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 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Pioneer Wealth Management Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,801 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #33.

Pioneer Wealth Management Group first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.09M in Q3 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Pioneer Wealth Management Group held 2,801 shares of Vanguard Morningstar Total Stock Market ETF worth $1.04M as of Q2 2026.
Pioneer Wealth Management Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.25% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #33 holding.
Pioneer Wealth Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Pioneer Wealth Management Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.09M in Q3 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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