MassMutual Private Wealth & Trust
VGIT icon

MassMutual Private Wealth & Trust’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.5M Buy
237,706
+1,490
+0.6% +$86.5K 0.36% 64
2026
Q2 		$13.9M Sell
236,216
-2,055
-0.9% -$121K 0.36% 65
2026
Q1 		$14.2M Buy
238,271
+2,940
+1% +$176K 0.39% 64
2025
Q4 		$14.1M Buy
235,331
+800
+0.3% +$48.1K 0.36% 72
2025
Q3 		$14.1M Buy
234,531
+7,440
+3% +$444K 0.36% 69
2025
Q2 		$13.6M Buy
227,091
+54,658
+32% +$3.24M 0.36% 67
2025
Q1 		$10.2M Sell
172,433
-8,786
-5% -$514K 0.3% 81
2024
Q4 		$10.5M Sell
181,219
-34,049
-16% -$2M 0.29% 81
2024
Q3 		$13M Buy
215,268
+37,969
+21% +$2.27M 0.37% 69
2024
Q2 		$10.3M Buy
177,299
+29,227
+20% +$1.69M 0.31% 76
2024
Q1 		$8.67M Buy
148,072
+91,234
+161% +$5.35M 0.27% 85
2023
Q4 		$3.37M Buy
+56,838
New +$3.28M 0.11% 163
2023
Q1 		– Sell
-4,722
Closed -$276K – 1901
2022
Q4 		$276K Buy
+4,722
New +$276K 0.01% 321

Other funds holding VGIT

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

MassMutual Private Wealth & Trust's VGIT Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.63% in Q3 2026, buying an estimated $86.5K and bringing the position to 237,706 shares worth $13.5M. The position accounts for 0.36% of the portfolio, ranked #64.

MassMutual Private Wealth & Trust first reported a position in VGIT in Q4 2022 and has held it in 13 quarters since. The position peaked at $14.2M in Q1 2026. 742 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • MassMutual Private Wealth & Trust held 237,706 shares of Vanguard Intermediate-Term Treasury ETF worth $13.5M as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 1,490 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $86.5K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.36% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #64 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 13 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Intermediate-Term Treasury ETF position peaked at $14.2M in Q1 2026.
  • 742 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.