MPWT
VHT icon

MassMutual Private Wealth & Trust’s Vanguard Health Care ETF VHT Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12M Sell
40,007
-109
-0.3% -$30.3K 0.31% 71
2026
Q1 		$10.9M Sell
40,116
-947
-2% -$271K 0.3% 77
2025
Q4 		$11.8M Sell
41,063
-1,788
-4% -$500K 0.3% 77
2025
Q3 		$11.1M Buy
42,851
+908
+2% +$228K 0.28% 80
2025
Q2 		$10.4M Buy
41,943
+1,376
+3% +$340K 0.28% 84
2025
Q1 		$10.7M Buy
40,567
+1,529
+4% +$407K 0.31% 74
2024
Q4 		$9.9M Buy
39,038
+190
+0.5% +$51.2K 0.28% 86
2024
Q3 		$11M Buy
38,848
+822
+2% +$228K 0.31% 80
2024
Q2 		$10.1M Buy
38,026
+27
+0.1% +$7.08K 0.31% 79
2024
Q1 		$10.3M Buy
37,999
+17
+0% +$4.47K 0.32% 78
2023
Q4 		$9.52M Buy
37,982
+576
+2% +$136K 0.32% 75
2023
Q3 		$8.79M Buy
37,406
+158
+0.4% +$38.5K 0.32% 75
2023
Q2 		$9.12M Buy
37,248
+373
+1% +$90.7K 0.33% 77
2023
Q1 		$8.79M Buy
36,875
+1,091
+3% +$263K 0.34% 80
2022
Q4 		$8.88M Buy
35,784
+1,161
+3% +$281K 0.37% 74
2022
Q3 		$7.75M Buy
34,623
+96
+0.3% +$22.9K 0.35% 77
2022
Q2 		$8.13M Sell
34,527
-804
-2% -$194K 0.35% 74
2022
Q1 		$8.99M Sell
35,331
-3,838
-10% -$948K 0.34% 78
2021
Q4 		$10.4M Buy
39,169
+1,576
+4% +$402K 0.39% 70
2021
Q3 		$9.29M Buy
37,593
+1,255
+3% +$322K 0.38% 71
2021
Q2 		$8.98M Buy
36,338
+1,347
+4% +$322K 0.38% 73
2021
Q1 		$8M Buy
34,991
+2,470
+8% +$567K 0.38% 74
2020
Q4 		$7.28M Buy
32,521
+2,446
+8% +$523K 0.37% 70
2020
Q3 		$6.13M Buy
30,075
+1,901
+7% +$385K 0.36% 73
2020
Q2 		$5.43M Buy
28,174
+1,856
+7% +$348K 0.35% 69
2020
Q1 		$4.37M Sell
26,318
-3,756
-12% -$686K 0.35% 74
2019
Q4 		$5.77M Buy
30,074
+543
+2% +$97.4K 0.36% 73
2019
Q3 		$4.95M Buy
29,531
+1,139
+4% +$195K 0.33% 81
2019
Q2 		$4.94M Sell
28,392
-8,795
-24% -$1.48M 0.34% 78
2019
Q1 		$6.41M Buy
37,187
+8,331
+29% +$1.41M 0.46% 51
2018
Q4 		$4.63M Buy
28,856
+117
+0.4% +$19.8K 0.4% 61
2018
Q3 		$5.18M Buy
28,739
+2,483
+9% +$427K 0.38% 65
2018
Q2 		$4.18M Buy
26,256
+1,744
+7% +$275K 0.33% 73
2018
Q1 		$3.76M Buy
24,512
+3,428
+16% +$547K 0.31% 85
2017
Q4 		$3.25M Buy
21,084
+1,540
+8% +$236K 0.27% 95
2017
Q3 		$2.98M Buy
19,544
+4,019
+26% +$600K 0.25% 113
2017
Q2 		$2.29M Buy
+15,525
New +$2.19M 0.2% 129

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard Health Care ETF (VHT) stake by 0.27% in Q2 2026, selling an estimated $30.3K and leaving 40,007 shares worth $12M. The position accounts for 0.31% of the portfolio, ranked #71.

MassMutual Private Wealth & Trust first reported a position in VHT in Q2 2017 and has held it in 37 quarters since. 212 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • MassMutual Private Wealth & Trust held 40,007 shares of Vanguard Health Care ETF worth $12M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 109 Vanguard Health Care ETF shares in Q2 2026, an estimated $30.3K.
  • Vanguard Health Care ETF made up 0.31% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #71 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Health Care ETF in Q2 2017 and has held it in 37 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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