Accel Wealth Management
VOT icon

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
Q3 		$1.39M Sell
4,754
-9
-0.2% -$2.7K 0.3% 75
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% -$9.8K 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% -$9.6K 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

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

Accel Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.19% in Q3 2026, selling an estimated $2.7K and leaving 4,754 shares worth $1.39M. The position accounts for 0.3% of the portfolio, ranked #75.

Accel Wealth Management first reported a position in VOT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.46M in Q2 2026. 457 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Accel Wealth Management held 4,754 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.39M as of Q3 2026.
  • Accel Wealth Management sold 9 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $2.7K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.3% of Accel Wealth Management's portfolio in Q3 2026, its #75 holding.
  • Accel Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.46M in Q2 2026.
  • 457 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

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