MPWT
VOT icon

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

MassMutual Private Wealth & Trust’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.58M Sell
24,746
-2,721
-10% -$785K 0.2% 100
2026
Q1 		$7.07M Sell
27,467
-1,939
-7% -$532K 0.19% 102
2025
Q4 		$8.21M Sell
29,406
-1,325
-4% -$379K 0.21% 102
2025
Q3 		$9.03M Sell
30,731
-2,014
-6% -$581K 0.23% 96
2025
Q2 		$9.31M Sell
32,745
-1,659
-5% -$428K 0.25% 91
2025
Q1 		$8.42M Sell
34,404
-1,512
-4% -$393K 0.24% 95
2024
Q4 		$9.11M Sell
35,916
-792
-2% -$204K 0.26% 90
2024
Q3 		$8.94M Buy
36,708
+26
+0.1% +$6.05K 0.25% 89
2024
Q2 		$8.42M Sell
36,682
-884
-2% -$203K 0.26% 86
2024
Q1 		$8.86M Sell
37,566
-676
-2% -$151K 0.28% 82
2023
Q4 		$8.4M Sell
38,242
-907
-2% -$181K 0.28% 83
2023
Q3 		$7.63M Buy
39,149
+712
+2% +$145K 0.28% 89
2023
Q2 		$7.91M Sell
38,437
-3,165
-8% -$613K 0.28% 86
2023
Q1 		$8.11M Sell
41,602
-197
-0.5% -$37.7K 0.31% 85
2022
Q4 		$7.51M Sell
41,799
-28
-0.1% -$5.07K 0.31% 88
2022
Q3 		$7.13M Buy
41,827
+185
+0.4% +$35K 0.32% 84
2022
Q2 		$7.3M Sell
41,642
-49
-0.1% -$9.49K 0.32% 88
2022
Q1 		$9.29M Sell
41,691
-2,061
-5% -$455K 0.35% 76
2021
Q4 		$11.1M Buy
43,752
+1,500
+4% +$378K 0.41% 62
2021
Q3 		$9.98M Buy
42,252
+355
+0.8% +$86K 0.41% 64
2021
Q2 		$9.9M Sell
41,897
-1,706
-4% -$383K 0.42% 56
2021
Q1 		$9.36M Buy
43,603
+1,981
+5% +$430K 0.44% 55
2020
Q4 		$8.83M Sell
41,622
-1,689
-4% -$333K 0.45% 52
2020
Q3 		$7.8M Sell
43,311
-1,646
-4% -$290K 0.46% 53
2020
Q2 		$7.42M Buy
44,957
+8,590
+24% +$1.3M 0.48% 52
2020
Q1 		$4.61M Buy
36,367
+5,602
+18% +$851K 0.37% 66
2019
Q4 		$4.88M Sell
30,765
-4,160
-12% -$635K 0.3% 89
2019
Q3 		$5.17M Buy
34,925
+849
+2% +$127K 0.35% 79
2019
Q2 		$5.09M Sell
34,076
-2,758
-7% -$402K 0.35% 73
2019
Q1 		$5.26M Sell
36,834
-15,251
-29% -$2.05M 0.38% 69
2018
Q4 		$6.23M Sell
52,085
-3,129
-6% -$402K 0.53% 42
2018
Q3 		$7.87M Buy
55,214
+1,008
+2% +$141K 0.58% 41
2018
Q2 		$7.29M Sell
54,206
-275
-0.5% -$36.5K 0.58% 41
2018
Q1 		$7.06M Sell
54,481
-395
-0.7% -$51.9K 0.58% 41
2017
Q4 		$7.01M Sell
54,876
-3,119
-5% -$391K 0.58% 41
2017
Q3 		$7.06M Sell
57,995
-1,851
-3% -$221K 0.59% 43
2017
Q2 		$7.04M Sell
59,846
-683
-1% -$79.4K 0.63% 39
2017
Q1 		$6.84M Sell
60,529
-895
-1% -$99.5K 0.64% 37
2016
Q4 		$6.49M Buy
+61,424
New +$6.44M 0.79% 27
2016
Q2 		$4.88M Sell
47,918
-801
-2% -$80.9K 0.62% 37
2016
Q1 		$4.88M Buy
48,719
+240
+0.5% +$22.4K 0.66% 34
2015
Q4 		$4.83M Buy
48,479
+5,004
+12% +$507K 0.69% 34
2015
Q3 		$4.19M Sell
43,475
-299
-0.7% -$31.2K 0.88% 26
2015
Q2 		$4.22M Sell
43,774
-5,994
-12% -$649K 0.94% 26
2015
Q1 		$5.38M Buy
+49,768
New +$5.18M 0.89% 23
2014
Q4 		– Sell
-43,475
Closed -$4.19M – 773
2014
Q3 		$4.19M Buy
+43,475
New +$4.21M 0.83% 28

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 9.9% in Q2 2026, selling an estimated $785K and leaving 24,746 shares worth $7.58M. The position accounts for 0.2% of the portfolio, ranked #100.

MassMutual Private Wealth & Trust first reported a position in VOT in Q3 2014 and has held it in 46 quarters since. The position peaked at $11.1M in Q4 2021. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • MassMutual Private Wealth & Trust held 24,746 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $7.58M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 2,721 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $785K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.2% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #100 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2014 and has held it in 46 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $11.1M in Q4 2021.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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