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

MassMutual Private Wealth & Trust’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-24
Closed -$3K – 1832
2022
Q2 		$3K Sell
24
-3,561
-99% -$465K ﹤0.01% 1085
2022
Q1 		$506K Buy
+3,585
New +$500K 0.02% 282

Other funds holding VTWV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

MassMutual Private Wealth & Trust's VTWV Position: Q3 2022 in Review

MassMutual Private Wealth & Trust sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q3 2022, closing a stake of 24 shares — an estimated $3K sold.

MassMutual Private Wealth & Trust first reported a position in VTWV in Q1 2022 and held it in 2 quarters. The position peaked at $506K in Q1 2022. 134 funds tracked by Wall St. Rank hold VTWV as of Q3 2022.

  • MassMutual Private Wealth & Trust reported no remaining Vanguard Russell 2000 Value ETF position as of Q3 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 24 Vanguard Russell 2000 Value ETF shares in Q3 2022, an estimated $3K.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Russell 2000 Value ETF in Q1 2022 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Vanguard Russell 2000 Value ETF position peaked at $506K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2022, filed 7 Oct 2022.