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MassMutual Private Wealth & Trust’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-200
Closed -$23K – 2502
2026
Q1 		$23K Buy
+200
New +$23.5K ﹤0.01% 1043

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026, closing a stake of 200 shares — an estimated $23K sold.

MassMutual Private Wealth & Trust first reported a position in VIOO in Q1 2026 and held it in 1 quarter. The position peaked at $23K in Q1 2026. 228 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 200 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $23K.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2026 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Vanguard S&P Small-Cap 600 ETF position peaked at $23K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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