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Hurlow Wealth Management Group’s Vanguard Total World Stock ETF VT Stock Holding History

Hurlow Wealth Management Group’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$218K Buy
+1,387
New +$212K 0.05% 121
2025
Q4 		– Sell
-2,309
Closed -$318K – 126
2025
Q3 		$318K Sell
2,309
-109
-5% -$14.5K 0.08% 86
2025
Q2 		$311K Buy
2,418
+52
+2% +$6.22K 0.09% 91
2025
Q1 		$274K Buy
2,366
+458
+24% +$54.8K 0.09% 100
2024
Q4 		$224K Buy
1,908
+80
+4% +$9.6K 0.07% 112
2024
Q3 		$219K Buy
+1,828
New +$210K 0.07% 114

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Hurlow Wealth Management Group opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,387 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #121 among its holdings. This is a return to the name: Hurlow Wealth Management Group previously reported a position in VT as recently as Q3 2025.

Hurlow Wealth Management Group first reported a position in VT in Q3 2024 and has held it in 6 quarters since. The position peaked at $318K in Q3 2025. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Hurlow Wealth Management Group held 1,387 shares of Vanguard Total World Stock ETF worth $218K as of Q2 2026.
  • Vanguard Total World Stock ETF was a new Hurlow Wealth Management Group position in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.05% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #121 holding.
  • Hurlow Wealth Management Group first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 6 quarters since.
  • Hurlow Wealth Management Group's Vanguard Total World Stock ETF position peaked at $318K in Q3 2025.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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