Accel Wealth Management
VOO icon

Accel Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Accel Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.33M Buy
6,171
+190
+3% +$133K 0.93% 30
2026
Q2 		$4.11M Buy
5,981
+377
+7% +$251K 0.92% 30
2026
Q1 		$3.35M Buy
5,604
+120
+2% +$75K 0.87% 29
2025
Q4 		$3.44M Buy
5,484
+128
+2% +$79.5K 0.94% 27
2025
Q3 		$3.28M Buy
5,356
+75
+1% +$44.2K 0.95% 23
2025
Q2 		$3M Buy
5,281
+330
+7% +$173K 1% 20
2025
Q1 		$2.54M Buy
4,951
+122
+3% +$66K 0.92% 26
2024
Q4 		$2.6M Buy
4,829
+70
+1% +$37.9K 0.99% 22
2024
Q3 		$2.51M Sell
4,759
-110
-2% -$55.9K 0.94% 25
2024
Q2 		$2.44M Sell
4,869
-74
-1% -$35.6K 0.97% 25
2024
Q1 		$2.38M Buy
4,943
+1,380
+39% +$632K 1.01% 25
2023
Q4 		$1.56M Buy
3,563
+15
+0.4% +$6.14K 0.78% 37
2023
Q3 		$1.39M Buy
3,548
+808
+29% +$330K 0.78% 39
2023
Q2 		$1.12M Buy
2,740
+1,072
+64% +$414K 0.61% 47
2023
Q1 		$627K Sell
1,668
-283
-15% -$104K 0.26% 92
2022
Q4 		$685K Buy
1,951
+92
+5% +$32.5K 0.33% 68
2022
Q3 		$645K Hold
1,859
– – 0.34% 69
2022
Q2 		$658K Buy
1,859
+55
+3% +$20.7K 0.38% 64
2022
Q1 		$751K Sell
1,804
-1,425
-44% -$583K 0.39% 60
2021
Q4 		$1.41M Buy
3,229
+636
+25% +$268K 0.69% 40
2021
Q3 		$1.02M Buy
2,593
+937
+57% +$380K 0.66% 43
2021
Q2 		$652K Buy
1,656
+62
+4% +$23.8K 0.43% 55
2021
Q1 		$581K Buy
1,594
+287
+22% +$102K 0.47% 49
2020
Q4 		$449K Buy
+1,307
New +$426K 0.42% 51

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 3.2% in Q3 2026, buying an estimated $133K and bringing the position to 6,171 shares worth $4.33M. The position accounts for 0.93% of the portfolio, ranked #30.

Accel Wealth Management first reported a position in VOO in Q4 2020 and has held it in 24 quarters since. 1,691 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Accel Wealth Management held 6,171 shares of Vanguard S&P 500 ETF worth $4.33M as of Q3 2026.
  • Accel Wealth Management bought 190 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $133K.
  • Vanguard S&P 500 ETF made up 0.93% of Accel Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Accel Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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