AWM
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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
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

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.09% in Q2 2026, buying an estimated $233 and bringing the position to 1,095 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #247.

Accel Wealth Management first reported a position in VBR in Q4 2020 and has held it in 23 quarters since. The position peaked at $327K in Q2 2025. 839 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Accel Wealth Management held 1,095 shares of Vanguard Morningstar Small-Cap Value ETF worth $266K as of Q2 2026.
  • Accel Wealth Management bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.06% of Accel Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Accel Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $327K in Q2 2025.
  • 839 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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