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MassMutual Private Wealth & Trust’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-282
Closed -$36.2K – 2334
2024
Q3 		$36.2K Buy
+282
New +$34.8K ﹤0.01% 754

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MassMutual Private Wealth & Trust's MGV Position: Q4 2024 in Review

MassMutual Private Wealth & Trust sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2024, closing a stake of 282 shares — an estimated $36.2K sold.

MassMutual Private Wealth & Trust first reported a position in MGV in Q3 2024 and held it in 1 quarter. The position peaked at $36.2K in Q3 2024. 452 funds tracked by Wall St. Rank hold MGV as of Q4 2024.

  • MassMutual Private Wealth & Trust reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 282 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2024, an estimated $36.2K.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Vanguard Morningstar Mega Cap Value ETF position peaked at $36.2K in Q3 2024.
  • 452 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.