Accel Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Accel Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.46M	Buy	4,763 +535	+13%	+$154K	0.33%	72
2026 Q1	$1.09M	Buy	4,228 +50	+1%	+$13.7K	0.28%	88
2025 Q4	$1.17M	Hold	4,178	–	–	0.32%	77
2025 Q3	$1.23M	Buy	4,178 +1,703	+69%	+$491K	0.36%	71
2025 Q2	$704K	Sell	2,475 -175	-7%	-$45.1K	0.23%	99
2025 Q1	$648K	Hold	2,650	–	–	0.23%	100
2024 Q4	$672K	Sell	2,650 -38	-1%	-$9.78K	0.26%	99
2024 Q3	$654K	Hold	2,688	–	–	0.24%	106
2024 Q2	$617K	Buy	2,688 +2	+0.1%	+$459	0.25%	95
2024 Q1	$633K	Hold	2,686	–	–	0.27%	93
2023 Q4	$590K	Sell	2,686 -1,380	-34%	-$276K	0.3%	87
2023 Q3	$792K	Sell	4,066 -50	-1%	-$10.2K	0.44%	66
2023 Q2	$847K	Buy	4,116 +1,598	+63%	+$310K	0.47%	63
2023 Q1	$491K	Sell	2,518 -50	-2%	-$9.57K	0.2%	117
2022 Q4	$462K	Sell	2,568 -20	-0.8%	-$3.62K	0.22%	90
2022 Q3	$472K	Sell	2,588 -5	-0.2%	-$946	0.25%	88
2022 Q2	$464K	Sell	2,593 -8	-0.3%	-$1.55K	0.27%	77
2022 Q1	$583K	Sell	2,601 -314	-11%	-$69.3K	0.3%	72
2021 Q4	$742K	Buy	2,915 +36	+1%	+$9.07K	0.36%	62
2021 Q3	$680K	Buy	2,879 +30	+1%	+$7.26K	0.44%	55
2021 Q2	$673K	Buy	2,849 +171	+6%	+$38.4K	0.45%	53
2021 Q1	$575K	Buy	2,678 +91	+4%	+$19.7K	0.47%	51
2020 Q4	$549K	Buy	+2,587	New	+$509K	0.51%	44

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 13% in Q2 2026, buying an estimated $154K and bringing the position to 4,763 shares worth $1.46M. The position accounts for 0.33% of the portfolio, ranked #72.

Accel Wealth Management first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Accel Wealth Management held 4,763 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.46M as of Q2 2026.
Accel Wealth Management bought 535 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $154K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.33% of Accel Wealth Management's portfolio in Q2 2026, its #72 holding.
Accel Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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