MPWT
VOOV icon

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

MassMutual Private Wealth & Trust’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-890
Closed -$149K – 2136
2023
Q4 		$149K Sell
890
-30
-3% -$4.66K 0.01% 406
2023
Q3 		$137K Hold
920
– – 0.01% 411
2023
Q2 		$143K Sell
920
-1,200
-57% -$179K 0.01% 393
2023
Q1 		$311K Buy
2,120
+2,008
+1,793% +$293K 0.01% 319
2022
Q4 		$16K Buy
+112
New +$15.5K ﹤0.01% 691
2022
Q1 		– Sell
-385
Closed -$58K – 1647
2021
Q4 		$58K Buy
+385
New +$56.6K ﹤0.01% 473

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return