MPWT
VPU

MassMutual Private Wealth & Trust’s Vanguard Utilities ETF VPU Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.6M Buy
13,292
+54
+0.4% +$10.6K 0.07% 180
2026
Q1 		$2.62M Sell
13,238
-264
-2% -$51.3K 0.07% 178
2025
Q4 		$2.5M Sell
13,502
-574
-4% -$110K 0.06% 180
2025
Q3 		$2.67M Buy
14,076
+325
+2% +$59.5K 0.07% 182
2025
Q2 		$2.43M Buy
13,751
+534
+4% +$92.1K 0.06% 186
2025
Q1 		$2.26M Buy
13,217
+719
+6% +$121K 0.07% 188
2024
Q4 		$2.04M Sell
12,498
-230
-2% -$39.4K 0.06% 195
2024
Q3 		$2.22M Buy
12,728
+532
+4% +$85.5K 0.06% 195
2024
Q2 		$1.8M Sell
12,196
-72
-0.6% -$10.7K 0.05% 203
2024
Q1 		$1.75M Buy
12,268
+269
+2% +$36.4K 0.05% 200
2023
Q4 		$1.64M Sell
11,999
-98
-0.8% -$12.9K 0.06% 202
2023
Q3 		$1.54M Buy
12,097
+23
+0.2% +$3.22K 0.06% 202
2023
Q2 		$1.72M Buy
12,074
+280
+2% +$41K 0.06% 198
2023
Q1 		$1.74M Buy
11,794
+276
+2% +$40.9K 0.07% 194
2022
Q4 		$1.77M Buy
11,518
+402
+4% +$59.6K 0.07% 192
2022
Q3 		$1.58M Buy
11,116
+55
+0.5% +$8.77K 0.07% 190
2022
Q2 		$1.69M Sell
11,061
-170
-2% -$26.8K 0.07% 193
2022
Q1 		$1.82M Sell
11,231
-315
-3% -$47.6K 0.07% 194
2021
Q4 		$1.81M Buy
11,546
+482
+4% +$71.1K 0.07% 195
2021
Q3 		$1.54M Buy
11,064
+479
+5% +$69.9K 0.06% 199
2021
Q2 		$1.47M Buy
10,585
+162
+2% +$23.2K 0.06% 205
2021
Q1 		$1.47M Buy
10,423
+678
+7% +$92.4K 0.07% 192
2020
Q4 		$1.34M Buy
9,745
+695
+8% +$95.8K 0.07% 188
2020
Q3 		$1.17M Buy
9,050
+823
+10% +$106K 0.07% 184
2020
Q2 		$1.02M Buy
8,227
+656
+9% +$83K 0.07% 192
2020
Q1 		$923K Sell
7,571
-1,002
-12% -$141K 0.07% 184
2019
Q4 		$1.23M Buy
8,573
+194
+2% +$27.3K 0.08% 190
2019
Q3 		$1.2M Buy
8,379
+159
+2% +$21.8K 0.08% 185
2019
Q2 		$1.09M Buy
8,220
+81
+1% +$10.6K 0.08% 193
2019
Q1 		$1.05M Buy
8,139
+4,299
+112% +$533K 0.08% 197
2018
Q4 		$452K Sell
3,840
-222
-5% -$26.9K 0.04% 251
2018
Q3 		$479K Buy
4,062
+516
+15% +$61.2K 0.04% 266
2018
Q2 		$411K Buy
3,546
+513
+17% +$57.6K 0.03% 273
2018
Q1 		$339K Buy
3,033
+1,178
+64% +$130K 0.03% 286
2017
Q4 		$216K Buy
1,855
+388
+26% +$46.9K 0.02% 335
2017
Q3 		$171K Buy
1,467
+1,242
+552% +$147K 0.01% 363
2017
Q2 		$25.7K Sell
225
-100
-31% -$11.5K ﹤0.01% 575
2017
Q1 		$36.6K Hold
325
– – ﹤0.01% 511
2016
Q4 		$34.8K Buy
+325
New +$34K ﹤0.01% 382
2016
Q2 		$60.1K Sell
525
-400
-43% -$43K 0.01% 390
2016
Q1 		$99.5K Buy
925
+555
+150% +$55.5K 0.01% 328
2015
Q4 		$34.8K Buy
370
+250
+208% +$23.4K 0.01% 389
2015
Q3 		$11K Hold
120
– – ﹤0.01% 522
2015
Q2 		$11.6K Hold
120
– – ﹤0.01% 472
2015
Q1 		$11.6K Hold
120
– – ﹤0.01% 478
2014
Q4 		$12.3K Hold
120
– – ﹤0.01% 390
2014
Q3 		$11K Hold
120
– – ﹤0.01% 515
2014
Q2 		$11.6K Hold
120
– – ﹤0.01% 341
2014
Q1 		$10.9K Hold
120
– – 0.01% 320
2013
Q4 		$9.99K Buy
+120
New +$10K 0.01% 291

Other funds holding VPU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Vanguard Utilities ETF (VPU) stake by 0.41% in Q2 2026, buying an estimated $10.6K and bringing the position to 13,292 shares worth $2.6M. The position accounts for 0.07% of the portfolio, ranked #180.

MassMutual Private Wealth & Trust first reported a position in VPU in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.67M in Q3 2025. 323 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • MassMutual Private Wealth & Trust held 13,292 shares of Vanguard Utilities ETF worth $2.6M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 54 Vanguard Utilities ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Utilities ETF made up 0.07% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #180 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Utilities ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Utilities ETF position peaked at $2.67M in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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