MassMutual Private Wealth & Trust’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-78	Closed	-$6.63K	–	2239
2024 Q1	$6.63K	Buy	+78	New	+$6.29K	﹤0.01%	1176
2020 Q3	–	Sell	-200	Closed	-$12K	–	822
2020 Q2	$12K	Hold	200	–	–	﹤0.01%	534
2020 Q1	$9K	Hold	200	–	–	﹤0.01%	534
2019 Q4	$13K	Hold	200	–	–	﹤0.01%	587
2019 Q3	$12K	Hold	200	–	–	﹤0.01%	566
2019 Q2	$12K	Hold	200	–	–	﹤0.01%	556
2019 Q1	$12.3K	Buy	+200	New	+$12.1K	﹤0.01%	568
2016 Q2	$6.52K	Hold	142	–	–	﹤0.01%	548
2016 Q1	$6.3K	Hold	142	–	–	﹤0.01%	600
2015 Q4	$6.41K	Buy	+142	New	+$6.56K	﹤0.01%	540
2015 Q2	–	Sell	-142	Closed	-$7.07K	–	821
2015 Q1	$7.07K	Buy	+142	New	+$6.84K	﹤0.01%	547

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return

MassMutual Private Wealth & Trust's VTWO Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2024, closing a stake of 78 shares — an estimated $6.63K sold.

MassMutual Private Wealth & Trust first reported a position in VTWO in Q1 2015 and held it in 11 quarters. The position peaked at $13K in Q4 2019. 497 funds tracked by Wall St. Rank hold VTWO as of Q2 2024.

MassMutual Private Wealth & Trust reported no remaining Vanguard Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 78 Vanguard Russell 2000 ETF shares in Q2 2024, an estimated $6.63K.
MassMutual Private Wealth & Trust first reported a position in Vanguard Russell 2000 ETF in Q1 2015 and held it in 11 quarters.
MassMutual Private Wealth & Trust's Vanguard Russell 2000 ETF position peaked at $13K in Q4 2019.
497 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.