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MassMutual Private Wealth & Trust’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Sell
1,162
-237
-17% -$79.1K 0.01% 344
2026
Q1 		$418K Buy
1,399
+264
+23% +$82.6K 0.01% 326
2025
Q4 		$357K Hold
1,135
– – 0.01% 355
2025
Q3 		$349K Hold
1,135
– – 0.01% 358
2025
Q2 		$324K Hold
1,135
– – 0.01% 376
2025
Q1 		$292K Hold
1,135
– – 0.01% 379
2024
Q4 		$306K Hold
1,135
– – 0.01% 386
2024
Q3 		$299K Sell
1,135
-120
-10% -$30.4K 0.01% 357
2024
Q2 		$313K Hold
1,255
– – 0.01% 348
2024
Q1 		$301K Hold
1,255
– – 0.01% 342
2023
Q4 		$274K Hold
1,255
– – 0.01% 345
2023
Q3 		$246K Sell
1,255
-140
-10% -$28.5K 0.01% 348
2023
Q2 		$283K Sell
1,395
-309
-18% -$59.2K 0.01% 333
2023
Q1 		$318K Hold
1,704
– – 0.01% 316
2022
Q4 		$297K Buy
1,704
+309
+22% +$54.2K 0.01% 317
2022
Q3 		$228K Sell
1,395
-245
-15% -$44.5K 0.01% 322
2022
Q2 		$283K Hold
1,640
– – 0.01% 311
2022
Q1 		$342K Hold
1,640
– – 0.01% 311
2021
Q4 		$362K Sell
1,640
-435
-21% -$93.3K 0.01% 317
2021
Q3 		$417K Buy
2,075
+416
+25% +$86K 0.02% 299
2021
Q2 		$333K Hold
1,659
– – 0.01% 315
2021
Q1 		$307K Hold
1,659
– – 0.01% 315
2020
Q4 		$292K Hold
1,659
– – 0.02% 318
2020
Q3 		$260K Sell
1,659
-166
-9% -$25.6K 0.02% 315
2020
Q2 		$261K Hold
1,825
– – 0.02% 310
2020
Q1 		$216K Buy
1,825
+1,668
+1,062% +$234K 0.02% 294
2019
Q4 		$23K Buy
157
+32
+26% +$4.53K ﹤0.01% 517
2019
Q3 		$17K Hold
125
– – ﹤0.01% 531
2019
Q2 		$17K Hold
125
– – ﹤0.01% 520
2019
Q1 		$16.2K Buy
+125
New +$15.6K ﹤0.01% 530
2018
Q1 		– Sell
-4,644
Closed -$569K – 1087
2017
Q4 		$569K Buy
4,644
+244
+6% +$29.2K 0.05% 225
2017
Q3 		$508K Hold
4,400
– – 0.04% 230
2017
Q2 		$488K Buy
+4,400
New +$484K 0.04% 224
2016
Q2 		$6.9K Hold
72
– – ﹤0.01% 544
2016
Q1 		$6.77K Hold
72
– – ﹤0.01% 589
2015
Q4 		$6.73K Buy
+72
New +$6.78K ﹤0.01% 532
2015
Q2 		– Sell
-72
Closed -$6.97K – 822
2015
Q1 		$6.85K Buy
+72
New +$6.84K ﹤0.01% 552

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 17% in Q2 2026, selling an estimated $79.1K and leaving 1,162 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #344.

MassMutual Private Wealth & Trust first reported a position in VV in Q1 2015 and has held it in 37 quarters since. The position peaked at $569K in Q4 2017. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,162 shares of Vanguard Morningstar Large-Cap ETF worth $400K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 237 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $79.1K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #344 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2015 and has held it in 37 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Morningstar Large-Cap ETF position peaked at $569K in Q4 2017.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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