HWMG
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Hurlow Wealth Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hurlow Wealth Management Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.54M Sell
17,672
-25
-0.1% -$8.94K 1.36% 18
2026
Q1 		$5.68M Buy
17,697
+15
+0.1% +$5.03K 1.35% 18
2025
Q4 		$5.93M Sell
17,682
-1,273
-7% -$423K 1.45% 18
2025
Q3 		$6.22M Buy
18,955
+101
+0.5% +$31.9K 1.61% 18
2025
Q2 		$5.73M Sell
18,854
-543
-3% -$153K 1.62% 19
2025
Q1 		$5.33M Hold
19,397
– – 1.67% 18
2024
Q4 		$5.62M Sell
19,397
-930
-5% -$271K 1.76% 18
2024
Q3 		$5.76M Sell
20,327
-25
-0.1% -$6.82K 1.8% 18
2024
Q2 		$5.44M Sell
20,352
-43
-0.2% -$11.1K 1.87% 18
2024
Q1 		$5.3M Sell
20,395
-151
-0.7% -$37.4K 1.87% 17
2023
Q4 		$4.87M Sell
20,546
-34
-0.2% -$7.52K 1.85% 17
2023
Q3 		$4.37M Buy
20,580
+104
+0.5% +$23K 1.9% 15
2023
Q2 		$4.51M Sell
20,476
-26
-0.1% -$5.42K 1.93% 15
2023
Q1 		$4.18M Buy
20,502
+9
+0% +$1.8K 1.94% 15
2022
Q4 		$3.92M Hold
20,493
– – 2.04% 15
2022
Q3 		$3.68M Sell
20,493
-181
-0.9% -$36.1K 2.14% 14
2022
Q2 		$3.9M Sell
20,674
-50
-0.2% -$10.3K 2.25% 14
2022
Q1 		$4.72M Sell
20,724
-852
-4% -$192K 2.89% 9
2021
Q4 		$4.19M Buy
21,576
+923
+4% +$218K 3.28% 8
2021
Q3 		$4.59M Sell
20,653
-1
-0% -$228 2.73% 9
2021
Q2 		$4.6M Sell
20,654
-911
-4% -$198K 3.03% 8
2021
Q1 		$4.46M Sell
21,565
-11
-0.1% -$2.23K 3.21% 8
2020
Q4 		$4.2M Hold
21,576
– – 3.3% 8
2020
Q3 		$3.67M Hold
21,576
– – 3.37% 8
2020
Q2 		$3.44M Buy
21,576
+11
+0.1% +$1.62K 3.32% 8
2020
Q1 		$2.99M Sell
21,565
-312
-1% -$48.2K 3.2% 9
2019
Q4 		$3.64M Buy
21,877
+69
+0.3% +$10.8K 3.57% 9
2019
Q3 		$3.28M Hold
21,808
– – 3.49% 10
2019
Q2 		$3.34M Buy
21,808
+75
+0.3% +$11K 3.51% 9
2019
Q1 		$3.27M Sell
21,733
-1,458
-6% -$203K 3.51% 8
2018
Q4 		$3.14M Buy
+23,191
New +$3.2M 3.79% 7

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Hurlow Wealth Management Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.14% in Q2 2026, selling an estimated $8.94K and leaving 17,672 shares worth $6.54M. The position accounts for 1.36% of the portfolio, ranked #18.

Hurlow Wealth Management Group first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Hurlow Wealth Management Group held 17,672 shares of Vanguard Morningstar Total Stock Market ETF worth $6.54M as of Q2 2026.
  • Hurlow Wealth Management Group sold 25 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.94K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.36% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #18 holding.
  • Hurlow Wealth Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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