Ownership history in Accel Wealth Management · 21 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in VANGUARD TOTAL STK MKT ETF (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 27,545 | +1,481 | +5.7% | 2.53% | $9.2M | $335.27 |
| 2025 Q3 | ADDED | 26,064 | +1,372 | +5.6% | 2.49% | $8.6M | $327.24 |
| 2025 Q2 | ADDED | 24,692 | +1,780 | +7.8% | 2.50% | $7.5M | $302.23 |
| 2025 Q1 | REDUCED | 22,912 | -1,955 | -7.9% | 2.28% | $6.3M | $272.48 |
| 2024 Q4 | ADDED | 24,867 | +501 | +2.1% | 2.73% | $7.2M | $286.32 |
| 2024 Q3 | ADDED | 24,366 | +855 | +3.6% | 2.57% | $6.9M | $278.85 |
| 2024 Q2 | ADDED | 23,511 | +1,265 | +5.7% | 2.52% | $6.3M | $262.63 |
| 2024 Q1 | ADDED | 22,246 | +4,882 | +28.1% | 2.45% | $5.8M | $254.25 |
| 2023 Q4 | ADDED | 17,364 | +678 | +4.1% | 2.07% | $4.1M | $231.25 |
| 2023 Q3 | ADDED | 16,686 | +1,180 | +7.6% | 1.97% | $3.5M | $206.18 |
As of 2025 Q4 — sorted by position size