MassMutual Private Wealth & Trust’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VTES Stock Details VTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,467	Closed	-$251K	–	2509
2025 Q4	$251K	Sell	2,467 -633	-20%	-$64.3K	0.01%	407
2025 Q3	$316K	Sell	3,100 -2,707	-47%	-$275K	0.01%	371
2025 Q2	$586K	Buy	+5,807	New	+$582K	0.02%	299
2024 Q3	–	Sell	-8,118	Closed	-$812K	–	2263
2024 Q2	$812K	Buy	+8,118	New	+$811K	0.02%	257

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MassMutual Private Wealth & Trust's VTES Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q1 2026, closing a stake of 2,467 shares — an estimated $251K sold.

MassMutual Private Wealth & Trust first reported a position in VTES in Q2 2024 and held it in 4 quarters. The position peaked at $812K in Q2 2024. 281 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 2,467 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $251K.
MassMutual Private Wealth & Trust first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and held it in 4 quarters.
MassMutual Private Wealth & Trust's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $812K in Q2 2024.
281 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.