Xcel Wealth Management
VGK icon

Xcel Wealth Management’s Vanguard FTSE Europe ETF VGK Stock Holding History

Xcel Wealth Management’s Portfolio VGK Stock Details VGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$536K Sell
6,170
-100
-2% -$9.01K 0.13% 104
2026
Q2 		$555K Sell
6,270
-498
-7% -$43.6K 0.13% 102
2026
Q1 		$558K Buy
6,768
+51
+0.8% +$4.38K 0.15% 99
2025
Q4 		$562K Sell
6,717
-438
-6% -$35.6K 0.14% 93
2025
Q3 		$571K Buy
7,155
+670
+10% +$52.4K 0.15% 92
2025
Q2 		$503K Buy
6,485
+541
+9% +$39.9K 0.14% 92
2025
Q1 		$417K Buy
5,944
+1,550
+35% +$107K 0.13% 100
2024
Q4 		$279K Hold
4,394
– – 0.08% 117
2024
Q3 		$312K Sell
4,394
-200
-4% -$13.8K 0.09% 103
2024
Q2 		$307K Hold
4,594
– – 0.1% 102
2024
Q1 		$309K Buy
4,594
+1,000
+28% +$64.8K 0.1% 99
2023
Q4 		$232K Sell
3,594
-300
-8% -$18K 0.08% 104
2023
Q3 		$226K Sell
3,894
-1,700
-30% -$104K 0.09% 97
2023
Q2 		$345K Hold
5,594
– – 0.11% 105
2023
Q1 		$341K Hold
5,594
– – 0.12% 106
2022
Q4 		$310K Sell
5,594
-2,500
-31% -$132K 0.12% 105
2022
Q3 		$374K Sell
8,094
-2,250
-22% -$117K 0.14% 92
2022
Q2 		$546K Sell
10,344
-12,985
-56% -$753K 0.2% 72
2022
Q1 		$1.45M Sell
23,329
-3,850
-14% -$247K 0.4% 62
2021
Q4 		$1.86M Buy
27,179
+1,850
+7% +$125K 0.48% 57
2021
Q3 		$1.66M Buy
25,329
+1,859
+8% +$127K 0.48% 57
2021
Q2 		$1.58M Buy
23,470
+14,300
+156% +$965K 0.48% 53
2021
Q1 		$578K Buy
9,170
+1,400
+18% +$87.1K 0.21% 81
2020
Q4 		$468K Sell
7,770
-700
-8% -$39.4K 0.2% 82
2020
Q3 		$444K Sell
8,470
-1,466
-15% -$78.3K 0.23% 75
2020
Q2 		$500K Sell
9,936
-10,805
-52% -$510K 0.31% 62
2020
Q1 		$897K Sell
20,741
-689
-3% -$36.5K 0.81% 36
2019
Q4 		$1.26M Sell
21,430
-4,750
-18% -$266K 1.04% 30
2019
Q3 		$1.4M Sell
26,180
-6,350
-20% -$340K 1.3% 27
2019
Q2 		$1.78M Sell
32,530
-4,130
-11% -$225K 1.75% 18
2019
Q1 		$1.96M Sell
36,660
-3,260
-8% -$170K 2.03% 14
2018
Q4 		$1.94M Buy
+39,920
New +$2.06M 2.37% 13

Other funds holding VGK

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Xcel Wealth Management's VGK Position: Q3 2026 in Review

Xcel Wealth Management reduced its Vanguard FTSE Europe ETF (VGK) stake by 1.6% in Q3 2026, selling an estimated $9.01K and leaving 6,170 shares worth $536K. The position accounts for 0.13% of the portfolio, ranked #104.

Xcel Wealth Management first reported a position in VGK in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.96M in Q1 2019. 582 funds tracked by Wall St. Rank hold VGK as of Q3 2026.

  • Xcel Wealth Management held 6,170 shares of Vanguard FTSE Europe ETF worth $536K as of Q3 2026.
  • Xcel Wealth Management sold 100 Vanguard FTSE Europe ETF shares in Q3 2026, an estimated $9.01K.
  • Vanguard FTSE Europe ETF made up 0.13% of Xcel Wealth Management's portfolio in Q3 2026, its #104 holding.
  • Xcel Wealth Management first reported a position in Vanguard FTSE Europe ETF in Q4 2018 and has held it in 32 quarters since.
  • Xcel Wealth Management's Vanguard FTSE Europe ETF position peaked at $1.96M in Q1 2019.
  • 582 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.