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MassMutual Private Wealth & Trust’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-100
Closed -$12.5K – 2449
2026
Q1 		$12.5K Buy
+100
New +$12.8K ﹤0.01% 1277
2024
Q3 		– Sell
-18
Closed -$1.97K – 2206
2024
Q2 		$1.97K Hold
18
– – ﹤0.01% 1644
2024
Q1 		$2.04K Buy
+18
New +$1.86K ﹤0.01% 1537

Other funds holding IVOG

SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CFSG
Clark Financial Services Group Chesterfield, Missouri $212M AUM 39.24% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MassMutual Private Wealth & Trust's IVOG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026, closing a stake of 100 shares — an estimated $12.5K sold.

MassMutual Private Wealth & Trust first reported a position in IVOG in Q1 2024 and held it in 3 quarters. The position peaked at $12.5K in Q1 2026. 22 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 100 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $12.5K.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $12.5K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.