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MassMutual Private Wealth & Trust’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.76M Sell
9,095
-115
-1% -$33K 0.07% 177
2026
Q1 		$2.41M Sell
9,210
-150
-2% -$40.6K 0.07% 183
2025
Q4 		$2.41M Sell
9,360
-15
-0.2% -$3.84K 0.06% 184
2025
Q3 		$2.38M Sell
9,375
-35
-0.4% -$8.68K 0.06% 189
2025
Q2 		$2.23M Sell
9,410
-75
-0.8% -$16.7K 0.06% 194
2025
Q1 		$2.1M Sell
9,485
-660
-7% -$158K 0.06% 192
2024
Q4 		$2.44M Buy
10,145
+135
+1% +$33.2K 0.07% 184
2024
Q3 		$2.37M Sell
10,010
-865
-8% -$197K 0.07% 186
2024
Q2 		$2.37M Buy
10,875
+595
+6% +$131K 0.07% 179
2024
Q1 		$2.35M Sell
10,280
-215
-2% -$46.2K 0.07% 179
2023
Q4 		$2.24M Sell
10,495
-65
-0.6% -$12.5K 0.08% 182
2023
Q3 		$2M Sell
10,560
-59
-0.6% -$11.8K 0.07% 188
2023
Q2 		$2.11M Buy
10,619
+49
+0.5% +$9.26K 0.08% 188
2023
Q1 		$2M Hold
10,570
– – 0.08% 186
2022
Q4 		$1.94M Sell
10,570
-801
-7% -$148K 0.08% 186
2022
Q3 		$1.94M Buy
11,371
+91
+0.8% +$17.2K 0.09% 179
2022
Q2 		$1.99M Sell
11,280
-201
-2% -$38.8K 0.09% 175
2022
Q1 		$2.44M Buy
11,481
+5
+0% +$1.05K 0.09% 171
2021
Q4 		$2.59M Sell
11,476
-185
-2% -$42K 0.1% 170
2021
Q3 		$2.55M Buy
11,661
+8,832
+312% +$1.96M 0.11% 160
2021
Q2 		$637K Sell
2,829
-40
-1% -$8.86K 0.03% 266
2021
Q1 		$614K Sell
2,869
-208
-7% -$43.8K 0.03% 264
2020
Q4 		$599K Sell
3,077
-22
-0.7% -$3.88K 0.03% 264
2020
Q3 		$477K Sell
3,099
-120
-4% -$18.4K 0.03% 269
2020
Q2 		$469K Buy
3,219
+230
+8% +$30.9K 0.03% 252
2020
Q1 		$345K Buy
2,989
+1,325
+80% +$199K 0.03% 264
2019
Q4 		$276K Sell
1,664
-70
-4% -$11.2K 0.02% 324
2019
Q3 		$267K Sell
1,734
-230
-12% -$35.7K 0.02% 326
2019
Q2 		$308K Buy
1,964
+285
+17% +$44K 0.02% 309
2019
Q1 		$257K Sell
1,679
-30
-2% -$4.46K 0.02% 325
2018
Q4 		$226K Buy
1,709
+30
+2% +$4.37K 0.02% 308
2018
Q3 		$273K Sell
1,679
-91
-5% -$14.7K 0.02% 315
2018
Q2 		$276K Sell
1,770
-470
-21% -$71.9K 0.02% 312
2018
Q1 		$329K Sell
2,240
-1,157
-34% -$173K 0.03% 290
2017
Q4 		$502K Sell
3,397
-62
-2% -$8.97K 0.04% 240
2017
Q3 		$489K Sell
3,459
-245
-7% -$33.4K 0.04% 234
2017
Q2 		$502K Buy
3,704
+407
+12% +$54.5K 0.04% 220
2017
Q1 		$439K Sell
3,297
-10
-0.3% -$1.32K 0.04% 240
2016
Q4 		$426K Buy
+3,307
New +$410K 0.05% 204
2016
Q2 		$502K Sell
4,342
-328
-7% -$37.3K 0.06% 220
2016
Q1 		$521K Sell
4,670
-678
-13% -$70.2K 0.07% 212
2015
Q4 		$592K Sell
5,348
-246
-4% -$27.9K 0.08% 197
2015
Q3 		$619K Sell
5,594
-941
-14% -$110K 0.13% 167
2015
Q2 		$765K Buy
6,535
+1,786
+38% +$219K 0.17% 141
2015
Q1 		$582K Sell
4,749
-450
-9% -$53.3K 0.1% 200
2014
Q4 		$607K Sell
5,199
-395
-7% -$45K 0.2% 134
2014
Q3 		$619K Sell
5,594
-866
-13% -$99.2K 0.12% 164
2014
Q2 		$757K Buy
6,460
+5,900
+1,054% +$660K 0.3% 87
2014
Q1 		$63.3K Buy
560
+160
+40% +$17.7K 0.04% 192
2013
Q4 		$44K Buy
+400
New +$42.6K 0.04% 189

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, selling an estimated $33K and leaving 9,095 shares worth $2.76M. The position accounts for 0.07% of the portfolio, ranked #177.

MassMutual Private Wealth & Trust first reported a position in VB in Q4 2013 and has held it in 50 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • MassMutual Private Wealth & Trust held 9,095 shares of Vanguard Morningstar Small-Cap ETF worth $2.76M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 115 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $33K.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #177 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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