MPWT
VFH icon

MassMutual Private Wealth & Trust’s Vanguard Financials ETF VFH Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.3M Sell
108,624
-2,307
-2% -$294K 0.37% 62
2026
Q1 		$13.4M Sell
110,931
-2,001
-2% -$255K 0.36% 66
2025
Q4 		$15.1M Sell
112,932
-2,596
-2% -$337K 0.39% 65
2025
Q3 		$15.2M Buy
115,528
+3,030
+3% +$392K 0.39% 67
2025
Q2 		$14.3M Buy
112,498
+3,578
+3% +$427K 0.38% 66
2025
Q1 		$13M Buy
108,920
+3,972
+4% +$484K 0.38% 68
2024
Q4 		$12.4M Sell
104,948
-470
-0.4% -$55.6K 0.35% 70
2024
Q3 		$11.6M Buy
105,418
+2,276
+2% +$241K 0.33% 75
2024
Q2 		$10.3M Buy
103,142
+2,157
+2% +$215K 0.31% 77
2024
Q1 		$10.3M Buy
100,985
+2,199
+2% +$211K 0.32% 77
2023
Q4 		$9.11M Buy
98,786
+1,534
+2% +$129K 0.31% 77
2023
Q3 		$7.81M Buy
97,252
+376
+0.4% +$31.4K 0.29% 86
2023
Q2 		$7.87M Buy
96,876
+1,539
+2% +$121K 0.28% 87
2023
Q1 		$7.43M Buy
95,337
+2,845
+3% +$241K 0.28% 93
2022
Q4 		$7.65M Buy
92,492
+3,468
+4% +$287K 0.31% 86
2022
Q3 		$6.63M Sell
89,024
-713
-0.8% -$58K 0.3% 97
2022
Q2 		$6.93M Buy
89,737
+4,007
+5% +$338K 0.3% 91
2022
Q1 		$8.01M Sell
85,730
-11,812
-12% -$1.13M 0.3% 91
2021
Q4 		$9.42M Buy
97,542
+1,588
+2% +$155K 0.35% 77
2021
Q3 		$8.89M Buy
95,954
+1,355
+1% +$125K 0.37% 74
2021
Q2 		$8.56M Sell
94,599
-120
-0.1% -$10.8K 0.36% 79
2021
Q1 		$8M Buy
94,719
+2,596
+3% +$207K 0.38% 73
2020
Q4 		$6.71M Buy
92,123
+5,198
+6% +$343K 0.34% 80
2020
Q3 		$5.08M Buy
86,925
+5,719
+7% +$340K 0.3% 92
2020
Q2 		$4.64M Buy
81,206
+9,132
+13% +$508K 0.3% 88
2020
Q1 		$3.66M Sell
72,074
-9,214
-11% -$628K 0.29% 87
2019
Q4 		$6.2M Buy
81,288
+1,399
+2% +$102K 0.38% 65
2019
Q3 		$5.59M Buy
79,889
+3,011
+4% +$208K 0.37% 69
2019
Q2 		$5.3M Buy
76,878
+1,046
+1% +$71K 0.37% 72
2019
Q1 		$4.89M Buy
75,832
+41,010
+118% +$2.66M 0.35% 73
2018
Q4 		$2.07M Sell
34,822
-952
-3% -$61.8K 0.18% 133
2018
Q3 		$2.48M Buy
35,774
+4,825
+16% +$341K 0.18% 128
2018
Q2 		$2.09M Buy
30,949
+3,442
+13% +$240K 0.17% 132
2018
Q1 		$1.91M Buy
27,507
+10,739
+64% +$774K 0.16% 136
2017
Q4 		$1.17M Buy
16,768
+3,394
+25% +$230K 0.1% 167
2017
Q3 		$874K Buy
13,374
+10,996
+462% +$694K 0.07% 186
2017
Q2 		$149K Sell
2,378
-46,068
-95% -$2.78M 0.01% 354
2017
Q1 		$2.93M Sell
48,446
-2,336
-5% -$142K 0.28% 106
2016
Q4 		$3.01M Buy
+50,782
New +$2.77M 0.37% 81
2016
Q2 		$11.8K Sell
250
-274
-52% -$13K ﹤0.01% 498
2016
Q1 		$24.3K Hold
524
– – ﹤0.01% 430
2015
Q4 		$25.4K Buy
524
+173
+49% +$8.46K ﹤0.01% 405
2015
Q3 		$16.3K Hold
351
– – ﹤0.01% 473
2015
Q2 		$16.3K Buy
+351
New +$17.6K ﹤0.01% 442
2014
Q4 		– Sell
-351
Closed -$16.3K – 769
2014
Q3 		$16.3K Buy
+351
New +$16.4K ﹤0.01% 463

Other funds holding VFH

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard Financials ETF (VFH) stake by 2.1% in Q2 2026, selling an estimated $294K and leaving 108,624 shares worth $14.3M. The position accounts for 0.37% of the portfolio, ranked #62.

MassMutual Private Wealth & Trust first reported a position in VFH in Q3 2014 and has held it in 45 quarters since. The position peaked at $15.2M in Q3 2025. 341 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • MassMutual Private Wealth & Trust held 108,624 shares of Vanguard Financials ETF worth $14.3M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 2,307 Vanguard Financials ETF shares in Q2 2026, an estimated $294K.
  • Vanguard Financials ETF made up 0.37% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #62 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Financials ETF in Q3 2014 and has held it in 45 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Financials ETF position peaked at $15.2M in Q3 2025.
  • 341 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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