AWM
VOT icon

Accel Wealth Management’s Vanguard 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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard 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. 324 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Accel Wealth Management held 4,763 shares of Vanguard Mid-Cap Growth ETF worth $1.46M as of Q2 2026.
  • Accel Wealth Management bought 535 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $154K.
  • Vanguard 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 Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 324 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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