MPWT
VDE icon

MassMutual Private Wealth & Trust’s Vanguard Energy ETF VDE Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.08M Buy
27,171
+769
+3% +$125K 0.11% 147
2026
Q1 		$4.57M Sell
26,402
-1,026
-4% -$155K 0.12% 136
2025
Q4 		$3.45M Sell
27,428
-867
-3% -$109K 0.09% 154
2025
Q3 		$3.56M Buy
28,295
+407
+1% +$50.1K 0.09% 160
2025
Q2 		$3.32M Buy
27,888
+1,201
+5% +$140K 0.09% 163
2025
Q1 		$3.46M Buy
26,687
+1,071
+4% +$135K 0.1% 157
2024
Q4 		$3.11M Sell
25,616
-90
-0.4% -$11.5K 0.09% 165
2024
Q3 		$3.15M Buy
25,706
+1,004
+4% +$126K 0.09% 174
2024
Q2 		$3.15M Sell
24,702
-117
-0.5% -$15.2K 0.1% 165
2024
Q1 		$3.27M Sell
24,819
-67
-0.3% -$8.03K 0.1% 163
2023
Q4 		$2.92M Buy
24,886
+357
+1% +$42.8K 0.1% 168
2023
Q3 		$3.11M Buy
24,529
+99
+0.4% +$12.1K 0.11% 160
2023
Q2 		$2.76M Buy
24,430
+713
+3% +$80.3K 0.1% 173
2023
Q1 		$2.71M Buy
23,717
+1,638
+7% +$194K 0.1% 167
2022
Q4 		$2.68M Buy
22,079
+690
+3% +$84K 0.11% 166
2022
Q3 		$2.17M Buy
21,389
+4,108
+24% +$437K 0.1% 171
2022
Q2 		$1.72M Sell
17,281
-960
-5% -$107K 0.07% 188
2022
Q1 		$1.95M Sell
18,241
-10,305
-36% -$992K 0.07% 189
2021
Q4 		$2.21M Buy
28,546
+83
+0.3% +$6.6K 0.08% 180
2021
Q3 		$2.1M Sell
28,463
-46
-0.2% -$3.21K 0.09% 176
2021
Q2 		$2.16M Sell
28,509
-861
-3% -$62.4K 0.09% 171
2021
Q1 		$2M Sell
29,370
-371
-1% -$23.7K 0.09% 170
2020
Q4 		$1.54M Buy
29,741
+1,197
+4% +$55.9K 0.08% 175
2020
Q3 		$1.15M Buy
28,544
+2,798
+11% +$133K 0.07% 188
2020
Q2 		$1.29M Buy
25,746
+5,742
+29% +$283K 0.08% 181
2020
Q1 		$765K Sell
20,004
-1,029
-5% -$65.3K 0.06% 198
2019
Q4 		$1.71M Buy
21,033
+1,005
+5% +$78.2K 0.11% 172
2019
Q3 		$1.56M Buy
20,028
+1,160
+6% +$92.8K 0.1% 172
2019
Q2 		$1.6M Buy
18,868
+767
+4% +$66K 0.11% 165
2019
Q1 		$1.62M Buy
18,101
+9,728
+116% +$844K 0.12% 165
2018
Q4 		$646K Sell
8,373
-318
-4% -$29.1K 0.06% 208
2018
Q3 		$914K Buy
8,691
+1,113
+15% +$115K 0.07% 200
2018
Q2 		$796K Buy
7,578
+718
+10% +$73.5K 0.06% 210
2018
Q1 		$634K Buy
6,860
+2,873
+72% +$278K 0.05% 222
2017
Q4 		$395K Buy
3,987
+986
+33% +$92.7K 0.03% 259
2017
Q3 		$281K Buy
+3,001
New +$266K 0.02% 319

Other funds holding VDE

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Vanguard Energy ETF (VDE) stake by 2.9% in Q2 2026, buying an estimated $125K and bringing the position to 27,171 shares worth $4.08M. The position accounts for 0.11% of the portfolio, ranked #147.

MassMutual Private Wealth & Trust first reported a position in VDE in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.57M in Q1 2026. 349 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • MassMutual Private Wealth & Trust held 27,171 shares of Vanguard Energy ETF worth $4.08M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 769 Vanguard Energy ETF shares in Q2 2026, an estimated $125K.
  • Vanguard Energy ETF made up 0.11% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #147 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Energy ETF in Q3 2017 and has held it in 36 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Energy ETF position peaked at $4.57M in Q1 2026.
  • 349 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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