Accel Wealth Management
VUG icon

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
Q3 		$2.43M Buy
26,924
+28
+0.1% +$2.45K 0.52% 47
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.1% in Q3 2026, buying an estimated $2.45K and bringing the position to 26,924 shares worth $2.43M. The position accounts for 0.52% of the portfolio, ranked #47.

Accel Wealth Management first reported a position in VUG in Q4 2020 and has held it in 24 quarters since. 1,232 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Accel Wealth Management held 26,924 shares of Vanguard Morningstar Growth ETF worth $2.43M as of Q3 2026.
  • Accel Wealth Management bought 28 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $2.45K.
  • Vanguard Morningstar Growth ETF made up 0.52% of Accel Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Accel Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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