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 HIGH DIV YLD ETF (VYM). 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 | REDUCED | 39,251 | -314 | -0.8% | 1.54% | $5.6M | $142.68 |
| 2025 Q3 | REDUCED | 39,565 | -558 | -1.4% | 1.62% | $5.6M | $139.20 |
| 2025 Q2 | REDUCED | 40,123 | -66 | -0.2% | 1.79% | $5.3M | $130.87 |
| 2025 Q1 | REDUCED | 40,189 | -3,162 | -7.3% | 1.87% | $5.2M | $125.77 |
| 2024 Q4 | REDUCED | 43,351 | -1,817 | -4.0% | 2.10% | $5.5M | $123.62 |
| 2024 Q3 | REDUCED | 45,168 | -424 | -0.9% | 2.16% | $5.8M | $123.26 |
| 2024 Q2 | REDUCED | 45,592 | -90 | -0.2% | 2.16% | $5.4M | $113.27 |
| 2024 Q1 | ADDED | 45,682 | +426 | +0.9% | 2.35% | $5.5M | $114.57 |
| 2023 Q4 | ADDED | 45,256 | +152 | +0.3% | 2.54% | $5.1M | $105.12 |
| 2023 Q3 | REDUCED | 45,104 | -22 | -0.0% | 2.60% | $4.7M | $96.33 |
As of 2025 Q4 — sorted by position size