Pioneer Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Sell	1,089 -300	-22%	-$68.9K	0.06%	50
2026 Q1	$299K	Sell	1,389 -171	-11%	-$38.1K	0.08%	45
2025 Q4	$343K	Sell	1,560 -192	-11%	-$42K	0.1%	48
2025 Q3	$378K	Buy	1,752 +211	+14%	+$44.3K	0.12%	41
2025 Q2	$315K	Buy	+1,541	New	+$299K	0.12%	40
2024 Q2	–	Sell	-1,540	Closed	-$281K	–	42
2024 Q1	$281K	Sell	1,540 -31	-2%	-$5.45K	0.16%	32
2023 Q4	$268K	Sell	1,571 -68	-4%	-$10.9K	0.17%	31
2023 Q3	$255K	Sell	1,639 -43	-3%	-$6.97K	0.19%	33
2023 Q2	$273K	Sell	1,682 -18	-1%	-$2.82K	0.22%	32
2023 Q1	$262K	Sell	1,700 -75	-4%	-$11.5K	0.23%	30
2022 Q4	$270K	Buy	+1,775	New	+$265K	0.25%	32

Other funds holding VIG

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

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Pioneer Wealth Management Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 22% in Q2 2026, selling an estimated $68.9K and leaving 1,089 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #50.

Pioneer Wealth Management Group first reported a position in VIG in Q4 2022 and has held it in 11 quarters since. The position peaked at $378K in Q3 2025. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Pioneer Wealth Management Group held 1,089 shares of Vanguard Dividend Appreciation ETF worth $258K as of Q2 2026.
Pioneer Wealth Management Group sold 300 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $68.9K.
Vanguard Dividend Appreciation ETF made up 0.06% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #50 holding.
Pioneer Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 11 quarters since.
Pioneer Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $378K in Q3 2025.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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