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VNQ icon

MassMutual Private Wealth & Trust’s Vanguard Real Estate ETF VNQ Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Sell
33,009
-168,587
-84% -$16.1M 0.08% 162
2026
Q1 		$17.9M Sell
201,596
-104,246
-34% -$9.56M 0.49% 54
2025
Q4 		$27.1M Sell
305,842
-10,398
-3% -$934K 0.7% 38
2025
Q3 		$28.9M Buy
316,240
+10,256
+3% +$930K 0.74% 35
2025
Q2 		$27.3M Buy
305,984
+9,649
+3% +$851K 0.73% 37
2025
Q1 		$26.8M Buy
296,335
+16,315
+6% +$1.48M 0.78% 35
2024
Q4 		$24.9M Buy
280,020
+21,644
+8% +$2.05M 0.7% 39
2024
Q3 		$25.2M Buy
258,376
+8,679
+3% +$799K 0.72% 39
2024
Q2 		$20.9M Buy
249,697
+4,758
+2% +$393K 0.63% 43
2024
Q1 		$21.2M Buy
244,939
+6,982
+3% +$597K 0.66% 45
2023
Q4 		$21M Sell
237,957
-4,223
-2% -$335K 0.71% 37
2023
Q3 		$18.3M Buy
242,180
+2,726
+1% +$225K 0.68% 36
2023
Q2 		$20M Buy
239,454
+4,165
+2% +$341K 0.72% 36
2023
Q1 		$19.5M Sell
235,289
-58,438
-20% -$5.02M 0.75% 35
2022
Q4 		$24.2M Sell
293,727
-13,641
-4% -$1.13M 1% 24
2022
Q3 		$24.6M Sell
307,368
-3,039
-1% -$284K 1.12% 23
2022
Q2 		$28.3M Sell
310,407
-31,342
-9% -$3.12M 1.22% 20
2022
Q1 		$37M Buy
341,749
+13,589
+4% +$1.44M 1.4% 16
2021
Q4 		$38.1M Buy
328,160
+799
+0.2% +$87.3K 1.41% 13
2021
Q3 		$33.3M Sell
327,361
-26,324
-7% -$2.79M 1.38% 13
2021
Q2 		$36M Sell
353,685
-20,297
-5% -$2.01M 1.53% 10
2021
Q1 		$34.4M Sell
373,982
-66,727
-15% -$5.86M 1.62% 10
2020
Q4 		$37.4M Sell
440,709
-30,196
-6% -$2.5M 1.92% 8
2020
Q3 		$37.2M Buy
470,905
+87,635
+23% +$7.04M 2.17% 6
2020
Q2 		$30.1M Buy
383,270
+7,502
+2% +$569K 1.94% 7
2020
Q1 		$26.2M Sell
375,768
-9,133
-2% -$802K 2.1% 6
2019
Q4 		$35.7M Sell
384,901
-948
-0.2% -$87.8K 2.21% 6
2019
Q3 		$36M Sell
385,849
-7,096
-2% -$644K 2.41% 5
2019
Q2 		$34.3M Sell
392,945
-373
-0.1% -$32.7K 2.37% 5
2019
Q1 		$34.2M Buy
393,318
+11,538
+3% +$953K 2.46% 4
2018
Q4 		$28.5M Sell
381,780
-5,724
-1% -$451K 2.44% 5
2018
Q3 		$31.3M Buy
387,504
+3,018
+0.8% +$249K 2.32% 6
2018
Q2 		$31.3M Buy
384,486
+13,521
+4% +$1.05M 2.5% 6
2018
Q1 		$28M Buy
370,965
+6,704
+2% +$513K 2.32% 6
2017
Q4 		$30.2M Buy
+364,261
New +$30.5M 2.5% 6
2016
Q2 		$25.9M Sell
291,751
-2,131
-0.7% -$179K 3.27% 3
2016
Q1 		$24.6M Buy
293,882
+838
+0.3% +$65.2K 3.32% 3
2015
Q4 		$23.4M Buy
293,044
+64,283
+28% +$5.09M 3.34% 3
2015
Q3 		$16.4M Buy
228,761
+20,557
+10% +$1.58M 3.47% 3
2015
Q2 		$15.6M Sell
208,204
-50,309
-19% -$4.02M 3.48% 3
2015
Q1 		$21.8M Buy
258,513
+14,424
+6% +$1.22M 3.59% 3
2014
Q4 		$19.8M Buy
244,089
+15,328
+7% +$1.2M 6.39% 1
2014
Q3 		$16.4M Buy
228,761
+21,007
+10% +$1.59M 3.27% 4
2014
Q2 		$15.5M Buy
207,754
+47,757
+30% +$3.51M 6.14% 3
2014
Q1 		$11.3M Buy
159,997
+44,477
+39% +$3.04M 6.61% 2
2013
Q4 		$7.46M Buy
+115,520
New +$7.73M 6.86% 2

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard Real Estate ETF (VNQ) stake by 84% in Q2 2026, selling an estimated $16.1M and leaving 33,009 shares worth $3.18M. The position accounts for 0.08% of the portfolio, ranked #162.

MassMutual Private Wealth & Trust first reported a position in VNQ in Q4 2013 and has held it in 46 quarters since. The position peaked at $38.1M in Q4 2021. 871 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • MassMutual Private Wealth & Trust held 33,009 shares of Vanguard Real Estate ETF worth $3.18M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 168,587 Vanguard Real Estate ETF shares in Q2 2026, an estimated $16.1M.
  • Vanguard Real Estate ETF made up 0.08% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #162 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 46 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Real Estate ETF position peaked at $38.1M in Q4 2021.
  • 871 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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