,896
+796
+3% +$49.9K 1.01% 20
2021
Q3 		$1.43M Sell
24,100
-636
-3% -$38.4K 0.85% 23
2021
Q2 		$1.47M Sell
24,736
-488
-2% -$28.3K 0.97% 21
2021
Q1 		$1.4M Hold
25,224
– – 1.01% 19
2020
Q4 		$1.3M Buy
25,224
+1,916
+8% +$92.8K 1.02% 19
2020
Q3 		$1.03M Buy
23,308
+400
+2% +$17.4K 0.94% 21
2020
Q2 		$942K Sell
22,908
-544
-2% -$20.8K 0.91% 20
2020
Q1 		$831K Buy
23,452
+4,340
+23% +$180K 0.89% 26
2019
Q4 		$865K Buy
19,112
+2,004
+12% +$86.1K 0.85% 24
2019
Q3 		$712K Buy
17,108
+1,936
+13% +$80.9K 0.76% 28
2019
Q2 		$645K Sell
15,172
-712
-4% -$29.1K 0.68% 35
2019
Q1 		$662K Buy
15,884
+5,128
+48% +$197K 0.71% 32
2018
Q4 		$403K Buy
+10,756
New +$404K 0.49% 46

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Hurlow Wealth Management Group held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 17,244 shares worth $1.24M. The position accounts for 0.29% of the portfolio, ranked #36.

Hurlow Wealth Management Group first reported a position in VO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.82M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Hurlow Wealth Management Group held 17,244 shares of Vanguard Mid-Cap ETF worth $1.24M as of Q1 2026.
  • Hurlow Wealth Management Group left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.29% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #36 holding.
  • Hurlow Wealth Management Group first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's Vanguard Mid-Cap ETF position peaked at $1.82M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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