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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
Q3 		$1.57M Sell
5,527
-1,023
-16% -$305K 0.37% 28
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Pioneer Wealth Management Group's VB Position: Q3 2026 in Review

Pioneer Wealth Management Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 16% in Q3 2026, selling an estimated $305K and leaving 5,527 shares worth $1.57M. The position accounts for 0.37% of the portfolio, ranked #28.

Pioneer Wealth Management Group first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.82M in Q2 2023. 334 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Pioneer Wealth Management Group held 5,527 shares of Vanguard Morningstar Small-Cap ETF worth $1.57M as of Q3 2026.
  • Pioneer Wealth Management Group sold 1,023 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $305K.
  • Vanguard Morningstar Small-Cap ETF made up 0.37% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #28 holding.
  • Pioneer Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Pioneer Wealth Management Group's Vanguard Morningstar Small-Cap ETF position peaked at $3.82M in Q2 2023.
  • 334 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.