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 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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.86% in Q2 2026, selling an estimated $121K and leaving 236,216 shares worth $13.9M. The position accounts for 0.36% of the portfolio, ranked #65.

MassMutual Private Wealth & Trust first reported a position in VGIT in Q4 2022 and has held it in 12 quarters since. The position peaked at $14.2M in Q1 2026. 498 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

MassMutual Private Wealth & Trust held 236,216 shares of Vanguard Intermediate-Term Treasury ETF worth $13.9M as of Q2 2026.
MassMutual Private Wealth & Trust sold 2,055 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $121K.
Vanguard Intermediate-Term Treasury ETF made up 0.36% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #65 holding.
MassMutual Private Wealth & Trust first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 12 quarters since.
MassMutual Private Wealth & Trust's Vanguard Intermediate-Term Treasury ETF position peaked at $14.2M in Q1 2026.
498 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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