AWM
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Accel Wealth Management’s Vanguard 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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard 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. 1,786 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Accel Wealth Management held 29,330 shares of Vanguard Total Stock Market ETF worth $10.9M as of Q2 2026.
  • Accel Wealth Management bought 668 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $239K.
  • Vanguard 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 Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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