MPWT
VOO icon

MassMutual Private Wealth & Trust’s Vanguard S&P 500 ETF VOO Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.4M Sell
7,856
-240
-3% -$160K 0.14% 129
2026
Q1 		$4.84M Sell
8,096
-14,825
-65% -$9.27M 0.13% 129
2025
Q4 		$14.4M Buy
22,921
+15,807
+222% +$9.82M 0.37% 68
2025
Q3 		$4.36M Buy
7,114
+1,093
+18% +$644K 0.11% 145
2025
Q2 		$3.42M Sell
6,021
-2,058
-25% -$1.08M 0.09% 160
2025
Q1 		$4.15M Sell
8,079
-12,623
-61% -$6.82M 0.12% 145
2024
Q4 		$11.2M Buy
20,702
+15,970
+337% +$8.65M 0.31% 76
2024
Q3 		$2.5M Sell
4,732
-159
-3% -$80.8K 0.07% 184
2024
Q2 		$2.45M Buy
4,891
+316
+7% +$152K 0.07% 176
2024
Q1 		$2.2M Sell
4,575
-14,029
-75% -$6.42M 0.07% 182
2023
Q4 		$8.13M Buy
18,604
+13,452
+261% +$5.51M 0.27% 88
2023
Q3 		$2.02M Buy
5,152
+119
+2% +$48.7K 0.07% 186
2023
Q2 		$2.05M Buy
5,033
+748
+17% +$289K 0.07% 190
2023
Q1 		$1.61M Sell
4,285
-28,340
-87% -$10.4M 0.06% 198
2022
Q4 		$11.5M Buy
32,625
+31,551
+2,938% +$11.1M 0.47% 59
2022
Q3 		$353K Buy
1,074
+812
+310% +$297K 0.02% 287
2022
Q2 		$91K Sell
262
-245
-48% -$92.3K ﹤0.01% 394
2022
Q1 		$210K Sell
507
-9,839
-95% -$4.03M 0.01% 334
2021
Q4 		$4.52M Buy
10,346
+10,016
+3,035% +$4.23M 0.17% 133
2021
Q3 		$130K Hold
330
– – 0.01% 368
2021
Q2 		$130K Sell
330
-6
-2% -$2.3K 0.01% 370
2021
Q1 		$122K Sell
336
-1,045
-76% -$371K 0.01% 368
2020
Q4 		$475K Buy
1,381
+1,118
+425% +$364K 0.02% 285
2020
Q3 		$81K Buy
263
+121
+85% +$36.9K ﹤0.01% 385
2020
Q2 		$40K Sell
142
-220
-61% -$59.2K ﹤0.01% 422
2020
Q1 		$86K Sell
362
-490
-58% -$137K 0.01% 343
2019
Q4 		$252K Buy
852
+530
+165% +$150K 0.02% 333
2019
Q3 		$88K Buy
322
+102
+46% +$27.7K 0.01% 390
2019
Q2 		$59K Hold
220
– – ﹤0.01% 408
2019
Q1 		$57.1K Sell
220
-3,159
-93% -$789K ﹤0.01% 418
2018
Q4 		$777K Buy
3,379
+3,159
+1,436% +$783K 0.07% 198
2018
Q3 		$58.8K Hold
220
– – ﹤0.01% 409
2018
Q2 		$54.9K Sell
220
-325
-60% -$80.7K ﹤0.01% 407
2018
Q1 		$132K Sell
545
-320
-37% -$80.3K 0.01% 359
2017
Q4 		$212K Hold
865
– – 0.02% 337
2017
Q3 		$200K Sell
865
-230
-21% -$52.1K 0.02% 348
2017
Q2 		$243K Sell
1,095
-492
-31% -$108K 0.02% 318
2017
Q1 		$343K Hold
1,587
– – 0.03% 268
2016
Q4 		$326K Buy
+1,587
New +$318K 0.04% 229
2016
Q2 		$21.3K Sell
111
-92
-45% -$17.5K ﹤0.01% 452
2016
Q1 		$38.3K Buy
203
+111
+121% +$19.9K 0.01% 387
2015
Q4 		$17.2K Sell
92
-11
-11% -$2.07K ﹤0.01% 432
2015
Q3 		$18.6K Sell
103
-18
-15% -$3.35K ﹤0.01% 458
2015
Q2 		$21.7K Buy
121
+14
+13% +$2.7K ﹤0.01% 412
2015
Q1 		$20.2K Buy
107
+15
+16% +$2.84K ﹤0.01% 420
2014
Q4 		$17.3K Sell
92
-11
-11% -$2.03K 0.01% 347
2014
Q3 		$18.6K Sell
103
-18
-15% -$3.26K ﹤0.01% 453
2014
Q2 		$21.7K Buy
+121
New +$21.1K 0.01% 289

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard S&P 500 ETF (VOO) stake by 3% in Q2 2026, selling an estimated $160K and leaving 7,856 shares worth $5.4M. The position accounts for 0.14% of the portfolio, ranked #129.

MassMutual Private Wealth & Trust first reported a position in VOO in Q2 2014 and has held it in 48 quarters since. The position peaked at $14.4M in Q4 2025. 759 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 7,856 shares of Vanguard S&P 500 ETF worth $5.4M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 240 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $160K.
  • Vanguard S&P 500 ETF made up 0.14% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #129 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard S&P 500 ETF in Q2 2014 and has held it in 48 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard S&P 500 ETF position peaked at $14.4M in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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