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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
Q3 		$1.84M Sell
7,950
-643
-7% -$157K 0.43% 26
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
2L
25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return

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

Pioneer Wealth Management Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7.5% in Q3 2026, selling an estimated $157K and leaving 7,950 shares worth $1.84M. The position accounts for 0.43% of the portfolio, ranked #26.

Pioneer Wealth Management Group first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.33M in Q2 2023. 189 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Pioneer Wealth Management Group held 7,950 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.84M as of Q3 2026.
  • Pioneer Wealth Management Group sold 643 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $157K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.43% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #26 holding.
  • Pioneer Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Pioneer Wealth Management Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.33M in Q2 2023.
  • 189 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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