MPWT
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MassMutual Private Wealth & Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$948K Sell
4,006
-98
-2% -$22.5K 0.02% 259
2026
Q1 		$883K Sell
4,104
-39
-0.9% -$8.69K 0.02% 259
2025
Q4 		$911K Sell
4,143
-85
-2% -$18.6K 0.02% 254
2025
Q3 		$912K Sell
4,228
-133
-3% -$27.9K 0.02% 251
2025
Q2 		$893K Sell
4,361
-21
-0.5% -$4.07K 0.02% 258
2025
Q1 		$850K Sell
4,382
-313
-7% -$62.2K 0.02% 260
2024
Q4 		$919K Sell
4,695
-125
-3% -$25K 0.03% 257
2024
Q3 		$955K Sell
4,820
-54
-1% -$10.3K 0.03% 244
2024
Q2 		$890K Buy
4,874
+1,468
+43% +$264K 0.03% 244
2024
Q1 		$622K Buy
3,406
+71
+2% +$12.5K 0.02% 273
2023
Q4 		$568K Sell
3,335
-140
-4% -$22.5K 0.02% 274
2023
Q3 		$540K Sell
3,475
-358
-9% -$58K 0.02% 275
2023
Q2 		$623K Sell
3,833
-2,975
-44% -$466K 0.02% 259
2023
Q1 		$1.05M Sell
6,808
-3,135
-32% -$480K 0.04% 216
2022
Q4 		$1.51M Buy
9,943
+1,679
+20% +$250K 0.06% 203
2022
Q3 		$1.12M Buy
8,264
+7,813
+1,732% +$1.16M 0.05% 214
2022
Q2 		$65K Hold
451
– – ﹤0.01% 433
2022
Q1 		$73K Sell
451
-449
-50% -$72.4K ﹤0.01% 425
2021
Q4 		$155K Buy
900
+114
+15% +$18.8K 0.01% 361
2021
Q3 		$121K Sell
786
-49
-6% -$7.81K 0.01% 373
2021
Q2 		$129K Sell
835
-26
-3% -$3.99K 0.01% 371
2021
Q1 		$127K Sell
861
-319
-27% -$45.4K 0.01% 364
2020
Q4 		$167K Buy
1,180
+654
+124% +$88.6K 0.01% 356
2020
Q3 		$68K Hold
526
– – ﹤0.01% 393
2020
Q2 		$62K Sell
526
-1,174
-69% -$134K ﹤0.01% 391
2020
Q1 		$176K Sell
1,700
-100
-6% -$11.9K 0.01% 307
2019
Q4 		$224K Hold
1,800
– – 0.01% 337
2019
Q3 		$215K Hold
1,800
– – 0.01% 336
2019
Q2 		$207K Hold
1,800
– – 0.01% 334
2019
Q1 		$197K Buy
1,800
+75
+4% +$7.91K 0.01% 341
2018
Q4 		$169K Sell
1,725
-92
-5% -$9.59K 0.01% 329
2018
Q3 		$201K Hold
1,817
– – 0.01% 335
2018
Q2 		$185K Hold
1,817
– – 0.01% 340
2018
Q1 		$184K Sell
1,817
-1,034
-36% -$107K 0.02% 338
2017
Q4 		$291K Buy
2,851
+851
+43% +$83.8K 0.02% 306
2017
Q3 		$190K Sell
2,000
-420
-17% -$39.2K 0.02% 354
2017
Q2 		$224K Buy
2,420
+920
+61% +$84.4K 0.02% 324
2017
Q1 		$135K Sell
1,500
-150
-9% -$13.3K 0.01% 358
2016
Q4 		$141K Buy
+1,650
New +$139K 0.02% 291
2016
Q2 		$137K Hold
1,650
– – 0.02% 339
2016
Q1 		$134K Sell
1,650
-800
-33% -$61.3K 0.02% 314
2015
Q4 		$191K Sell
2,450
-600
-20% -$46.8K 0.03% 283
2015
Q3 		$235K Hold
3,050
– – 0.05% 248
2015
Q2 		$238K Buy
3,050
+500
+20% +$40.5K 0.05% 242
2015
Q1 		$205K Buy
2,550
+2,000
+364% +$162K 0.03% 272
2014
Q4 		$44.6K Sell
550
-2,500
-82% -$198K 0.01% 266
2014
Q3 		$235K Buy
3,050
+2,500
+455% +$194K 0.05% 245
2014
Q2 		$42.9K Hold
550
– – 0.02% 234
2014
Q1 		$41.4K Hold
550
– – 0.02% 216
2013
Q4 		$41.4K Buy
+550
New +$40K 0.04% 194

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q2 2026, selling an estimated $22.5K and leaving 4,006 shares worth $948K. The position accounts for 0.02% of the portfolio, ranked #259.

MassMutual Private Wealth & Trust first reported a position in VIG in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.51M in Q4 2022. 1,466 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 4,006 shares of Vanguard Dividend Appreciation ETF worth $948K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 98 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $22.5K.
  • Vanguard Dividend Appreciation ETF made up 0.02% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #259 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Dividend Appreciation ETF position peaked at $1.51M in Q4 2022.
  • 1,466 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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