Hurlow Wealth Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$799K	Buy	1,163 +2	+0.2%	+$1.33K	0.17%	48
2026 Q1	$694K	Buy	1,161 +331	+40%	+$207K	0.17%	46
2025 Q4	$520K	Buy	830 +12	+1%	+$7.46K	0.13%	54
2025 Q3	$501K	Sell	818 -5	-0.6%	-$2.95K	0.13%	57
2025 Q2	$468K	Buy	823 +65	+9%	+$34.2K	0.13%	66
2025 Q1	$390K	Sell	758 -409	-35%	-$221K	0.12%	80
2024 Q4	$629K	Buy	1,167 +94	+9%	+$50.9K	0.2%	50
2024 Q3	$566K	Sell	1,073 -21	-2%	-$10.7K	0.18%	59
2024 Q2	$547K	Hold	1,094	–	–	0.19%	56
2024 Q1	$526K	Buy	1,094 +58	+6%	+$26.5K	0.19%	62
2023 Q4	$453K	Sell	1,036 -17	-2%	-$6.96K	0.17%	65
2023 Q3	$414K	Buy	1,053 +490	+87%	+$200K	0.18%	69
2023 Q2	$229K	Hold	563	–	–	0.1%	98
2023 Q1	$212K	Buy	+563	New	+$206K	0.1%	100

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Hurlow Wealth Management Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.17% in Q2 2026, buying an estimated $1.33K and bringing the position to 1,163 shares worth $799K. The position accounts for 0.17% of the portfolio, ranked #48.

Hurlow Wealth Management Group first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Hurlow Wealth Management Group held 1,163 shares of Vanguard S&P 500 ETF worth $799K as of Q2 2026.
Hurlow Wealth Management Group bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 0.17% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #48 holding.
Hurlow Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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