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Accel Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Accel Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$643K Hold
2,121
– – 0.14% 139
2026
Q1 		$555K Sell
2,121
-495
-19% -$134K 0.14% 144
2025
Q4 		$675K Buy
2,616
+14
+0.5% +$3.59K 0.18% 124
2025
Q3 		$662K Buy
2,602
+106
+4% +$26.3K 0.19% 120
2025
Q2 		$592K Sell
2,496
-140
-5% -$31.2K 0.2% 114
2025
Q1 		$585K Sell
2,636
-30
-1% -$7.16K 0.21% 109
2024
Q4 		$641K Buy
2,666
+130
+5% +$32K 0.24% 104
2024
Q3 		$602K Sell
2,536
-24
-0.9% -$5.45K 0.22% 117
2024
Q2 		$558K Sell
2,560
-2
-0.1% -$439 0.22% 109
2024
Q1 		$586K Hold
2,562
– – 0.25% 98
2023
Q4 		$547K Buy
2,562
+19
+0.7% +$3.66K 0.27% 92
2023
Q3 		$481K Buy
2,543
+367
+17% +$73.1K 0.27% 95
2023
Q2 		$433K Buy
2,176
+1,780
+449% +$336K 0.24% 102
2023
Q1 		$75.1K Sell
396
-23
-5% -$4.46K 0.03% 386
2022
Q4 		$76.9K Sell
419
-62
-13% -$11.5K 0.04% 281
2022
Q3 		$88K Sell
481
-13
-3% -$2.45K 0.05% 267
2022
Q2 		$88K Sell
494
-4
-0.8% -$772 0.05% 255
2022
Q1 		$107K Sell
498
-167
-25% -$35.2K 0.06% 248
2021
Q4 		$150K Buy
665
+68
+11% +$15.5K 0.07% 204
2021
Q3 		$131K Buy
597
+60
+11% +$13.3K 0.08% 188
2021
Q2 		$121K Buy
537
+45
+9% +$9.97K 0.08% 208
2021
Q1 		$105K Buy
492
+54
+12% +$11.4K 0.09% 209
2020
Q4 		$85K Buy
+438
New +$77.3K 0.08% 220

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Accel Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 2,121 shares worth $643K. The position accounts for 0.14% of the portfolio, ranked #139.

Accel Wealth Management first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $675K in Q4 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Accel Wealth Management held 2,121 shares of Vanguard Morningstar Small-Cap ETF worth $643K as of Q2 2026.
  • Accel Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Accel Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Accel Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $675K in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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