MassMutual Private Wealth & Trust, FSB VONV — Vanguard Russell 1000 Value

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  9 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Vanguard Russell 1000 Value (VONV) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. The latest visible filing shows VONV at 0.00% 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.

What this VONV 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 Russell 1000 Value, 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 Q3

VONV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q3

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.

VONV stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held VONV — position size vs. price
% of Fund (quarterly)    VONV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 377 +113 +42.8% 0.00% $41K 2026-10-05 $109.78
2026 Q2 UNCHANGED — — — 264 — 0% 0.00% $28K 2026-07-02 $107.82
2026 Q1 UNCHANGED — — — 264 — 0% 0.00% $25K 2026-04-13 $97.37
2025 Q4 UNCHANGED — — — 264 — 0% 0.00% $24K 2026-01-07 $92.93
2025 Q3 UNCHANGED — — — 264 — 0% 0.00% $24K 2025-10-22 $88.09
2025 Q2 UNCHANGED — — — 264 — 0% 0.00% $22K 2025-07-09 $84.27
2025 Q1 UNCHANGED — — — 264 — 0% 0.00% $22K 2025-04-01 $80.34
2024 Q4 UNCHANGED — — — 264 — 0% 0.00% $21K 2025-01-16 $80.89
2024 Q3 INITIATED — — — 264 — — 0.00% $22K 2024-10-02 $79.95

🏢 Other funds also holding VONV

As of 2026 Q3 — sorted by position size

LBJ Family Wealth Advisors, Ltd. 3Y 7Y 1.68% Ridgewood Investments LLC 3Y 7Y 0.82% Olistico Wealth, LLC 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% EASTERN BANK 3Y 7Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and VONV

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 VONV?

MassMutual Private Wealth & Trust, FSB reported VONV across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

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

The largest reported portfolio weight for VONV was 0.00% in 2026 Q3.

What is the latest reported VONV position on this page?

The most recent filing on this page is 2026 Q3, when MassMutual Private Wealth & Trust, FSB reported 377 shares, equal to 0.00% of portfolio, with an estimated market value of $41K.

What does the chart on this VONV ownership page compare?

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