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Disclosery

Accel Wealth Management: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accel Wealth Management on VTI, newest first. How the timeline and the estimate are built.

Accel Wealth Management held 29,330 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,330 shares
    Change vs previous 13F +668 shares

    2.44% of the 13F portfolio, value $10,853,127.

    13F-HR 0001838226-26-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,662 shares
    Change vs previous 13F +1,117 shares

    2.4% of the 13F portfolio, value $9,195,167.

    13F-HR 0001838226-26-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,545 shares
    Change vs previous 13F +1,481 shares

    2.53% of the 13F portfolio, value $9,234,953.

    13F-HR 0001838226-26-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,064 shares
    Change vs previous 13F +1,372 shares

    2.49% of the 13F portfolio, value $8,553,400.

    13F-HR 0001838226-25-000006 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,692 shares
    Change vs previous 13F +1,780 shares

    2.5% of the 13F portfolio, value $7,504,560.

    13F-HR 0001838226-25-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,912 shares
    Change vs previous 13F -1,955 shares

    2.28% of the 13F portfolio, value $6,297,255.

    13F-HR 0001838226-25-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,867 shares
    Change vs previous 13F +501 shares

    2.73% of the 13F portfolio, value $7,206,648.

    13F-HR 0001838226-25-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,366 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $6,899,402.

    13F-HR 0001838226-24-000005 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).