AWM
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Accel Wealth Management’s Vanguard Morningstar 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Accel Wealth Management increased its Vanguard Morningstar 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. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Accel Wealth Management held 26,896 shares of Vanguard Morningstar Growth ETF worth $2.32M as of Q2 2026.
  • Accel Wealth Management bought 952 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $80.1K.
  • Vanguard Morningstar 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 Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Vanguard Morningstar Growth ETF position peaked at $2.36M in Q4 2021.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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