AWM
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Accel Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Accel Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$658K Sell
8,164
-20
-0.2% -$1.55K 0.15% 135
2026
Q1 		$588K Buy
8,184
+236
+3% +$17.5K 0.15% 138
2025
Q4 		$577K Buy
7,948
+108
+1% +$7.86K 0.16% 136
2025
Q3 		$576K Buy
7,840
+216
+3% +$15.5K 0.17% 133
2025
Q2 		$533K Sell
7,624
-448
-6% -$29.4K 0.18% 129
2025
Q1 		$522K Sell
8,072
-192
-2% -$12.9K 0.19% 122
2024
Q4 		$546K Buy
8,264
+12
+0.1% +$815 0.21% 120
2024
Q3 		$544K Buy
8,252
+20
+0.2% +$1.26K 0.2% 120
2024
Q2 		$498K Sell
8,232
-912
-10% -$55.4K 0.2% 114
2024
Q1 		$571K Buy
9,144
+16
+0.2% +$946 0.24% 99
2023
Q4 		$531K Buy
9,128
+72
+0.8% +$3.85K 0.27% 96
2023
Q3 		$471K Sell
9,056
-88
-1% -$4.83K 0.26% 96
2023
Q2 		$503K Hold
9,144
– – 0.28% 91
2023
Q1 		$482K Sell
9,144
-64
-0.7% -$3.4K 0.2% 121
2022
Q4 		$469K Sell
9,208
-204
-2% -$10.4K 0.22% 89
2022
Q3 		$472K Sell
9,412
-28
-0.3% -$1.46K 0.25% 87
2022
Q2 		$471K Sell
9,440
-52
-0.5% -$2.81K 0.27% 76
2022
Q1 		$568K Sell
9,492
-1,428
-13% -$83.8K 0.29% 75
2021
Q4 		$696K Buy
10,920
+676
+7% +$42.4K 0.34% 66
2021
Q3 		$606K Buy
10,244
+76
+0.7% +$4.59K 0.39% 58
2021
Q2 		$603K Buy
10,168
+4
+0% +$232 0.4% 60
2021
Q1 		$562K Buy
10,164
+964
+10% +$52.3K 0.46% 53
2020
Q4 		$476K Buy
+9,200
New +$445K 0.44% 48

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Accel Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.24% in Q2 2026, selling an estimated $1.55K and leaving 8,164 shares worth $658K. The position accounts for 0.15% of the portfolio, ranked #135.

Accel Wealth Management first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $696K in Q4 2021. 890 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Accel Wealth Management held 8,164 shares of Vanguard Mid-Cap ETF worth $658K as of Q2 2026.
  • Accel Wealth Management sold 20 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.55K.
  • Vanguard Mid-Cap ETF made up 0.15% of Accel Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Accel Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Vanguard Mid-Cap ETF position peaked at $696K in Q4 2021.
  • 890 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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