PWMG
VBR icon

Pioneer Wealth Management Group’s Vanguard 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

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return