Accel Wealth Management
MGK icon

Accel Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Accel Wealth Management’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$885K Sell
9,550
-340
-3% -$30.3K 0.19% 110
2026
Q2 		$869K Sell
9,890
-250
-2% -$21.3K 0.2% 111
2026
Q1 		$745K Buy
10,140
+700
+7% +$55K 0.19% 115
2025
Q4 		$779K Buy
9,440
+415
+5% +$34.1K 0.21% 110
2025
Q3 		$727K Buy
9,025
+1,600
+22% +$123K 0.21% 109
2025
Q2 		$544K Buy
7,425
+1,090
+17% +$71.8K 0.18% 124
2025
Q1 		$391K Buy
6,335
+3,415
+117% +$230K 0.14% 145
2024
Q4 		$201K Buy
+2,920
New +$197K 0.08% 236
2023
Q2 		– Sell
-1,320
Closed -$54K – 586
2023
Q1 		$54K Sell
1,320
-250
-16% -$9.47K 0.02% 459
2022
Q4 		$54K Sell
1,570
-500
-24% -$17.9K 0.03% 345
2022
Q3 		$76K Hold
2,070
– – 0.04% 288
2022
Q2 		$78K Sell
2,070
-465
-18% -$18.7K 0.04% 268
2022
Q1 		$119K Sell
2,535
-990
-28% -$45.9K 0.06% 233
2021
Q4 		$184K Sell
3,525
-170
-5% -$8.61K 0.09% 177
2021
Q3 		$174K Hold
3,695
– – 0.11% 151
2021
Q2 		$171K Buy
3,695
+90
+2% +$3.96K 0.11% 174
2021
Q1 		$149K Hold
3,605
– – 0.12% 166
2020
Q4 		$147K Buy
+3,605
New +$140K 0.14% 157

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Accel Wealth Management's MGK Position: Q3 2026 in Review

Accel Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.4% in Q3 2026, selling an estimated $30.3K and leaving 9,550 shares worth $885K. The position accounts for 0.19% of the portfolio, ranked #110.

Accel Wealth Management first reported a position in MGK in Q4 2020 and has held it in 18 quarters since. 636 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Accel Wealth Management held 9,550 shares of Vanguard Morningstar Mega Cap Growth ETF worth $885K as of Q3 2026.
  • Accel Wealth Management sold 340 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $30.3K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.19% of Accel Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Accel Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 18 quarters since.
  • 636 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.