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Accel Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Accel Wealth Management’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$414K Sell
3,008
-1,153
-28% -$146K 0.09% 180
2026
Q1 		$478K Sell
4,161
-114
-3% -$13.4K 0.12% 155
2025
Q4 		$474K Buy
4,275
+21
+0.5% +$2.34K 0.13% 158
2025
Q3 		$470K Sell
4,254
-50
-1% -$5.33K 0.14% 153
2025
Q2 		$436K Hold
4,304
– – 0.15% 154
2025
Q1 		$415K Hold
4,304
– – 0.15% 140
2024
Q4 		$456K Buy
4,304
+3
+0.1% +$332 0.17% 136
2024
Q3 		$465K Hold
4,301
– – 0.17% 135
2024
Q2 		$422K Buy
4,301
+100
+2% +$9.83K 0.17% 128
2024
Q1 		$426K Buy
4,201
+902
+27% +$87.7K 0.18% 124
2023
Q4 		$327K Buy
3,299
+4
+0.1% +$357 0.16% 131
2023
Q3 		$288K Sell
3,295
-228
-6% -$21K 0.16% 126
2023
Q2 		$324K Hold
3,523
– – 0.18% 117
2023
Q1 		$313K Buy
3,523
+353
+11% +$32.3K 0.13% 162
2022
Q4 		$275K Hold
3,170
– – 0.13% 127
2022
Q3 		$272K Sell
3,170
-32
-1% -$2.86K 0.15% 131
2022
Q2 		$275K Sell
3,202
-136
-4% -$12.4K 0.16% 121
2022
Q1 		$334K Sell
3,338
-156
-4% -$15.4K 0.17% 101
2021
Q4 		$367K Buy
3,494
+2
+0.1% +$210 0.18% 99
2021
Q3 		$352K Hold
3,492
– – 0.23% 79
2021
Q2 		$362K Hold
3,492
– – 0.24% 81
2021
Q1 		$347K Sell
3,492
-638
-15% -$61K 0.28% 74
2020
Q4 		$347K Buy
+4,130
New +$312K 0.32% 67

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Accel Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 28% in Q2 2026, selling an estimated $146K and leaving 3,008 shares worth $414K. The position accounts for 0.09% of the portfolio, ranked #180.

Accel Wealth Management first reported a position in VIOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $478K in Q1 2026. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Accel Wealth Management held 3,008 shares of Vanguard S&P Small-Cap 600 ETF worth $414K as of Q2 2026.
  • Accel Wealth Management sold 1,153 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $146K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.09% of Accel Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Accel Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $478K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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