VBK — VANGUARD SML CP GRW ETF

Ownership history in Accel Wealth Management  ·  21 quarters on record

This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in VANGUARD SML CP GRW ETF (VBK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.14% (2021 Q1)
Avg. % of fund
0.83%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,021 +1,502 +14.3% 0.99% $3.6M $302.11
2025 Q3 ADDED 10,519 +2,475 +30.8% 0.91% $3.1M $297.25
2025 Q2 ADDED 8,044 +332 +4.3% 0.74% $2.2M $276.19
2025 Q1 ADDED 7,712 +843 +12.3% 0.70% $1.9M $250.70
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VBK price (monthly, adj. close)

Other funds also holding VBK

As of 2025 Q4 — sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 9.09% Battery Global Advisors, LLC 8.51% Gladwyn Financial Advisors, Inc. 7.55% Vawter Financial, Ltd. 6.76% Cohen Klingenstein LLC 3Y 7Y 6.14% Fee-Only Financial Planning, L.C. 3Y 5.29% Brickley Wealth Management 3Y 7Y 5.13% Forbes Financial Planning, Inc. 3Y 4.95% American Financial Advisors, LLC 3Y 7Y 4.72% Whitaker-Myers Wealth Managers, LTD. 4.54%
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