MassMutual Private Wealth & Trust’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$491K	Sell	9,776 -14	-0.1%	-$704	0.01%	310
2026 Q1	$489K	Buy	+9,790	New	+$487K	0.01%	311
2025 Q2	–	Sell	-10,164	Closed	-$507K	–	2501
2025 Q1	$507K	Buy	+10,164	New	+$499K	0.01%	317
2024 Q4	–	Sell	-49	Closed	-$2.42K	–	2368
2024 Q3	$2.42K	Sell	49 -12,620	-100%	-$615K	﹤0.01%	1604
2024 Q2	$615K	Buy	+12,669	New	+$609K	0.02%	281
2023 Q4	–	Sell	-15,212	Closed	-$719K	–	2105
2023 Q3	$719K	Buy	15,212 +8,246	+118%	+$390K	0.03%	246
2023 Q2	$330K	Sell	6,966 -1,213	-15%	-$57.8K	0.01%	321
2023 Q1	$391K	Sell	8,179 -285	-3%	-$13.4K	0.01%	294
2022 Q4	$395K	Sell	8,464 -204	-2%	-$9.72K	0.02%	292
2022 Q3	$417K	Sell	8,668 -25,726	-75%	-$1.27M	0.02%	276
2022 Q2	$1.72M	Sell	34,394 -485	-1%	-$24.5K	0.07%	187
2022 Q1	$1.79M	Buy	34,879 +8,155	+31%	+$418K	0.07%	197
2021 Q4	$1.37M	Buy	26,724 +146	+0.5%	+$7.6K	0.05%	217
2021 Q3	$1.4M	Sell	26,578 -1,709	-6%	-$89.6K	0.06%	204
2021 Q2	$1.48M	Sell	28,287 -301	-1%	-$15.7K	0.06%	202
2021 Q1	$1.47M	Buy	28,588 +18,437	+182%	+$948K	0.07%	191
2020 Q4	$519K	Sell	10,151 -600	-6%	-$30.5K	0.03%	275
2020 Q3	$549K	Buy	10,751 +815	+8%	+$41.3K	0.03%	251
2020 Q2	$498K	Sell	9,936 -145	-1%	-$7.21K	0.03%	249
2020 Q1	$491K	Sell	10,081 -759	-7%	-$37.3K	0.04%	227
2019 Q4	$534K	Sell	10,840 -910	-8%	-$44.8K	0.03%	263
2019 Q3	$576K	Sell	11,750 -432	-4%	-$21.3K	0.04%	248
2019 Q2	$601K	Buy	12,182 +390	+3%	+$19.1K	0.04%	242
2019 Q1	$574K	Buy	11,792 +206	+2%	+$9.95K	0.04%	245
2018 Q4	$555K	Sell	11,586 -12,504	-52%	-$602K	0.05%	226
2018 Q3	$1.17M	Sell	24,090 -181	-0.7%	-$8.84K	0.09%	175
2018 Q2	$1.19M	Sell	24,271 -30	-0.1%	-$1.47K	0.09%	172
2018 Q1	$1.19M	Buy	24,301 +302	+1%	+$14.7K	0.1%	168
2017 Q4	$1.17M	Buy	+23,999	New	+$1.19M	0.1%	168

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.14% in Q2 2026, selling an estimated $704 and leaving 9,776 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #310.

MassMutual Private Wealth & Trust first reported a position in VTIP in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.79M in Q1 2022. 504 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

MassMutual Private Wealth & Trust held 9,776 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $491K as of Q2 2026.
MassMutual Private Wealth & Trust sold 14 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $704.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #310 holding.
MassMutual Private Wealth & Trust first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 29 quarters since.
MassMutual Private Wealth & Trust's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.79M in Q1 2022.
504 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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