MassMutual Private Wealth & Trust, FSB VOOG β€” Vanguard S&P 500 Growth ETF

Ownership history in MassMutual Private Wealth & Trust, FSB  Β·  5 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Vanguard S&P 500 Growth ETF (VOOG) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows VOOG 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 VOOG 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 S&P 500 Growth 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 Q2

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

High-water mark
Peak Conviction
0.01% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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 VOOG β€” position size vs. price
% of Fund (quarterly)    VOOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 90 +75 +500.0% 0.00% $7K 2026-07-02 $81.42
2026 Q1 UNCHANGED β€” β€” β€” 15 β€” 0% 0.00% $6K 2026-04-13 $73.35
2025 Q4 REDUCED 96.8% -8.2% βœ… 15 -450 -96.8% 0.00% $7K 2026-01-07 $74.81
2025 Q3 UNCHANGED β€” β€” β€” 465 β€” 0% 0.01% $202K 2025-10-22 $72.22
2025 Q2 INITIATED β€” β€” β€” 465 β€” β€” 0.00% $184K 2025-07-09 $66.33

🏒 Other funds also holding VOOG

As of 2026 Q2 β€” sorted by position size

Hilltop National Bank 0.02% CX Institutional 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and VOOG

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 VOOG?

MassMutual Private Wealth & Trust, FSB reported VOOG across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

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

The largest reported portfolio weight for VOOG was 0.01% in 2025 Q3.

What is the latest reported VOOG position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 90 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this VOOG ownership page compare?

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

← Back to MassMutual Private Wealth & Trust, FSB Holdings