Pioneer Wealth Management Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Pioneer Wealth Management Group’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.99M	Sell	6,550 -319	-5%	-$91.4K	0.48%	25
2026 Q1	$1.8M	Sell	6,869 -355	-5%	-$96.1K	0.5%	23
2025 Q4	$1.86M	Sell	7,224 -336	-4%	-$86.1K	0.57%	21
2025 Q3	$1.92M	Sell	7,560 -713	-9%	-$177K	0.62%	20
2025 Q2	$1.96M	Buy	8,273 +2,796	+51%	+$624K	0.73%	20
2025 Q1	$1.21M	Buy	+5,477	New	+$1.31M	0.52%	21
2024 Q3	$1.44M	Sell	6,052 -961	-14%	-$218K	0.68%	21
2024 Q2	$1.53M	Sell	7,013 -636	-8%	-$140K	0.81%	20
2024 Q1	$1.75M	Sell	7,649 -1,485	-16%	-$319K	1%	19
2023 Q4	$1.95M	Sell	9,134 -6,898	-43%	-$1.33M	1.21%	16
2023 Q3	$3.03M	Sell	16,032 -3,181	-17%	-$634K	2.31%	13
2023 Q2	$3.82M	Buy	19,213 +2,241	+13%	+$423K	3.04%	13
2023 Q1	$3.22M	Buy	16,972 +10	+0.1%	+$1.94K	2.86%	12
2022 Q4	$3.11M	Buy	+16,962	New	+$3.14M	2.93%	11

Other funds holding VB

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Pioneer Wealth Management Group's VB Position: Q2 2026 in Review

Pioneer Wealth Management Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.6% in Q2 2026, selling an estimated $91.4K and leaving 6,550 shares worth $1.99M. The position accounts for 0.48% of the portfolio, ranked #25.

Pioneer Wealth Management Group first reported a position in VB in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.82M in Q2 2023. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Pioneer Wealth Management Group held 6,550 shares of Vanguard Morningstar Small-Cap ETF worth $1.99M as of Q2 2026.
Pioneer Wealth Management Group sold 319 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $91.4K.
Vanguard Morningstar Small-Cap ETF made up 0.48% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #25 holding.
Pioneer Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Pioneer Wealth Management Group's Vanguard Morningstar Small-Cap ETF position peaked at $3.82M in Q2 2023.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.