Accel Wealth Management
VBR icon

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

Accel Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$255K Buy
1,105
+10
+0.9% +$2.44K 0.06% 251
2026
Q2 		$266K Buy
1,095
+1
+0.1% +$233 0.06% 247
2026
Q1 		$238K Sell
1,094
-92
-8% -$20.6K 0.06% 245
2025
Q4 		$251K Buy
1,186
+5
+0.4% +$1.05K 0.07% 233
2025
Q3 		$246K Sell
1,181
-493
-29% -$101K 0.07% 232
2025
Q2 		$327K Buy
1,674
+10
+0.6% +$1.85K 0.11% 186
2025
Q1 		$310K Buy
1,664
+149
+10% +$29.4K 0.11% 185
2024
Q4 		$300K Buy
1,515
+322
+27% +$66.1K 0.11% 186
2024
Q3 		$240K Buy
1,193
+82
+7% +$15.8K 0.09% 209
2024
Q2 		$203K Sell
1,111
-462
-29% -$85.3K 0.08% 224
2024
Q1 		$302K Hold
1,573
– – 0.13% 156
2023
Q4 		$283K Buy
1,573
+150
+11% +$24.5K 0.14% 149
2023
Q3 		$227K Hold
1,423
– – 0.13% 149
2023
Q2 		$235K Buy
1,423
+1,303
+1,086% +$205K 0.13% 147
2023
Q1 		$19.1K Hold
120
– – 0.01% 731
2022
Q4 		$19.1K Hold
120
– – 0.01% 569
2022
Q3 		$18K Hold
120
– – 0.01% 598
2022
Q2 		$18K Hold
120
– – 0.01% 581
2022
Q1 		$21K Hold
120
– – 0.01% 551
2021
Q4 		$21K Sell
120
-19
-14% -$3.38K 0.01% 562
2021
Q3 		$24K Hold
139
– – 0.02% 467
2021
Q2 		$24K Hold
139
– – 0.02% 498
2021
Q1 		$23K Hold
139
– – 0.02% 473
2020
Q4 		$20K Buy
+139
New +$17.9K 0.02% 493

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.91% in Q3 2026, buying an estimated $2.44K and bringing the position to 1,105 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #251.

Accel Wealth Management first reported a position in VBR in Q4 2020 and has held it in 24 quarters since. The position peaked at $327K in Q2 2025. 1,286 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Accel Wealth Management held 1,105 shares of Vanguard Morningstar Small-Cap Value ETF worth $255K as of Q3 2026.
  • Accel Wealth Management bought 10 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $2.44K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #251 holding.
  • Accel Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $327K in Q2 2025.
  • 1,286 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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