Accel Wealth Management

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1838226 WAVERLY, IA

Position in VB

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$555,532

-$119,265 QoQ

Shares Held

2,121

-18.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$555,532	2,121	-18.9%	Shares	Sole	2026-04-08
2025-12-31	$674,797	2,616	+0.5%	Shares	Sole	2026-01-20
2025-09-30	$661,636	2,602	+4.2%	Shares	Sole	2025-10-08
2025-06-30	$591,502	2,496	-5.3%	Shares	Sole	2025-07-22
2025-03-31	$584,533	2,636	-1.1%	Shares	Sole	2025-04-10
2024-12-31	$640,586	2,666	+5.1%	Shares	Sole	2025-01-21
2024-09-30	$601,564	2,536	-0.9%	Shares	Sole	2024-10-15
2024-06-30	$558,182	2,560	-0.1%	Shares	Sole	2024-07-12
2024-03-31	$585,647	2,562	0.0%	Shares	Sole	2024-04-19
2023-12-31	$546,551	2,562	+0.7%	Shares	Sole	2024-01-18
2023-09-30	$480,805	2,543	+16.9%	Shares	Sole	2023-10-19
2023-06-30	$432,784	2,176	+449.5%	Shares	Sole	2023-07-24
2023-03-31	$75,065	396	-5.5%	Shares	Sole	2023-04-20
2022-12-31	$76,903	419	-12.9%	Shares	Sole	2023-01-26
2022-09-30	$82,207	481	-2.6%	Shares	Sole	2022-10-12
2022-06-30	$86,998	494	-0.8%	Shares	Sole	2022-08-03
2022-03-31	$105,834	498	-25.1%	Shares	Sole	2022-04-29
2021-12-31	$150,296	665	+11.4%	Shares	Sole	2022-01-18
2021-09-30	$130,545	597	+11.2%	Shares	Sole	2021-11-04
2021-06-30	$120,975	537	+9.1%	Shares	Sole	2021-08-03
2021-03-31	$105,327	492	+12.3%	Shares	Sole	2021-05-10
2020-12-31	$85,269	438	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.