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Disclosery

Accel Wealth Management: VTV position timeline

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

Accel Wealth Management held 49,280 VTV 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 49,280 shares
    Change vs previous 13F +1,593 shares

    2.42% of the 13F portfolio, value $10,739,547.

    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 47,687 shares
    Change vs previous 13F +2,738 shares

    2.44% of the 13F portfolio, value $9,356,147.

    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 44,949 shares
    Change vs previous 13F +2,967 shares

    2.35% of the 13F portfolio, value $8,584,757.

    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 41,982 shares
    Change vs previous 13F +4,173 shares

    2.28% of the 13F portfolio, value $7,829,187.

    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 37,809 shares
    Change vs previous 13F +114 shares

    2.23% of the 13F portfolio, value $6,682,438.

    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 37,695 shares
    Change vs previous 13F +5,927 shares

    2.35% of the 13F portfolio, value $6,511,508.

    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 31,768 shares
    Change vs previous 13F +426 shares

    2.04% of the 13F portfolio, value $5,378,307.

    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 31,342 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $5,471,414.

    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).