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Pioneer Wealth Management Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Pioneer Wealth Management Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.8M Sell
19,340
-1,135
-6% -$397K 1.61% 11
2026
Q2 		$7.04M Sell
20,475
-731
-3% -$244K 1.7% 10
2026
Q1 		$6.34M Sell
21,206
-523
-2% -$164K 1.78% 10
2025
Q4 		$6.84M Sell
21,729
-212
-1% -$66.2K 2.08% 10
2025
Q3 		$6.75M Buy
21,941
+30
+0.1% +$8.88K 2.18% 10
2025
Q2 		$6.25M Buy
21,911
+8,451
+63% +$2.23M 2.32% 10
2025
Q1 		$3.46M Buy
+13,460
New +$3.65M 1.49% 12
2024
Q3 		$4.02M Sell
15,271
-1,102
-7% -$280K 1.92% 13
2024
Q2 		$4.09M Sell
16,373
-258
-2% -$62K 2.17% 13
2024
Q1 		$3.99M Sell
16,631
-6,510
-28% -$1.49M 2.28% 14
2023
Q4 		$5.05M Sell
23,141
-7,931
-26% -$1.62M 3.14% 9
2023
Q3 		$6.08M Sell
31,072
-4,364
-12% -$889K 4.63% 7
2023
Q2 		$7.18M Buy
35,436
+464
+1% +$88.9K 5.71% 6
2023
Q1 		$6.53M Buy
34,972
+1,515
+5% +$276K 5.81% 5
2022
Q4 		$5.83M Buy
+33,457
New +$5.87M 5.49% 7

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Pioneer Wealth Management Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.5% in Q3 2026, selling an estimated $397K and leaving 19,340 shares worth $6.8M. The position accounts for 1.61% of the portfolio, ranked #11.

Pioneer Wealth Management Group first reported a position in VV in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.18M in Q2 2023. 133 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Pioneer Wealth Management Group held 19,340 shares of Vanguard Morningstar Large-Cap ETF worth $6.8M as of Q3 2026.
  • Pioneer Wealth Management Group sold 1,135 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $397K.
  • Vanguard Morningstar Large-Cap ETF made up 1.61% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #11 holding.
  • Pioneer Wealth Management Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Pioneer Wealth Management Group's Vanguard Morningstar Large-Cap ETF position peaked at $7.18M in Q2 2023.
  • 133 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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