VGSH Vanguard Short-Term Treasury ETF

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  15 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Vanguard Short-Term Treasury ETF (VGSH) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.0% in 2023 Q4. The latest visible filing shows VGSH at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VGSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Vanguard Short-Term Treasury ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VGSH was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held VGSH — position size vs. price
% of Fund (quarterly)    VGSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 501,063 -4,053 -0.8% 0.80% $29.3M 2026-04-13 $58.46
2025 Q4 REDUCED 505,116 -26,841 -5.0% 0.76% $29.7M 2026-01-07 $58.23
2025 Q3 ADDED 531,957 +18,053 +3.5% 0.80% $31.3M 2025-10-22 $57.86
2025 Q2 ADDED 513,904 +66,586 +14.9% 0.80% $30.2M 2025-07-09 $56.83
2025 Q1 REDUCED 447,318 -19,347 -4.1% 0.76% $26.3M 2025-04-01 $56.27
2024 Q4 REDUCED 466,665 -83,336 -15.2% 0.76% $27.2M 2025-01-16 $55.47
2024 Q3 ADDED 550,001 +11,464 +2.1% 0.92% $32.5M 2024-10-02 $55.44
2024 Q2 ADDED 538,537 +16,430 +3.1% 0.95% $31.2M 2024-07-02 $53.85
2024 Q1 ADDED 522,107 +8,690 +1.7% 0.94% $30.3M 2024-04-09 $53.32
2023 Q4 ADDED 513,417 +18,291 +3.7% 1.00% $29.9M 2024-01-03 $53.19
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MassMutual Private Wealth & Trust, FSB and VGSH

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning VGSH?

MassMutual Private Wealth & Trust, FSB reported VGSH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VGSH position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for VGSH was 1.00% in 2023 Q4.

What is the latest reported VGSH position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 501,063 shares, equal to 0.80% of portfolio, with an estimated market value of $29.3M.

What does the chart on this VGSH ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly VGSH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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