MassMutual Private Wealth & Trust’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.7M	Sell	493,743 -7,320	-1%	-$427K	0.74%	37
2026 Q1	$29.3M	Sell	501,063 -4,053	-0.8%	-$238K	0.8%	34
2025 Q4	$29.7M	Sell	505,116 -26,841	-5%	-$1.58M	0.76%	36
2025 Q3	$31.3M	Buy	531,957 +18,053	+4%	+$1.06M	0.8%	34
2025 Q2	$30.2M	Buy	513,904 +66,586	+15%	+$3.9M	0.8%	32
2025 Q1	$26.3M	Sell	447,318 -19,347	-4%	-$1.13M	0.76%	37
2024 Q4	$27.2M	Sell	466,665 -83,336	-15%	-$4.86M	0.76%	34
2024 Q3	$32.5M	Buy	550,001 +11,464	+2%	+$671K	0.92%	27
2024 Q2	$31.2M	Buy	538,537 +16,430	+3%	+$949K	0.95%	23
2024 Q1	$30.3M	Buy	522,107 +8,690	+2%	+$505K	0.94%	28
2023 Q4	$29.9M	Buy	513,417 +18,291	+4%	+$1.06M	1%	24
2023 Q3	$28.5M	Buy	495,126 +36,304	+8%	+$2.09M	1.05%	23
2023 Q2	$26.5M	Buy	458,822 +40,018	+10%	+$2.33M	0.95%	24
2023 Q1	$24.5M	Buy	418,804 +84,000	+25%	+$4.88M	0.94%	25
2022 Q4	$19.4M	Buy	334,804 +120,832	+56%	+$6.98M	0.8%	33
2022 Q3	$12.4M	Buy	+213,972	New	+$12.5M	0.56%	46

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

BTI

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.5% in Q2 2026, selling an estimated $427K and leaving 493,743 shares worth $28.7M. The position accounts for 0.74% of the portfolio, ranked #37.

MassMutual Private Wealth & Trust first reported a position in VGSH in Q3 2022 and has held it in 16 quarters since. The position peaked at $32.5M in Q3 2024. 503 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

MassMutual Private Wealth & Trust held 493,743 shares of Vanguard Short-Term Treasury ETF worth $28.7M as of Q2 2026.
MassMutual Private Wealth & Trust sold 7,320 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $427K.
Vanguard Short-Term Treasury ETF made up 0.74% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #37 holding.
MassMutual Private Wealth & Trust first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
MassMutual Private Wealth & Trust's Vanguard Short-Term Treasury ETF position peaked at $32.5M in Q3 2024.
503 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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