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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.7% in Q2 2026, buying an estimated $251K and bringing the position to 5,981 shares worth $4.11M. The position accounts for 0.92% of the portfolio, ranked #30.

Accel Wealth Management first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Accel Wealth Management held 5,981 shares of Vanguard S&P 500 ETF worth $4.11M as of Q2 2026.
  • Accel Wealth Management bought 377 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $251K.
  • Vanguard S&P 500 ETF made up 0.92% of Accel Wealth Management's portfolio in Q2 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 23 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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