VIS Vanguard Industrials ETF

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  33 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Vanguard Industrials ETF (VIS) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2026 Q1. The latest visible filing shows VIS at 0.27% 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 VIS 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 Industrials 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

VIS was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2026 Q1

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 VIS — position size vs. price
% of Fund (quarterly)    VIS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 32,114 -1,117 -3.4% 0.27% $10.0M 2026-04-13 $334.94
2025 Q4 REDUCED 33,231 -989 -2.9% 0.26% $9.9M 2026-01-07 $307.03
2025 Q3 ADDED 34,220 +477 +1.4% 0.26% $10.1M 2025-10-22 $293.21
2025 Q2 ADDED 33,743 +386 +1.2% 0.25% $9.5M 2025-07-09 $283.24
2025 Q1 ADDED 33,357 +812 +2.5% 0.24% $8.3M 2025-04-01 $246.63
2024 Q4 REDUCED 32,545 -553 -1.7% 0.23% $8.3M 2025-01-16 $261.57
2024 Q3 ADDED 33,098 +640 +2.0% 0.25% $8.6M 2024-10-02 $255.20
2024 Q2 REDUCED 32,458 -641 -1.9% 0.23% $7.6M 2024-07-02 $229.12
2024 Q1 ADDED 33,099 +486 +1.5% 0.25% $8.1M 2024-04-09 $236.85
2023 Q4 ADDED 32,613 +341 +1.1% 0.24% $7.2M 2024-01-03 $208.57
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MassMutual Private Wealth & Trust, FSB and VIS

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 VIS?

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

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

The largest reported portfolio weight for VIS was 0.27% in 2026 Q1.

What is the latest reported VIS position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 32,114 shares, equal to 0.27% of portfolio, with an estimated market value of $10.0M.

What does the chart on this VIS ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly VIS 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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