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MassMutual Private Wealth & Trust’s Vanguard Russell 1000 ETF VONE Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-51
Closed -$12.2K – 2236
2024
Q1 		$12.2K Buy
+51
New +$11.6K ﹤0.01% 975
2022
Q4 		– Sell
-30
Closed -$5K – 1872
2022
Q3 		$5K Buy
+30
New +$5.44K ﹤0.01% 971

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

MassMutual Private Wealth & Trust's VONE Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2024, closing a stake of 51 shares — an estimated $12.2K sold.

MassMutual Private Wealth & Trust first reported a position in VONE in Q3 2022 and held it in 2 quarters. The position peaked at $12.2K in Q1 2024. 280 funds tracked by Wall St. Rank hold VONE as of Q2 2024.

  • MassMutual Private Wealth & Trust reported no remaining Vanguard Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 51 Vanguard Russell 1000 ETF shares in Q2 2024, an estimated $12.2K.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Russell 1000 ETF in Q3 2022 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Vanguard Russell 1000 ETF position peaked at $12.2K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.