PWMG
VB icon

Pioneer Wealth Management Group’s Vanguard 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

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return