MassMutual Private Wealth & Trust
VGSH icon

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
Q3 		$29.3M Buy
508,628
+14,885
+3% +$863K 0.77% 36
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

AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Presilium Private Wealth
Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 3% in Q3 2026, buying an estimated $863K and bringing the position to 508,628 shares worth $29.3M. The position accounts for 0.77% of the portfolio, ranked #36.

MassMutual Private Wealth & Trust first reported a position in VGSH in Q3 2022 and has held it in 17 quarters since. The position peaked at $32.5M in Q3 2024. 588 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • MassMutual Private Wealth & Trust held 508,628 shares of Vanguard Short-Term Treasury ETF worth $29.3M as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 14,885 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $863K.
  • Vanguard Short-Term Treasury ETF made up 0.77% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #36 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 17 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Short-Term Treasury ETF position peaked at $32.5M in Q3 2024.
  • 588 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

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