Accel Wealth Management
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Accel Wealth Management’s Vanguard Morningstar 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
Q3 		$5.84M Buy
17,283
+2,144
+14% +$749K 1.26% 19
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 14% in Q3 2026, buying an estimated $749K and bringing the position to 17,283 shares worth $5.84M. The position accounts for 1.26% of the portfolio, ranked #19.

Accel Wealth Management first reported a position in VBK in Q4 2020 and has held it in 24 quarters since. 517 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Accel Wealth Management held 17,283 shares of Vanguard Morningstar Small-Cap Growth ETF worth $5.84M as of Q3 2026.
  • Accel Wealth Management bought 2,144 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $749K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.26% of Accel Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Accel Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 517 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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