MPWT
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MassMutual Private Wealth & Trust’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$451K Buy
8,925
+22
+0.2% +$1.11K 0.01% 322
2026
Q1 		$444K Buy
8,903
+8,469
+1,951% +$428K 0.01% 322
2025
Q4 		$21.8K Hold
434
– – ﹤0.01% 1081
2025
Q3 		$21.7K Sell
434
-1,469
-77% -$72.2K ﹤0.01% 1084
2025
Q2 		$93.3K Hold
1,903
– – ﹤0.01% 609
2025
Q1 		$94.4K Hold
1,903
– – ﹤0.01% 567
2024
Q4 		$95.4K Hold
1,903
– – ﹤0.01% 585
2024
Q3 		$97.3K Sell
1,903
-14,838
-89% -$752K ﹤0.01% 530
2024
Q2 		$839K Buy
16,741
+15,471
+1,218% +$774K 0.03% 251
2024
Q1 		$64.3K Hold
1,270
– – ﹤0.01% 562
2023
Q4 		$64.8K Buy
1,270
+1,236
+3,635% +$60.6K ﹤0.01% 544
2023
Q3 		$1.64K Hold
34
– – ﹤0.01% 1553
2023
Q2 		$1.71K Sell
34
-4,711
-99% -$237K ﹤0.01% 1519
2023
Q1 		$240K Buy
4,745
+353
+8% +$17.7K 0.01% 337
2022
Q4 		$217K Buy
+4,392
New +$215K 0.01% 343
2022
Q3 		– Sell
-14,218
Closed -$710K – 1830
2022
Q2 		$710K Sell
14,218
-6,841
-32% -$343K 0.03% 244
2022
Q1 		$1.09M Sell
21,059
-320
-1% -$17K 0.04% 223
2021
Q4 		$1.17M Buy
21,379
+14,444
+208% +$791K 0.04% 229
2021
Q3 		$380K Buy
6,935
+789
+13% +$43.6K 0.02% 307
2021
Q2 		$340K Buy
6,146
+2
+0% +$110 0.01% 311
2021
Q1 		$336K Sell
6,144
-8,057
-57% -$443K 0.02% 309
2020
Q4 		$784K Buy
14,201
+531
+4% +$29K 0.04% 232
2020
Q3 		$744K Sell
13,670
-26,124
-66% -$1.43M 0.04% 224
2020
Q2 		$2.15M Sell
39,794
-8,676
-18% -$462K 0.14% 152
2020
Q1 		$2.56M Buy
48,470
+4,913
+11% +$263K 0.2% 127
2019
Q4 		$2.33M Buy
43,557
+257
+0.6% +$13.8K 0.14% 155
2019
Q3 		$2.32M Sell
43,300
-3,618
-8% -$194K 0.16% 151
2019
Q2 		$2.49M Sell
46,918
-108
-0.2% -$5.67K 0.17% 135
2019
Q1 		$2.45M Sell
47,026
-1,028
-2% -$52.8K 0.18% 137
2018
Q4 		$2.45M Buy
+48,054
New +$2.42M 0.21% 118

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.25% in Q2 2026, buying an estimated $1.11K and bringing the position to 8,925 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #322.

MassMutual Private Wealth & Trust first reported a position in VTEB in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.56M in Q1 2020. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • MassMutual Private Wealth & Trust held 8,925 shares of Vanguard Tax-Exempt Bond Index Fund worth $451K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 22 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.11K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #322 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 30 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.56M in Q1 2020.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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