AWM
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Accel Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Accel Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.54M Buy
15,139
+365
+2% +$124K 1.25% 20
2026
Q1 		$4.47M Buy
14,774
+2,753
+23% +$865K 1.16% 21
2025
Q4 		$3.63M Buy
12,021
+1,502
+14% +$453K 0.99% 24
2025
Q3 		$3.13M Buy
10,519
+2,475
+31% +$714K 0.91% 28
2025
Q2 		$2.23M Buy
8,044
+332
+4% +$85.5K 0.74% 32
2025
Q1 		$1.94M Buy
7,712
+843
+12% +$234K 0.7% 39
2024
Q4 		$1.92M Buy
6,869
+544
+9% +$154K 0.73% 35
2024
Q3 		$1.69M Buy
6,325
+631
+11% +$162K 0.63% 45
2024
Q2 		$1.42M Buy
5,694
+508
+10% +$127K 0.57% 48
2024
Q1 		$1.35M Sell
5,186
-1,469
-22% -$361K 0.57% 46
2023
Q4 		$1.61M Buy
6,655
+209
+3% +$45.4K 0.81% 34
2023
Q3 		$1.38M Sell
6,446
-138
-2% -$31.4K 0.77% 41
2023
Q2 		$1.51M Buy
6,584
+66
+1% +$14.4K 0.83% 37
2023
Q1 		$1.41M Sell
6,518
-209
-3% -$45.2K 0.58% 50
2022
Q4 		$1.35M Sell
6,727
-148
-2% -$30.3K 0.65% 43
2022
Q3 		$1.43M Buy
6,875
+5
+0.1% +$1.07K 0.77% 33
2022
Q2 		$1.39M Sell
6,870
-344
-5% -$74.6K 0.8% 34
2022
Q1 		$1.81M Buy
7,214
+149
+2% +$36.7K 0.94% 26
2021
Q4 		$1.99M Buy
7,065
+1,172
+20% +$336K 0.98% 27
2021
Q3 		$1.65M Buy
5,893
+358
+6% +$102K 1.07% 22
2021
Q2 		$1.6M Buy
5,535
+427
+8% +$119K 1.06% 19
2021
Q1 		$1.4M Buy
5,108
+595
+13% +$168K 1.14% 20
2020
Q4 		$1.21M Buy
+4,513
New +$1.09M 1.13% 17

Other funds holding VBK

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard Small-Cap Growth ETF (VBK) stake by 2.5% in Q2 2026, buying an estimated $124K and bringing the position to 15,139 shares worth $5.54M. The position accounts for 1.25% of the portfolio, ranked #20.

Accel Wealth Management first reported a position in VBK in Q4 2020 and has held it in 23 quarters since. 572 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Accel Wealth Management held 15,139 shares of Vanguard Small-Cap Growth ETF worth $5.54M as of Q2 2026.
  • Accel Wealth Management bought 365 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Small-Cap Growth ETF made up 1.25% of Accel Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Accel Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 572 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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