AWM
MGK icon

Accel Wealth Management’s Vanguard 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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Accel Wealth Management's MGK Position: Q2 2026 in Review

Accel Wealth Management reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 2.5% in Q2 2026, selling an estimated $21.3K and leaving 9,890 shares worth $869K. The position accounts for 0.2% of the portfolio, ranked #111.

Accel Wealth Management first reported a position in MGK in Q4 2020 and has held it in 17 quarters since. 294 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Accel Wealth Management held 9,890 shares of Vanguard Mega Cap Growth ETF worth $869K as of Q2 2026.
  • Accel Wealth Management sold 250 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $21.3K.
  • Vanguard Mega Cap Growth ETF made up 0.2% of Accel Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Accel Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2020 and has held it in 17 quarters since.
  • 294 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.