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 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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Pioneer Wealth Management Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.4% in Q2 2026, selling an estimated $244K and leaving 20,475 shares worth $7.04M. The position accounts for 1.7% of the portfolio, ranked #10.

Pioneer Wealth Management Group first reported a position in VV in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.18M in Q2 2023. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Pioneer Wealth Management Group held 20,475 shares of Vanguard Morningstar Large-Cap ETF worth $7.04M as of Q2 2026.
Pioneer Wealth Management Group sold 731 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $244K.
Vanguard Morningstar Large-Cap ETF made up 1.7% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #10 holding.
Pioneer Wealth Management Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Pioneer Wealth Management Group's Vanguard Morningstar Large-Cap ETF position peaked at $7.18M in Q2 2023.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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