Pioneer Wealth Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$445K	Buy	635 +1	+0.2%	+$698	0.11%	41
2026 Q2	$435K	Hold	634	–	–	0.11%	45
2026 Q1	$379K	Sell	634 -30	-5%	-$18.8K	0.11%	40
2025 Q4	$416K	Buy	664 +30	+5%	+$18.6K	0.13%	40
2025 Q3	$388K	Buy	634 +7	+1%	+$4.13K	0.13%	40
2025 Q2	$356K	Buy	627 +225	+56%	+$118K	0.13%	38
2025 Q1	$207K	Buy	+402	New	+$217K	0.09%	36
2024 Q3	$979K	Buy	1,854 +1	+0.1%	+$508	0.47%	26
2024 Q2	$927K	Sell	1,853 -206	-10%	-$99.1K	0.49%	26
2024 Q1	$990K	Sell	2,059 -5	-0.2%	-$2.29K	0.57%	25
2023 Q4	$902K	Sell	2,064 -2,284	-53%	-$935K	0.56%	23
2023 Q3	$1.71M	Hold	4,348	–	–	1.3%	16
2023 Q2	$1.77M	Buy	+4,348	New	+$1.68M	1.41%	17

Other funds holding VOO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

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

Pioneer Wealth Management Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.16% in Q3 2026, buying an estimated $698 and bringing the position to 635 shares worth $445K. The position accounts for 0.11% of the portfolio, ranked #41.

Pioneer Wealth Management Group first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.77M in Q2 2023. 418 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Pioneer Wealth Management Group held 635 shares of Vanguard S&P 500 ETF worth $445K as of Q3 2026.
Pioneer Wealth Management Group bought 1 Vanguard S&P 500 ETF share in Q3 2026, an estimated $698.
Vanguard S&P 500 ETF made up 0.11% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #41 holding.
Pioneer Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Pioneer Wealth Management Group's Vanguard S&P 500 ETF position peaked at $1.77M in Q2 2023.
418 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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