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 VALUE ETF (VTV). 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 | 44,949 | +2,967 | +7.1% | 2.35% | $8.6M | $190.99 |
| 2025 Q3 | ADDED | 41,982 | +4,173 | +11.0% | 2.28% | $7.8M | $185.53 |
| 2025 Q2 | ADDED | 37,809 | +114 | +0.3% | 2.23% | $6.7M | $174.94 |
| 2025 Q1 | ADDED | 37,695 | +5,927 | +18.7% | 2.35% | $6.5M | $170.05 |
| 2024 Q4 | ADDED | 31,768 | +426 | +1.4% | 2.04% | $5.4M | $165.69 |
| 2024 Q3 | ADDED | 31,342 | +599 | +1.9% | 2.04% | $5.5M | $169.87 |
| 2024 Q2 | ADDED | 30,743 | +46 | +0.1% | 1.97% | $4.9M | $155.27 |
| 2024 Q1 | REDUCED | 30,697 | -83 | -0.3% | 2.12% | $5.0M | $156.64 |
| 2023 Q4 | REDUCED | 30,780 | -180 | -0.6% | 2.31% | $4.6M | $142.89 |
| 2023 Q3 | ADDED | 30,960 | +29 | +0.1% | 2.38% | $4.3M | $130.91 |
As of 2025 Q4 — sorted by position size