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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.09M	Sell	8,593 -258	-3%	-$60K	0.5%	24
2026 Q1	$1.92M	Sell	8,851 -39	-0.4%	-$8.72K	0.54%	21
2025 Q4	$1.88M	Buy	8,890 +194	+2%	+$40.6K	0.57%	20
2025 Q3	$1.81M	Sell	8,696 -1,629	-16%	-$333K	0.59%	22
2025 Q2	$2.01M	Buy	10,325 +4,028	+64%	+$746K	0.75%	17
2025 Q1	$1.17M	Buy	+6,297	New	+$1.24M	0.51%	22
2024 Q3	$1.38M	Sell	6,893 -412	-6%	-$79.2K	0.66%	22
2024 Q2	$1.33M	Sell	7,305 -721	-9%	-$133K	0.71%	22
2024 Q1	$1.54M	Sell	8,026 -6,596	-45%	-$1.19M	0.88%	21
2023 Q4	$2.63M	Sell	14,622 -3,102	-18%	-$506K	1.64%	15
2023 Q3	$2.83M	Sell	17,724 -2,425	-12%	-$405K	2.15%	14
2023 Q2	$3.33M	Buy	20,149 +1,569	+8%	+$247K	2.65%	14
2023 Q1	$2.95M	Sell	18,580 -784	-4%	-$130K	2.62%	14
2022 Q4	$3.08M	Buy	+19,364	New	+$3.08M	2.9%	12

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Pioneer Wealth Management Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.9% in Q2 2026, selling an estimated $60K and leaving 8,593 shares worth $2.09M. The position accounts for 0.5% of the portfolio, ranked #24.

Pioneer Wealth Management Group first reported a position in VBR in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.33M in Q2 2023. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Pioneer Wealth Management Group held 8,593 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.09M as of Q2 2026.
Pioneer Wealth Management Group sold 258 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $60K.
Vanguard Morningstar Small-Cap Value ETF made up 0.5% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #24 holding.
Pioneer Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
Pioneer Wealth Management Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.33M in Q2 2023.
1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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