Hurlow Wealth Management Q2 2026 Portfolio Activity: Significant ETF Purchases Observed

As reported by InsiderSet data available as of June 30th, 2026, Hurlow Wealth Management Group Inc. has shown active portfolio management this quarter. The analysis focuses on observable changes in their holdings based on the provided data.

The investor's activity appears heavily concentrated in exchange-traded funds (ETFs), particularly within Dimensional Fund and Vanguard offerings, as indicated by the significant weightings of these types of products. This suggests a strategy favoring diversified exposure through ETF vehicles rather than individual stocks for most allocations.

Major Purchases Observed

Dimensional Fund Acquisitions: Hurlow Wealth Management demonstrated strong buying activity in Dimensional Fund Trust ETFs. The fund DFIC (DIMENSIONAL ETF TRUST), holding a substantial $31.7 million or 6.61% of the portfolio, saw its largest share increase during this period with a +9.88% weighting change. Other Dimensional funds also showed significant buying interest: DFUS increased by 5.88%, adding $57.1 million to its position; similarly, DFEM gained +3.04% weighting (adding approximately $14.6 million), and DFAR added 2.59% in weight ($5.17 million).

Vanguard ETF Buys: The investor also notably increased their position in Vanguard's VUG (VANGUARD INDEX FDS), adding $12.86 million or 0.49% weighting, though this specific holding saw a massive +498.6% share increase from the previous period. Additionally, they purchased shares of SPY (SPDR SERIES TRUST), specifically SPHY ETF, adding $586 thousand or 0.12% weighting ($586k). They also added to their holding in BIV (VANGUARD BD INDEX FDS), increasing its weight by +3.07% or approximately $1.05 million.

Notable ETF Sales/Holdings Reduction

Vanguard VWO and VWOB: While the focus was on buying, there were also adjustments in some Vanguard holdings. The international equity fund VWO (VANGUARD INTL EQUITY INDEX F), specifically VWOB ETF, experienced a slight reduction (-2.72%) weighting during the quarter, though its dollar value remained significant at $12.58 million or 2.62% of the portfolio. Vanguard's VV (VANGUARD INDEX FDS) saw a small share increase (+2.48%) but its overall weighting decreased slightly by -0.35 percentage points to 13.9%, still representing $66.8 million.

Individual Stock Purchase

Brookfield Corporation: Beyond ETFs, Hurlow Wealth Management made a significant individual stock purchase this quarter. They acquired shares of Brookfield Corporation (BN) adding $781 thousand or 0.16% weighting to the portfolio.

The overall portfolio value stood at approximately $480 million as of June 30th, 2026. The changes observed suggest a continued focus on broad market exposure through ETFs, with particular emphasis on Dimensional and Vanguard products this quarter.