MPWT
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MassMutual Private Wealth & Trust’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$311K Buy
1,967
+534
+37% +$83.5K 0.01% 387
2026
Q1 		$212K Sell
1,433
-39,222
-96% -$5.9M 0.01% 426
2025
Q4 		$5.83M Buy
40,655
+36,918
+988% +$5.25M 0.15% 120
2025
Q3 		$527K Buy
3,737
+122
+3% +$16.8K 0.01% 310
2025
Q2 		$482K Buy
3,615
+392
+12% +$49.7K 0.01% 322
2025
Q1 		$416K Sell
3,223
-28,145
-90% -$3.68M 0.01% 343
2024
Q4 		$4M Buy
31,368
+24,191
+337% +$3.15M 0.11% 143
2024
Q3 		$920K Sell
7,177
-1,509
-17% -$186K 0.03% 245
2024
Q2 		$1.03M Buy
8,686
+7,339
+545% +$870K 0.03% 236
2024
Q1 		$163K Sell
1,347
-498
-27% -$57.1K 0.01% 406
2023
Q4 		$206K Buy
1,845
+842
+84% +$88.5K 0.01% 372
2023
Q3 		$104K Sell
1,003
-9,047
-90% -$971K ﹤0.01% 450
2023
Q2 		$1.07M Buy
10,050
+9,314
+1,265% +$977K 0.04% 217
2023
Q1 		$77.6K Sell
736
-256
-26% -$27.5K ﹤0.01% 456
2022
Q4 		$107K Sell
992
-7,996
-89% -$851K ﹤0.01% 401
2022
Q3 		$853K Buy
8,988
+398
+5% +$41.4K 0.04% 225
2022
Q2 		$874K Sell
8,590
-9,370
-52% -$1.02M 0.04% 231
2022
Q1 		$2.02M Buy
17,960
+3,419
+24% +$381K 0.08% 188
2021
Q4 		$1.63M Buy
14,541
+2,227
+18% +$242K 0.06% 205
2021
Q3 		$1.27M Buy
12,314
+699
+6% +$73.9K 0.05% 211
2021
Q2 		$1.22M Buy
11,615
+1,846
+19% +$194K 0.05% 215
2021
Q1 		$988K Sell
9,769
-4,562
-32% -$440K 0.05% 226
2020
Q4 		$1.31M Buy
14,331
+9,484
+196% +$824K 0.07% 190
2020
Q3 		$392K Buy
4,847
+3,075
+174% +$252K 0.02% 284
2020
Q2 		$140K Buy
1,772
+1,657
+1,441% +$129K 0.01% 344
2020
Q1 		$8K Sell
115
-2,175
-95% -$187K ﹤0.01% 548
2019
Q4 		$215K Buy
+2,290
New +$208K 0.01% 342
2019
Q2 		– Sell
-70
Closed -$6K – 841
2019
Q1 		$6K Sell
70
-85
-55% -$7.1K ﹤0.01% 663
2018
Q4 		$12.1K Buy
+155
New +$12.9K ﹤0.01% 545
2017
Q4 		– Sell
-66
Closed -$5.35K – 980
2017
Q3 		$5.35K Buy
+66
New +$5.24K ﹤0.01% 837
2017
Q2 		– Sell
-1,600
Closed -$124K – 1099
2017
Q1 		$124K Buy
+1,600
New +$123K 0.01% 372
2016
Q2 		– Sell
-241
Closed -$16.6K – 921
2016
Q1 		$16.6K Buy
+241
New +$15.8K ﹤0.01% 469
2015
Q4 		– Sell
-200
Closed -$13.3K – 961
2015
Q3 		$13.3K Buy
+200
New +$13.2K ﹤0.01% 497
2015
Q1 		– Sell
-200
Closed -$13.8K – 774
2014
Q4 		$13.8K Hold
200
– – ﹤0.01% 371
2014
Q3 		$13.3K Buy
+200
New +$13.3K ﹤0.01% 488
2014
Q1 		– Sell
-437
Closed -$27.2K – 632
2013
Q4 		$27.2K Buy
+437
New +$26.4K 0.03% 225

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Vanguard High Dividend Yield ETF (VYM) stake by 37% in Q2 2026, buying an estimated $83.5K and bringing the position to 1,967 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #387.

MassMutual Private Wealth & Trust first reported a position in VYM in Q4 2013 and has held it in 36 quarters since. The position peaked at $5.83M in Q4 2025. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,967 shares of Vanguard High Dividend Yield ETF worth $311K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 534 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $83.5K.
  • Vanguard High Dividend Yield ETF made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #387 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard High Dividend Yield ETF in Q4 2013 and has held it in 36 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard High Dividend Yield ETF position peaked at $5.83M in Q4 2025.
  • 404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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