PWMG
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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
Q3 		$4.06M Sell
18,781
-958
-5% -$213K 0.96% 14
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

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

Pioneer Wealth Management Group reduced its Vanguard Morningstar Value ETF (VTV) stake by 4.9% in Q3 2026, selling an estimated $213K and leaving 18,781 shares worth $4.06M. The position accounts for 0.96% of the portfolio, ranked #14.

Pioneer Wealth Management Group first reported a position in VTV in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.11M in Q2 2023. 160 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Pioneer Wealth Management Group held 18,781 shares of Vanguard Morningstar Value ETF worth $4.06M as of Q3 2026.
  • Pioneer Wealth Management Group sold 958 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $213K.
  • Vanguard Morningstar Value ETF made up 0.96% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #14 holding.
  • Pioneer Wealth Management Group first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Pioneer Wealth Management Group's Vanguard Morningstar Value ETF position peaked at $5.11M in Q2 2023.
  • 160 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

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