Pioneer Wealth Management Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.3M	Sell	19,739 -415	-2%	-$86.7K	1.04%	12
2026 Q1	$3.95M	Buy	20,154 +29	+0.1%	+$5.81K	1.11%	13
2025 Q4	$3.84M	Buy	20,125 +222	+1%	+$41.8K	1.17%	11
2025 Q3	$3.71M	Sell	19,903 -418	-2%	-$75.7K	1.2%	11
2025 Q2	$3.59M	Sell	20,321 -1,696	-8%	-$286K	1.33%	11
2025 Q1	$3.8M	Buy	+22,017	New	+$3.84M	1.64%	10
2024 Q3	$4.03M	Sell	23,067 -884	-4%	-$148K	1.92%	12
2024 Q2	$3.84M	Sell	23,951 -1,599	-6%	-$256K	2.04%	14
2024 Q1	$4.16M	Sell	25,550 -2,928	-10%	-$451K	2.38%	13
2023 Q4	$4.26M	Sell	28,478 -5,162	-15%	-$726K	2.65%	11
2023 Q3	$4.64M	Sell	33,640 -2,315	-6%	-$332K	3.53%	11
2023 Q2	$5.11M	Buy	35,955 +1,737	+5%	+$241K	4.06%	9
2023 Q1	$4.73M	Sell	34,218 -657	-2%	-$92.2K	4.21%	10
2022 Q4	$4.9M	Buy	+34,875	New	+$4.8M	4.61%	9

Other funds holding VTV

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Pioneer Wealth Management Group reduced its Vanguard Morningstar Value ETF (VTV) stake by 2.1% in Q2 2026, selling an estimated $86.7K and leaving 19,739 shares worth $4.3M. The position accounts for 1.04% of the portfolio, ranked #12.

Pioneer Wealth Management Group first reported a position in VTV in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.11M in Q2 2023. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Pioneer Wealth Management Group held 19,739 shares of Vanguard Morningstar Value ETF worth $4.3M as of Q2 2026.
Pioneer Wealth Management Group sold 415 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $86.7K.
Vanguard Morningstar Value ETF made up 1.04% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #12 holding.
Pioneer Wealth Management Group first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 14 quarters since.
Pioneer Wealth Management Group's Vanguard Morningstar Value ETF position peaked at $5.11M in Q2 2023.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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