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MassMutual Private Wealth & Trust’s Vanguard Industrials ETF VIS Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5M Sell
31,941
-173
-0.5% -$58.6K 0.3% 72
2026
Q1 		$10M Sell
32,114
-1,117
-3% -$363K 0.27% 82
2025
Q4 		$9.92M Sell
33,231
-989
-3% -$294K 0.26% 90
2025
Q3 		$10.1M Buy
34,220
+477
+1% +$138K 0.26% 87
2025
Q2 		$9.45M Buy
33,743
+386
+1% +$99.7K 0.25% 89
2025
Q1 		$8.26M Buy
33,357
+812
+2% +$210K 0.24% 96
2024
Q4 		$8.28M Sell
32,545
-553
-2% -$147K 0.23% 98
2024
Q3 		$8.61M Buy
33,098
+640
+2% +$157K 0.25% 93
2024
Q2 		$7.63M Sell
32,458
-641
-2% -$153K 0.23% 98
2024
Q1 		$8.08M Buy
33,099
+486
+1% +$110K 0.25% 90
2023
Q4 		$7.19M Buy
32,613
+341
+1% +$68.7K 0.24% 97
2023
Q3 		$6.29M Sell
32,272
-181
-0.6% -$37.1K 0.23% 100
2023
Q2 		$6.67M Buy
32,453
+641
+2% +$123K 0.24% 96
2023
Q1 		$6.06M Buy
31,812
+667
+2% +$127K 0.23% 107
2022
Q4 		$5.69M Buy
31,145
+763
+3% +$136K 0.23% 108
2022
Q3 		$4.79M Sell
30,382
-719
-2% -$125K 0.22% 123
2022
Q2 		$5.08M Buy
31,101
+182
+0.6% +$32.2K 0.22% 120
2022
Q1 		$6.01M Sell
30,919
-3,572
-10% -$687K 0.23% 111
2021
Q4 		$7M Buy
34,491
+1,084
+3% +$217K 0.26% 100
2021
Q3 		$6.28M Buy
33,407
+1,033
+3% +$203K 0.26% 101
2021
Q2 		$6.36M Buy
32,374
+665
+2% +$131K 0.27% 98
2021
Q1 		$6M Buy
31,709
+1,671
+6% +$298K 0.28% 98
2020
Q4 		$5.11M Buy
30,038
+1,910
+7% +$306K 0.26% 105
2020
Q3 		$4.07M Buy
28,128
+1,821
+7% +$257K 0.24% 113
2020
Q2 		$3.42M Buy
26,307
+2,798
+12% +$341K 0.22% 118
2020
Q1 		$2.59M Sell
23,509
-3,193
-12% -$453K 0.21% 124
2019
Q4 		$4.11M Buy
26,702
+729
+3% +$110K 0.25% 108
2019
Q3 		$3.79M Buy
25,973
+1,111
+4% +$161K 0.25% 111
2019
Q2 		$3.63M Buy
24,862
+734
+3% +$105K 0.25% 111
2019
Q1 		$3.38M Buy
24,128
+12,546
+108% +$1.7M 0.24% 112
2018
Q4 		$1.39M Sell
11,582
-355
-3% -$47.1K 0.12% 154
2018
Q3 		$1.76M Buy
11,937
+1,612
+16% +$232K 0.13% 149
2018
Q2 		$1.4M Buy
10,325
+1,185
+13% +$165K 0.11% 162
2018
Q1 		$1.27M Buy
9,140
+3,709
+68% +$534K 0.11% 164
2017
Q4 		$773K Buy
5,431
+1,332
+32% +$183K 0.06% 204
2017
Q3 		$550K Buy
+4,099
New +$531K 0.05% 219

Other funds holding VIS

MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard Industrials ETF (VIS) stake by 0.54% in Q2 2026, selling an estimated $58.6K and leaving 31,941 shares worth $11.5M. The position accounts for 0.3% of the portfolio, ranked #72.

MassMutual Private Wealth & Trust first reported a position in VIS in Q3 2017 and has held it in 36 quarters since. 273 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 31,941 shares of Vanguard Industrials ETF worth $11.5M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 173 Vanguard Industrials ETF shares in Q2 2026, an estimated $58.6K.
  • Vanguard Industrials ETF made up 0.3% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #72 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Industrials ETF in Q3 2017 and has held it in 36 quarters since.
  • 273 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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