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Vanguard Small-Cap Value ETF shares owned by Accel Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Accel Wealth Management from 13F filings

Historical chart of Accel Wealth Management investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Accel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Accel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $302k 1.6k 191.88
2023-12-31 $283k 1.6k 179.97
2023-09-30 $227k 1.4k 159.49
2023-06-30 $235k 1.4k 165.40
2023-03-31 $19k 120 158.76
2022-12-31 $19k 120 158.80
2022-09-30 $18k 120 150.00
2022-06-30 $18k 120 150.00
2022-03-31 $21k 120 175.00
2021-12-31 $21k 120 175.00
2021-09-30 $24k 139 172.66
2021-06-30 $24k 139 172.66
2021-03-31 $23k 139 165.47
2020-12-31 $20k 139 143.88