MPWT
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MassMutual Private Wealth & Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$186K Buy
2,154
+168
+8% +$14.1K ﹤0.01% 462
2026
Q1 		$145K Hold
1,986
– – ﹤0.01% 499
2025
Q4 		$161K Buy
1,986
+210
+12% +$17K ﹤0.01% 484
2025
Q3 		$142K Buy
+1,776
New +$136K ﹤0.01% 508
2025
Q2 		– Sell
-2,172
Closed -$134K – 2502
2025
Q1 		$134K Sell
2,172
-4,632
-68% -$312K ﹤0.01% 497
2024
Q4 		$465K Buy
6,804
+366
+6% +$24.6K 0.01% 330
2024
Q3 		$412K Hold
6,438
– – 0.01% 324
2024
Q2 		$401K Buy
6,438
+3,528
+121% +$206K 0.01% 325
2024
Q1 		$167K Buy
2,910
+1,782
+158% +$98K 0.01% 403
2023
Q4 		$58.4K Buy
1,128
+516
+84% +$24.9K ﹤0.01% 563
2023
Q3 		$27.8K Sell
612
-4,926
-89% -$233K ﹤0.01% 731
2023
Q2 		$261K Buy
5,538
+4,548
+459% +$197K 0.01% 342
2023
Q1 		$41.2K Buy
990
+144
+17% +$5.6K ﹤0.01% 562
2022
Q4 		$30K Buy
846
+234
+38% +$8.61K ﹤0.01% 556
2022
Q3 		$22K Sell
612
-3,942
-87% -$158K ﹤0.01% 569
2022
Q2 		$169K Sell
4,554
-1,116
-20% -$45.8K 0.01% 345
2022
Q1 		$272K Buy
5,670
+2,508
+79% +$119K 0.01% 321
2021
Q4 		$169K Hold
3,162
– – 0.01% 351
2021
Q3 		$153K Buy
3,162
+2,550
+417% +$127K 0.01% 355
2021
Q2 		$29K Hold
612
– – ﹤0.01% 534
2021
Q1 		$26K Hold
612
– – ﹤0.01% 495
2020
Q4 		$26K Hold
612
– – ﹤0.01% 506
2020
Q3 		$23K Hold
612
– – ﹤0.01% 491
2020
Q2 		$21K Sell
612
-870
-59% -$26.8K ﹤0.01% 467
2020
Q1 		$39K Sell
1,482
-1,584
-52% -$47.4K ﹤0.01% 390
2019
Q4 		$93K Buy
3,066
+1,842
+150% +$53.2K 0.01% 393
2019
Q3 		$34K Buy
+1,224
New +$34K ﹤0.01% 466
2018
Q2 		– Sell
-1,350
Closed -$31.9K – 1151
2018
Q1 		$31.9K Sell
1,350
-714
-35% -$17.4K ﹤0.01% 452
2017
Q4 		$48.4K Sell
2,064
-306
-13% -$7.02K ﹤0.01% 447
2017
Q3 		$52.4K Hold
2,370
– – ﹤0.01% 508
2017
Q2 		$50.2K Hold
2,370
– – ﹤0.01% 481
2017
Q1 		$48.1K Sell
2,370
-720
-23% -$14.2K ﹤0.01% 478
2016
Q4 		$57.4K Buy
+3,090
New +$57.2K 0.01% 341
2016
Q2 		$76.2K Hold
4,266
– – 0.01% 377
2016
Q1 		$75.7K Sell
4,266
-1,392
-25% -$23.3K 0.01% 346
2015
Q4 		$100K Buy
5,658
+4,092
+261% +$73.3K 0.01% 326
2015
Q3 		$26K Buy
1,566
+18
+1% +$319 0.01% 426
2015
Q2 		$25.5K Sell
1,548
-60
-4% -$1.09K 0.01% 404
2015
Q1 		$28K Buy
+1,608
New +$28.5K ﹤0.01% 400
2014
Q4 		– Sell
-1,566
Closed -$26K – 777
2014
Q3 		$26K Buy
+1,566
New +$26.1K 0.01% 423

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.5% in Q2 2026, buying an estimated $14.1K and bringing the position to 2,154 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

MassMutual Private Wealth & Trust first reported a position in VUG in Q3 2014 and has held it in 40 quarters since. The position peaked at $465K in Q4 2024. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 2,154 shares of Vanguard Morningstar Growth ETF worth $186K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 168 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $14.1K.
  • Vanguard Morningstar Growth ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #462 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Morningstar Growth ETF in Q3 2014 and has held it in 40 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Morningstar Growth ETF position peaked at $465K in Q4 2024.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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