Hurlow Wealth Management Group’s Vanguard Morningstar 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 Q2	$1.39M	Hold	17,244	–	–	0.29%	35
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Hurlow Wealth Management Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 17,244 shares worth $1.39M. The position accounts for 0.29% of the portfolio, ranked #35.

Hurlow Wealth Management Group first reported a position in VO in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.82M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Hurlow Wealth Management Group held 17,244 shares of Vanguard Morningstar Mid-Cap ETF worth $1.39M as of Q2 2026.
Hurlow Wealth Management Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.29% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #35 holding.
Hurlow Wealth Management Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Hurlow Wealth Management Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.82M in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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