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Hurlow Wealth Management Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Hurlow Wealth Management Group’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Sell
14,604
-18
-0.1% -$3.76K 0.66% 26
2026
Q1 		$2.87M Buy
14,622
+1,270
+10% +$254K 0.68% 27
2025
Q4 		$2.55M Sell
13,352
-358
-3% -$67.3K 0.62% 27
2025
Q3 		$2.56M Sell
13,710
-1,178
-8% -$213K 0.66% 26
2025
Q2 		$2.63M Sell
14,888
-670
-4% -$113K 0.74% 27
2025
Q1 		$2.69M Sell
15,558
-842
-5% -$147K 0.84% 25
2024
Q4 		$2.78M Sell
16,400
-836
-5% -$147K 0.87% 25
2024
Q3 		$3.01M Sell
17,236
-18
-0.1% -$3.01K 0.94% 25
2024
Q2 		$2.77M Buy
17,254
+1,095
+7% +$175K 0.95% 25
2024
Q1 		$2.63M Sell
16,159
-356
-2% -$54.9K 0.93% 25
2023
Q4 		$2.47M Sell
16,515
-738
-4% -$104K 0.94% 25
2023
Q3 		$2.38M Sell
17,253
-318
-2% -$45.6K 1.04% 23
2023
Q2 		$2.5M Sell
17,571
-121
-0.7% -$16.8K 1.07% 22
2023
Q1 		$2.44M Buy
17,692
+120
+0.7% +$16.8K 1.13% 20
2022
Q4 		$2.47M Buy
17,572
+68
+0.4% +$9.37K 1.28% 19
2022
Q3 		$2.16M Sell
17,504
-4
-0% -$541 1.26% 20
2022
Q2 		$2.31M Hold
17,508
– – 1.33% 18
2022
Q1 		$2.59M Sell
17,508
-2,928
-14% -$427K 1.59% 15
2021
Q4 		$2.41M Buy
20,436
+1,061
+5% +$152K 1.89% 14
2021
Q3 		$2.62M Sell
19,375
-323
-2% -$45K 1.56% 15
2021
Q2 		$2.71M Sell
19,698
-738
-4% -$101K 1.78% 13
2021
Q1 		$2.69M Sell
20,436
-820
-4% -$103K 1.94% 13
2020
Q4 		$2.53M Sell
21,256
-358
-2% -$40.3K 1.99% 12
2020
Q3 		$2.26M Sell
21,614
-1,127
-5% -$118K 2.07% 12
2020
Q2 		$2.29M Sell
22,741
-2,823
-11% -$277K 2.21% 11
2020
Q1 		$2.43M Sell
25,564
-763
-3% -$83.7K 2.6% 11
2019
Q4 		$3.16M Sell
26,327
-270
-1% -$31.2K 3.1% 10
2019
Q3 		$2.94M Buy
26,597
+5
+0% +$553 3.12% 11
2019
Q2 		$2.99M Sell
26,592
-2,404
-8% -$262K 3.15% 11
2019
Q1 		$3.23M Sell
28,996
-346
-1% -$36.4K 3.46% 10
2018
Q4 		$3.02M Buy
+29,342
New +$3.09M 3.65% 8

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Hurlow Wealth Management Group reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.12% in Q2 2026, selling an estimated $3.76K and leaving 14,604 shares worth $3.18M. The position accounts for 0.66% of the portfolio, ranked #26.

Hurlow Wealth Management Group first reported a position in VTV in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.23M in Q1 2019. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Hurlow Wealth Management Group held 14,604 shares of Vanguard Morningstar Value ETF worth $3.18M as of Q2 2026.
  • Hurlow Wealth Management Group sold 18 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $3.76K.
  • Vanguard Morningstar Value ETF made up 0.66% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #26 holding.
  • Hurlow Wealth Management Group first reported a position in Vanguard Morningstar Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Hurlow Wealth Management Group's Vanguard Morningstar Value ETF position peaked at $3.23M in Q1 2019.
  • 2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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