MPWT
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MassMutual Private Wealth & Trust’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.85M Sell
7,704
-3,275
-30% -$1.17M 0.07% 173
2026
Q1 		$3.52M Sell
10,979
-6,317
-37% -$2.12M 0.1% 153
2025
Q4 		$5.8M Sell
17,296
-3,700
-18% -$1.23M 0.15% 122
2025
Q3 		$6.89M Sell
20,996
-1,309
-6% -$413K 0.18% 109
2025
Q2 		$6.78M Buy
22,305
+1,672
+8% +$470K 0.18% 110
2025
Q1 		$5.67M Sell
20,633
-3,843
-16% -$1.12M 0.16% 126
2024
Q4 		$7.09M Sell
24,476
-2,183
-8% -$637K 0.2% 108
2024
Q3 		$7.55M Sell
26,659
-456
-2% -$124K 0.22% 105
2024
Q2 		$7.25M Buy
27,115
+2,486
+10% +$643K 0.22% 99
2024
Q1 		$6.4M Buy
24,629
+1,058
+4% +$262K 0.2% 109
2023
Q4 		$5.59M Sell
23,571
-1,873
-7% -$414K 0.19% 116
2023
Q3 		$5.4M Buy
25,444
+237
+0.9% +$52.5K 0.2% 110
2023
Q2 		$5.55M Sell
25,207
-7
-0% -$1.46K 0.2% 111
2023
Q1 		$5.15M Sell
25,214
-2,009
-7% -$402K 0.2% 119
2022
Q4 		$5.21M Sell
27,223
-214
-0.8% -$41.2K 0.21% 117
2022
Q3 		$4.92M Sell
27,437
-6,492
-19% -$1.29M 0.22% 121
2022
Q2 		$6.4M Buy
33,929
+6,844
+25% +$1.41M 0.28% 97
2022
Q1 		$6.17M Sell
27,085
-735
-3% -$165K 0.23% 109
2021
Q4 		$6.72M Sell
27,820
-995
-3% -$235K 0.25% 102
2021
Q3 		$6.4M Buy
28,815
+97
+0.3% +$22.1K 0.26% 98
2021
Q2 		$6.4M Buy
28,718
+1,011
+4% +$219K 0.27% 97
2021
Q1 		$5.73M Sell
27,707
-386
-1% -$78.1K 0.27% 102
2020
Q4 		$5.47M Buy
28,093
+16
+0.1% +$2.92K 0.28% 99
2020
Q3 		$4.78M Sell
28,077
-2,644
-9% -$445K 0.28% 97
2020
Q2 		$4.81M Buy
30,721
+172
+0.6% +$25.4K 0.31% 81
2020
Q1 		$3.94M Sell
30,549
-4,328
-12% -$669K 0.31% 81
2019
Q4 		$5.71M Sell
34,877
-2,842
-8% -$445K 0.35% 74
2019
Q3 		$5.7M Sell
37,719
-5,511
-13% -$831K 0.38% 67
2019
Q2 		$6.49M Sell
43,230
-4,236
-9% -$624K 0.45% 56
2019
Q1 		$6.87M Sell
47,466
-12,527
-21% -$1.75M 0.5% 46
2018
Q4 		$7.66M Sell
59,993
-2,976
-5% -$411K 0.66% 35
2018
Q3 		$9.42M Sell
62,969
-3,457
-5% -$509K 0.7% 31
2018
Q2 		$9.33M Sell
66,426
-3,316
-5% -$463K 0.74% 29
2018
Q1 		$9.47M Sell
69,742
-1,212
-2% -$170K 0.78% 28
2017
Q4 		$9.74M Buy
70,954
+12,600
+22% +$1.69M 0.81% 28
2017
Q3 		$7.56M Sell
58,354
-917
-2% -$116K 0.63% 38
2017
Q2 		$7.38M Buy
59,271
+4,533
+8% +$559K 0.66% 33
2017
Q1 		$6.64M Buy
54,738
+5,344
+11% +$640K 0.62% 39
2016
Q4 		$5.7M Buy
+49,394
New +$5.56M 0.7% 34
2016
Q2 		$3.86M Buy
+36,028
New +$3.82M 0.49% 56
2016
Q1 		– Sell
-400
Closed -$41.7K – 909
2015
Q4 		$41.7K Buy
+400
New +$42.1K 0.01% 373

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 30% in Q2 2026, selling an estimated $1.17M and leaving 7,704 shares worth $2.85M. The position accounts for 0.07% of the portfolio, ranked #173.

MassMutual Private Wealth & Trust first reported a position in VTI in Q4 2015 and has held it in 41 quarters since. The position peaked at $9.74M in Q4 2017. 1,936 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • MassMutual Private Wealth & Trust held 7,704 shares of Vanguard Morningstar Total Stock Market ETF worth $2.85M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 3,275 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.17M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #173 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 41 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Morningstar Total Stock Market ETF position peaked at $9.74M in Q4 2017.
  • 1,936 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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