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MassMutual Private Wealth & Trust’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,166
Closed -$133K – 2366
2024
Q3 		$133K Sell
2,166
-1,156
-35% -$69.8K ﹤0.01% 470
2024
Q2 		$192K Buy
+3,322
New +$190K 0.01% 409

Other funds holding VGLT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

MassMutual Private Wealth & Trust's VGLT Position: Q4 2024 in Review

MassMutual Private Wealth & Trust sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2024, closing a stake of 2,166 shares — an estimated $133K sold.

MassMutual Private Wealth & Trust first reported a position in VGLT in Q2 2024 and held it in 2 quarters. The position peaked at $192K in Q2 2024. 408 funds tracked by Wall St. Rank hold VGLT as of Q4 2024.

  • MassMutual Private Wealth & Trust reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 2,166 Vanguard Long-Term Treasury ETF shares in Q4 2024, an estimated $133K.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Long-Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Vanguard Long-Term Treasury ETF position peaked at $192K in Q2 2024.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.