Accel Wealth Management
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Accel Wealth Management’s Vanguard Morningstar 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
Q3 		$8.18M Buy
41,849
+2,398
+6% +$490K 1.76% 12
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 6.1% in Q3 2026, buying an estimated $490K and bringing the position to 41,849 shares worth $8.18M. The position accounts for 1.76% of the portfolio, ranked #12.

Accel Wealth Management first reported a position in VOE in Q4 2020 and has held it in 24 quarters since. 505 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Accel Wealth Management held 41,849 shares of Vanguard Morningstar Mid-Cap Value ETF worth $8.18M as of Q3 2026.
  • Accel Wealth Management bought 2,398 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $490K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.76% of Accel Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Accel Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
  • 505 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

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