Pioneer Wealth Management Group
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1973339
AUSTIN, TX
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,799,128
-$64,302 QoQ
Shares Held
6,869
-4.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,799,128 | 6,869 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,863,430 | 7,224 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,922,356 | 7,560 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,960,535 | 8,273 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,214,524 | 5,477 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $1,435,594 | 6,052 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,529,114 | 7,013 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,748,484 | 7,649 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,948,556 | 9,134 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,031,170 | 16,032 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,821,273 | 19,213 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $3,217,212 | 16,972 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,113,205 | 16,962 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||