Accel Wealth Management
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Accel Wealth Management’s Vanguard Morningstar 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
Q3 		$712K Buy
9,080
+916
+11% +$74.5K 0.15% 126
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

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
SilverOak Wealth Management
SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q3 2026, buying an estimated $74.5K and bringing the position to 9,080 shares worth $712K. The position accounts for 0.15% of the portfolio, ranked #126.

Accel Wealth Management first reported a position in VO in Q4 2020 and has held it in 24 quarters since. 1,201 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Accel Wealth Management held 9,080 shares of Vanguard Morningstar Mid-Cap ETF worth $712K as of Q3 2026.
  • Accel Wealth Management bought 916 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $74.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.15% of Accel Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Accel Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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