Pioneer Family Office’s Vanguard Morningstar Value ETF VTV Stock Holding History

Pioneer Family Office’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$442K	Sell	2,030 -207	-9%	-$43.2K	0.23%	23
2026 Q1	$439K	Hold	2,237	–	–	0.28%	20
2025 Q4	$427K	Buy	+2,237	New	+$421K	0.29%	24

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pioneer Family Office's VTV Position: Q2 2026 in Review

Pioneer Family Office reduced its Vanguard Morningstar Value ETF (VTV) stake by 9.3% in Q2 2026, selling an estimated $43.2K and leaving 2,030 shares worth $442K. The position accounts for 0.23% of the portfolio, ranked #23.

Pioneer Family Office first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. 2,781 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Pioneer Family Office held 2,030 shares of Vanguard Morningstar Value ETF worth $442K as of Q2 2026.
Pioneer Family Office sold 207 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $43.2K.
Vanguard Morningstar Value ETF made up 0.23% of Pioneer Family Office's portfolio in Q2 2026, its #23 holding.
Pioneer Family Office first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
2,781 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Pioneer Family Office's 13F filing for Q2 2026, filed 28 Jul 2026.