AWM
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Accel Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Accel Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Buy
29,330
+668
+2% +$239K 2.44% 4
2026
Q1 		$9.2M Buy
28,662
+1,117
+4% +$375K 2.4% 5
2025
Q4 		$9.23M Buy
27,545
+1,481
+6% +$493K 2.53% 4
2025
Q3 		$8.55M Buy
26,064
+1,372
+6% +$433K 2.49% 4
2025
Q2 		$7.5M Buy
24,692
+1,780
+8% +$501K 2.5% 4
2025
Q1 		$6.3M Sell
22,912
-1,955
-8% -$568K 2.28% 6
2024
Q4 		$7.21M Buy
24,867
+501
+2% +$146K 2.73% 4
2024
Q3 		$6.9M Buy
24,366
+855
+4% +$233K 2.57% 4
2024
Q2 		$6.29M Buy
23,511
+1,265
+6% +$327K 2.52% 4
2024
Q1 		$5.78M Buy
22,246
+4,882
+28% +$1.21M 2.45% 3
2023
Q4 		$4.12M Buy
17,364
+678
+4% +$150K 2.07% 9
2023
Q3 		$3.54M Buy
16,686
+1,180
+8% +$261K 1.97% 10
2023
Q2 		$3.42M Buy
15,506
+11,781
+316% +$2.46M 1.88% 9
2023
Q1 		$760K Buy
3,725
+578
+18% +$116K 0.31% 79
2022
Q4 		$602K Sell
3,147
-399
-11% -$76.9K 0.29% 77
2022
Q3 		$674K Sell
3,546
-7
-0.2% -$1.4K 0.36% 66
2022
Q2 		$684K Buy
3,553
+532
+18% +$109K 0.39% 61
2022
Q1 		$691K Sell
3,021
-12,953
-81% -$2.91M 0.36% 65
2021
Q4 		$3.86M Buy
15,974
+11,930
+295% +$2.82M 1.89% 7
2021
Q3 		$898K Sell
4,044
-7,119
-64% -$1.62M 0.58% 46
2021
Q2 		$2.49M Buy
11,163
+3,274
+42% +$711K 1.65% 10
2021
Q1 		$1.63M Buy
7,889
+2,714
+52% +$549K 1.32% 13
2020
Q4 		$1.01M Buy
+5,175
New +$946K 0.94% 21

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.3% in Q2 2026, buying an estimated $239K and bringing the position to 29,330 shares worth $10.9M. The position accounts for 2.44% of the portfolio, ranked #4.

Accel Wealth Management first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Accel Wealth Management held 29,330 shares of Vanguard Morningstar Total Stock Market ETF worth $10.9M as of Q2 2026.
  • Accel Wealth Management bought 668 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $239K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.44% of Accel Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Accel Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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