HWMG
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Hurlow Wealth Management Group’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Hurlow Wealth Management Group increased its Vanguard Total Stock Market ETF (VTI) stake by 0.08% in Q1 2026, buying an estimated $5.03K and bringing the position to 17,697 shares worth $5.68M. The position accounts for 1.35% of the portfolio, ranked #18.

Hurlow Wealth Management Group first reported a position in VTI in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.22M in Q3 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Hurlow Wealth Management Group held 17,697 shares of Vanguard Total Stock Market ETF worth $5.68M as of Q1 2026.
  • Hurlow Wealth Management Group bought 15 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $5.03K.
  • Vanguard Total Stock Market ETF made up 1.35% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #18 holding.
  • Hurlow Wealth Management Group first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's Vanguard Total Stock Market ETF position peaked at $6.22M in Q3 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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