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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard Morningstar 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. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Accel Wealth Management held 15,139 shares of Vanguard Morningstar Small-Cap Growth ETF worth $5.54M as of Q2 2026.
  • Accel Wealth Management bought 365 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Morningstar 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 Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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