Accel Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Accel Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.32M	Buy	26,896 +952	+4%	+$80.1K	0.52%	46
2026 Q1	$1.89M	Buy	25,944 +786	+3%	+$61.1K	0.49%	55
2025 Q4	$2.05M	Buy	25,158 +804	+3%	+$65.2K	0.56%	42
2025 Q3	$1.95M	Buy	24,354 +558	+2%	+$42.6K	0.57%	48
2025 Q2	$1.74M	Buy	23,796 +390	+2%	+$25.7K	0.58%	49
2025 Q1	$1.45M	Sell	23,406 -42	-0.2%	-$2.83K	0.52%	53
2024 Q4	$1.6M	Buy	23,448 +2,220	+10%	+$149K	0.61%	46
2024 Q3	$1.36M	Sell	21,228 -102	-0.5%	-$6.32K	0.51%	55
2024 Q2	$1.33M	Buy	21,330 +3,144	+17%	+$183K	0.53%	50
2024 Q1	$1.04M	Buy	18,186 +3,960	+28%	+$218K	0.44%	59
2023 Q4	$737K	Buy	14,226 +360	+3%	+$17.4K	0.37%	71
2023 Q3	$629K	Buy	13,866 +2,166	+19%	+$102K	0.35%	75
2023 Q2	$552K	Sell	11,700 -354	-3%	-$15.4K	0.3%	83
2023 Q1	$501K	Sell	12,054 -168	-1%	-$6.53K	0.2%	111
2022 Q4	$434K	Sell	12,222 -186	-1%	-$6.84K	0.21%	96
2022 Q3	$468K	Sell	12,408 -36	-0.3%	-$1.45K	0.25%	89
2022 Q2	$480K	Buy	12,444 +396	+3%	+$16.3K	0.28%	75
2022 Q1	$579K	Sell	12,048 -32,112	-73%	-$1.52M	0.3%	73
2021 Q4	$2.36M	Buy	44,160 +28,800	+188%	+$1.5M	1.16%	19
2021 Q3	$743K	Buy	15,360 +4,224	+38%	+$210K	0.48%	52
2021 Q2	$532K	Buy	11,136 +2,172	+24%	+$98.6K	0.35%	67
2021 Q1	$384K	Buy	8,964 +678	+8%	+$29K	0.31%	68
2020 Q4	$350K	Buy	+8,286	New	+$331K	0.33%	66

Other funds holding VUG

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard Growth ETF (VUG) stake by 3.7% in Q2 2026, buying an estimated $80.1K and bringing the position to 26,896 shares worth $2.32M. The position accounts for 0.52% of the portfolio, ranked #46.

Accel Wealth Management first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.36M in Q4 2021. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Accel Wealth Management held 26,896 shares of Vanguard Growth ETF worth $2.32M as of Q2 2026.
Accel Wealth Management bought 952 Vanguard Growth ETF shares in Q2 2026, an estimated $80.1K.
Vanguard Growth ETF made up 0.52% of Accel Wealth Management's portfolio in Q2 2026, its #46 holding.
Accel Wealth Management first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 23 quarters since.
Accel Wealth Management's Vanguard Growth ETF position peaked at $2.36M in Q4 2021.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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