Ownership history in Accel Wealth Management Β· 21 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in VANGUARD MCAP VL IDXVIP ETF (VOE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Accel Wealth Management underperformed the S&P 500 by β3.4% annually on this VOE position. Timing score: 50% (10/20 decisions correct). Average cost basis: $132.71. Maximum drawdown during holding period: β17.8%.
β οΈ Trailed SPY by 3.4% ann. on this position.
20 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 20 add/trim decisions correct
Best entry: $106.62 (2020 Q4) Β· Worst: $163.02 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
18 adds Β· 3 trims. Bought during 8 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.68% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size