HWMG
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Hurlow Wealth Management Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hurlow Wealth Management Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.9M Sell
149,351
-349
-0.2% -$29.4K 2.68% 8
2026
Q1 		$10.9M Sell
149,700
-4,356
-3% -$339K 2.59% 11
2025
Q4 		$12.5M Sell
154,056
-8,724
-5% -$708K 3.07% 7
2025
Q3 		$13M Sell
162,780
-18,420
-10% -$1.41M 3.37% 7
2025
Q2 		$13.2M Sell
181,200
-15,942
-8% -$1.05M 3.74% 6
2025
Q1 		$12.2M Sell
197,142
-708
-0.4% -$47.7K 3.81% 7
2024
Q4 		$13.5M Sell
197,850
-7,716
-4% -$518K 4.23% 7
2024
Q3 		$13.2M Buy
205,566
+642
+0.3% +$39.8K 4.1% 7
2024
Q2 		$12.8M Sell
204,924
-1,362
-0.7% -$79.4K 4.38% 6
2024
Q1 		$11.8M Sell
206,286
-1,812
-0.9% -$99.6K 4.18% 6
2023
Q4 		$10.8M Sell
208,098
-4,434
-2% -$214K 4.08% 7
2023
Q3 		$9.65M Sell
212,532
-210
-0.1% -$9.92K 4.2% 7
2023
Q2 		$10M Buy
212,742
+1,008
+0.5% +$43.7K 4.29% 7
2023
Q1 		$8.8M Sell
211,734
-174
-0.1% -$6.77K 4.07% 7
2022
Q4 		$7.53M Sell
211,908
-582
-0.3% -$21.4K 3.92% 7
2022
Q3 		$7.58M Buy
212,490
+792
+0.4% +$31.8K 4.42% 7
2022
Q2 		$7.86M Buy
211,698
+66
+0% +$2.71K 4.53% 7
2022
Q1 		$10.1M Sell
211,632
-5,346
-2% -$253K 6.22% 4
2021
Q4 		$9.07M Buy
216,978
+2,262
+1% +$118K 7.12% 4
2021
Q3 		$10.4M Sell
214,716
-228
-0.1% -$11.3K 6.17% 5
2021
Q2 		$10.3M Sell
214,944
-156
-0.1% -$7.08K 6.76% 4
2021
Q1 		$9.21M Sell
215,100
-1,878
-0.9% -$80.3K 6.65% 4
2020
Q4 		$9.16M Buy
216,978
+1,044
+0.5% +$41.7K 7.19% 4
2020
Q3 		$8.19M Sell
215,934
-8,130
-4% -$300K 7.51% 4
2020
Q2 		$7.77M Hold
224,064
– – 7.5% 4
2020
Q1 		$6.4M Sell
224,064
-2,646
-1% -$79.2K 6.85% 3
2019
Q4 		$7.13M Sell
226,710
-864
-0.4% -$25K 6.98% 2
2019
Q3 		$6.35M Sell
227,574
-3,696
-2% -$103K 6.75% 2
2019
Q2 		$6.5M Sell
231,270
-1,152
-0.5% -$30.8K 6.83% 2
2019
Q1 		$6.34M Sell
232,422
-2,574
-1% -$63.5K 6.81% 2
2018
Q4 		$5.58M Buy
+234,996
New +$5.69M 6.73% 2

Other funds holding VUG

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Hurlow Wealth Management Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.23% in Q2 2026, selling an estimated $29.4K and leaving 149,351 shares worth $12.9M. The position accounts for 2.68% of the portfolio, ranked #8.

Hurlow Wealth Management Group first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.5M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Hurlow Wealth Management Group held 149,351 shares of Vanguard Morningstar Growth ETF worth $12.9M as of Q2 2026.
  • Hurlow Wealth Management Group sold 349 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $29.4K.
  • Vanguard Morningstar Growth ETF made up 2.68% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #8 holding.
  • Hurlow Wealth Management Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Hurlow Wealth Management Group's Vanguard Morningstar Growth ETF position peaked at $13.5M in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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