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

Accel Wealth Management’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.8M Buy
39,451
+2,700
+7% +$522K 1.75% 9
2026
Q1 		$6.77M Buy
36,751
+2,164
+6% +$404K 1.77% 8
2025
Q4 		$6.13M Sell
34,587
-573
-2% -$100K 1.68% 11
2025
Q3 		$6.14M Sell
35,160
-822
-2% -$140K 1.79% 11
2025
Q2 		$5.92M Buy
35,982
+30
+0.1% +$4.75K 1.98% 9
2025
Q1 		$5.77M Buy
35,952
+3,056
+9% +$500K 2.09% 10
2024
Q4 		$5.32M Buy
32,896
+1,158
+4% +$195K 2.02% 10
2024
Q3 		$5.32M Buy
31,738
+1,519
+5% +$241K 1.98% 9
2024
Q2 		$4.55M Buy
30,219
+782
+3% +$119K 1.82% 10
2024
Q1 		$4.59M Buy
29,437
+1,106
+4% +$162K 1.95% 11
2023
Q4 		$4.11M Sell
28,331
-3,275
-10% -$440K 2.06% 10
2023
Q3 		$4.14M Buy
31,606
+1,328
+4% +$184K 2.31% 8
2023
Q2 		$4.19M Buy
30,278
+5,043
+20% +$672K 2.31% 7
2023
Q1 		$3.38M Buy
25,235
+314
+1% +$43.6K 1.38% 6
2022
Q4 		$3.37M Buy
24,921
+27
+0.1% +$3.62K 1.61% 9
2022
Q3 		$3.22M Buy
24,894
+253
+1% +$34.2K 1.72% 7
2022
Q2 		$3.22M Buy
24,641
+1,560
+7% +$221K 1.85% 6
2022
Q1 		$3.47M Buy
23,081
+2,401
+12% +$353K 1.79% 8
2021
Q4 		$3.11M Buy
20,680
+3,983
+24% +$585K 1.52% 14
2021
Q3 		$2.33M Buy
16,697
+999
+6% +$142K 1.51% 14
2021
Q2 		$2.21M Buy
15,698
+9,692
+161% +$1.37M 1.46% 12
2021
Q1 		$810K Buy
6,006
+3,645
+154% +$467K 0.66% 36
2020
Q4 		$281K Buy
+2,361
New +$264K 0.26% 81

Other funds holding VOE

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 7.3% in Q2 2026, buying an estimated $522K and bringing the position to 39,451 shares worth $7.8M. The position accounts for 1.75% of the portfolio, ranked #9.

Accel Wealth Management first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. 345 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Accel Wealth Management held 39,451 shares of Vanguard Mid-Cap Value ETF worth $7.8M as of Q2 2026.
  • Accel Wealth Management bought 2,700 Vanguard Mid-Cap Value ETF shares in Q2 2026, an estimated $522K.
  • Vanguard Mid-Cap Value ETF made up 1.75% of Accel Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Accel Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 345 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

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