PWMG
VTI icon

Pioneer Wealth Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pioneer Wealth Management Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.04M Sell
2,779
-22
-0.8% -$8.24K 0.25% 32
2026
Q2 		$1.04M Hold
2,801
– – 0.25% 33
2026
Q1 		$899K Buy
2,801
+17
+0.6% +$5.7K 0.25% 30
2025
Q4 		$933K Sell
2,784
-534
-16% -$178K 0.28% 31
2025
Q3 		$1.09M Buy
3,318
+453
+16% +$143K 0.35% 28
2025
Q2 		$871K Buy
2,865
+86
+3% +$24.2K 0.32% 26
2025
Q1 		$764K Buy
+2,779
New +$807K 0.33% 25
2024
Q3 		$659K Buy
2,327
+700
+43% +$191K 0.31% 28
2024
Q2 		$435K Buy
1,627
+702
+76% +$182K 0.23% 31
2024
Q1 		$240K Sell
925
-79
-8% -$19.5K 0.14% 39
2023
Q4 		$238K Buy
+1,004
New +$222K 0.15% 34

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

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

Pioneer Wealth Management Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.79% in Q3 2026, selling an estimated $8.24K and leaving 2,779 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #32.

Pioneer Wealth Management Group first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2025. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Pioneer Wealth Management Group held 2,779 shares of Vanguard Morningstar Total Stock Market ETF worth $1.04M as of Q3 2026.
  • Pioneer Wealth Management Group sold 22 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $8.24K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #32 holding.
  • Pioneer Wealth Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Pioneer Wealth Management Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.09M in Q3 2025.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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