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MassMutual Private Wealth & Trust’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$144M Sell
1,791,507
-266,049
-13% -$20.6M 3.73% 3
2026
Q1 		$148M Sell
2,057,556
-27,420
-1% -$2.04M 4.02% 3
2025
Q4 		$151M Sell
2,084,976
-11,596
-0.6% -$844K 3.89% 4
2025
Q3 		$154M Sell
2,096,572
-9,900
-0.5% -$711K 3.92% 4
2025
Q2 		$147M Buy
2,106,472
+39,032
+2% +$2.56M 3.93% 3
2025
Q1 		$134M Buy
2,067,440
+1,092
+0.1% +$73.3K 3.87% 3
2024
Q4 		$136M Buy
2,066,348
+121,368
+6% +$8.24M 3.83% 4
2024
Q3 		$128M Buy
1,944,980
+53,588
+3% +$3.36M 3.65% 4
2024
Q2 		$114M Buy
1,891,392
+19,388
+1% +$1.18M 3.47% 4
2024
Q1 		$117M Buy
1,872,004
+10,248
+0.6% +$606K 3.64% 3
2023
Q4 		$108M Buy
1,861,756
+23,784
+1% +$1.27M 3.63% 3
2023
Q3 		$95.7M Buy
1,837,972
+75,092
+4% +$4.12M 3.53% 3
2023
Q2 		$97M Buy
1,762,880
+85,080
+5% +$4.46M 3.49% 3
2023
Q1 		$88.5M Buy
1,677,800
+222,108
+15% +$11.8M 3.38% 3
2022
Q4 		$74.2M Buy
1,455,692
+3,800
+0.3% +$194K 3.05% 3
2022
Q3 		$68.2M Buy
1,451,892
+66,000
+5% +$3.45M 3.1% 3
2022
Q2 		$68.2M Buy
1,385,892
+95,580
+7% +$5.16M 2.96% 3
2022
Q1 		$76.7M Buy
1,290,312
+180,136
+16% +$10.6M 2.9% 4
2021
Q4 		$70.7M Buy
1,110,176
+70,224
+7% +$4.4M 2.63% 5
2021
Q3 		$61.6M Buy
1,039,952
+77,424
+8% +$4.68M 2.54% 5
2021
Q2 		$57.1M Buy
962,528
+75,880
+9% +$4.4M 2.43% 6
2021
Q1 		$49.1M Buy
886,648
+59,532
+7% +$3.23M 2.31% 6
2020
Q4 		$42.8M Buy
827,116
+113,016
+16% +$5.47M 2.19% 6
2020
Q3 		$31.5M Buy
714,100
+554,488
+347% +$24.2M 1.84% 7
2020
Q2 		$6.54M Buy
159,612
+38,052
+31% +$1.46M 0.42% 59
2020
Q1 		$4M Buy
121,560
+10,828
+10% +$448K 0.32% 80
2019
Q4 		$4.93M Buy
110,732
+11,500
+12% +$494K 0.3% 88
2019
Q3 		$4.16M Buy
99,232
+40,400
+69% +$1.69M 0.28% 103
2019
Q2 		$2.46M Buy
58,832
+14,000
+31% +$573K 0.17% 139
2019
Q1 		$1.8M Buy
44,832
+10,520
+31% +$405K 0.13% 154
2018
Q4 		$1.19M Sell
34,312
-1,200
-3% -$45.1K 0.1% 168
2018
Q3 		$1.46M Sell
35,512
-260
-0.7% -$10.6K 0.11% 164
2018
Q2 		$1.41M Buy
35,772
+2,640
+8% +$104K 0.11% 160
2018
Q1 		$1.28M Sell
33,132
-9,152
-22% -$360K 0.11% 163
2017
Q4 		$1.64M Buy
42,284
+20,504
+94% +$774K 0.14% 145
2017
Q3 		$800K Buy
21,780
+2,920
+15% +$105K 0.07% 193
2017
Q2 		$672K Buy
18,860
+2,192
+13% +$77.5K 0.06% 198
2017
Q1 		$580K Sell
16,668
-520
-3% -$17.9K 0.05% 213
2016
Q4 		$566K Buy
+17,188
New +$556K 0.07% 186
2016
Q2 		$607K Sell
19,648
-860
-4% -$26.3K 0.08% 209
2016
Q1 		$622K Sell
20,508
-1,260
-6% -$35.6K 0.08% 202
2015
Q4 		$654K Sell
21,768
-1,580
-7% -$48.2K 0.09% 185
2015
Q3 		$685K Sell
23,348
-2,808
-11% -$87.5K 0.14% 154
2015
Q2 		$776K Buy
26,156
+5,976
+30% +$194K 0.17% 139
2015
Q1 		$669K Sell
20,180
-1,080
-5% -$34K 0.11% 189
2014
Q4 		$657K Sell
21,260
-2,088
-9% -$62.9K 0.21% 124
2014
Q3 		$685K Sell
23,348
-2,368
-9% -$70.3K 0.14% 152
2014
Q2 		$763K Buy
25,716
+25,096
+4,048% +$717K 0.3% 86
2014
Q1 		$17.6K Buy
+620
New +$17.2K 0.01% 277

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q2 2026, selling an estimated $20.6M and leaving 1,791,507 shares worth $144M. The position accounts for 3.73% of the portfolio, ranked #3.

MassMutual Private Wealth & Trust first reported a position in VO in Q1 2014 and has held it in 49 quarters since. The position peaked at $154M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,791,507 shares of Vanguard Morningstar Mid-Cap ETF worth $144M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 266,049 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $20.6M.
  • Vanguard Morningstar Mid-Cap ETF made up 3.73% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #3 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2014 and has held it in 49 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Morningstar Mid-Cap ETF position peaked at $154M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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