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Hurlow Wealth Management Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Hurlow Wealth Management Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.8M Buy
194,273
+4,699
+2% +$1.57M 13.9% 1
2026
Q1 		$56.7M Buy
189,574
+10,444
+6% +$3.27M 13.49% 1
2025
Q4 		$56.4M Buy
179,130
+6,343
+4% +$1.98M 13.8% 1
2025
Q3 		$53.2M Buy
172,787
+23,673
+16% +$7.01M 13.78% 1
2025
Q2 		$42.5M Buy
149,114
+5,707
+4% +$1.5M 12.02% 1
2025
Q1 		$36.9M Buy
143,407
+4,474
+3% +$1.21M 11.52% 1
2024
Q4 		$37.5M Sell
138,933
-970
-0.7% -$263K 11.7% 1
2024
Q3 		$36.8M Buy
139,903
+6,438
+5% +$1.63M 11.49% 1
2024
Q2 		$33.3M Buy
133,465
+516
+0.4% +$124K 11.44% 1
2024
Q1 		$31.9M Sell
132,949
-240
-0.2% -$54.9K 11.25% 1
2023
Q4 		$29.1M Sell
133,189
-852
-0.6% -$174K 11% 1
2023
Q3 		$26.2M Buy
134,041
+2,802
+2% +$571K 11.42% 1
2023
Q2 		$26.6M Buy
131,239
+1,092
+0.8% +$209K 11.37% 1
2023
Q1 		$24.3M Buy
130,147
+12,691
+11% +$2.31M 11.24% 1
2022
Q4 		$20.5M Buy
117,456
+196
+0.2% +$34.4K 10.65% 1
2022
Q3 		$19.2M Buy
117,260
+12,751
+12% +$2.32M 11.18% 1
2022
Q2 		$18M Buy
104,509
+3,319
+3% +$623K 10.38% 1
2022
Q1 		$21.1M Buy
101,190
+13,255
+15% +$2.72M 12.94% 1
2021
Q4 		$15.3M Sell
87,935
-9,007
-9% -$1.93M 12.02% 1
2021
Q3 		$19.5M Buy
96,942
+177
+0.2% +$36.6K 11.58% 1
2021
Q2 		$19.4M Buy
96,765
+6,148
+7% +$1.2M 12.79% 1
2021
Q1 		$16.8M Buy
90,617
+4,093
+5% +$742K 12.11% 1
2020
Q4 		$15.2M Buy
86,524
+2,818
+3% +$468K 11.94% 1
2020
Q3 		$13.1M Buy
83,706
+415
+0.5% +$64K 12% 1
2020
Q2 		$12.2M Buy
83,291
+19,096
+30% +$2.58M 11.75% 1
2020
Q1 		$8.21M Buy
64,195
+12,375
+24% +$1.74M 8.79% 1
2019
Q4 		$7.8M Buy
51,820
+1,451
+3% +$205K 7.64% 1
2019
Q3 		$6.85M Sell
50,369
-5,926
-11% -$804K 7.28% 1
2019
Q2 		$7.76M Buy
56,295
+2,250
+4% +$298K 8.15% 1
2019
Q1 		$7.3M Sell
54,045
-636
-1% -$79.5K 7.83% 1
2018
Q4 		$6.63M Buy
+54,681
New +$6.77M 8% 1

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Hurlow Wealth Management Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.5% in Q2 2026, buying an estimated $1.57M and bringing the position to 194,273 shares worth $66.8M. The position accounts for 13.9% of the portfolio, ranked #1.

Hurlow Wealth Management Group first reported a position in VV in Q4 2018 and has held it in 31 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Hurlow Wealth Management Group held 194,273 shares of Vanguard Morningstar Large-Cap ETF worth $66.8M as of Q2 2026.
  • Hurlow Wealth Management Group bought 4,699 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.57M.
  • Vanguard Morningstar Large-Cap ETF made up 13.9% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #1 holding.
  • Hurlow Wealth Management Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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