MML Investors Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MML Investors Services’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$64.3M	Sell	820,049 -49,289	-6%	-$3.88M	0.18%	120
2025 Q4	$68.5M	Buy	869,338 +60,206	+7%	+$4.75M	0.17%	119
2025 Q3	$63.8M	Sell	809,132 -17,795	-2%	-$1.4M	0.17%	125
2025 Q2	$65.1M	Buy	826,927 +14,821	+2%	+$1.16M	0.19%	108
2025 Q1	$63.6M	Sell	812,106 -6,509	-0.8%	-$505K	0.21%	95
2024 Q4	$63.3M	Buy	818,615 +27,553	+3%	+$2.14M	0.22%	89
2024 Q3	$62.2M	Buy	791,062 +31,073	+4%	+$2.42M	0.23%	86
2024 Q2	$58.3M	Sell	759,989 -54,496	-7%	-$4.16M	0.24%	82
2024 Q1	$62.4M	Buy	814,485 +1,748	+0.2%	+$134K	0.26%	74
2023 Q4	$62.6M	Buy	812,737 +57,590	+8%	+$4.36M	0.29%	66
2023 Q3	$56.8M	Sell	755,147 -148,359	-16%	-$11.2M	0.31%	61
2023 Q2	$68.3M	Sell	903,506 -58,806	-6%	-$4.48M	0.38%	45
2023 Q1	$73.6M	Buy	962,312 +108,701	+13%	+$8.24M	0.52%	34
2022 Q4	$64.3M	Sell	853,611 -99,683	-10%	-$7.48M	0.42%	42
2022 Q3	$71.3M	Sell	953,294 -2,453	-0.3%	-$187K	0.54%	26
2022 Q2	$73.4M	Buy	955,747 +294,000	+44%	+$22.7M	0.56%	26
2022 Q1	$51.5M	Sell	661,747 -97,597	-13%	-$7.75M	0.36%	50
2021 Q4	$61.4M	Sell	759,344 -149,877	-16%	-$12.2M	0.44%	39
2021 Q3	$74.5M	Buy	909,221 +77,528	+9%	+$6.37M	0.59%	28
2021 Q2	$68.3M	Buy	831,693 +44,910	+6%	+$3.69M	0.57%	31
2021 Q1	$64.7M	Buy	786,783 +252,298	+47%	+$20.8M	0.62%	26
2020 Q4	$44.3M	Buy	534,485 +28,784	+6%	+$2.38M	0.47%	43
2020 Q3	$42M	Buy	505,701 +35,755	+8%	+$2.97M	0.53%	38
2020 Q2	$39.1M	Sell	469,946 -64,904	-12%	-$5.37M	0.52%	41
2020 Q1	$44M	Buy	534,850 +128,347	+32%	+$10.4M	0.76%	19
2019 Q4	$32.8M	Buy	406,503 +31,027	+8%	+$2.5M	0.47%	35
2019 Q3	$30.3M	Sell	375,476 -38,668	-9%	-$3.12M	0.49%	35
2019 Q2	$33.4M	Sell	414,144 -17,662	-4%	-$1.41M	0.48%	38
2019 Q1	$34.4M	Buy	431,806 +12,992	+3%	+$1.03M	0.53%	32
2018 Q4	$32.9M	Buy	418,814 +34,553	+9%	+$2.69M	0.59%	28
2018 Q3	$30M	Buy	384,261 +98,561	+34%	+$7.7M	0.51%	36
2018 Q2	$22.3M	Sell	285,700 -201,837	-41%	-$15.8M	0.49%	45
2018 Q1	$38.2M	Sell	487,537 -5,735	-1%	-$451K	0.81%	20
2017 Q4	$39M	Buy	493,272 +41,574	+9%	+$3.3M	0.74%	26
2017 Q3	$36.1M	Buy	451,698 +51,307	+13%	+$4.1M	0.75%	26
2017 Q2	$32M	Buy	+400,391	New	+$32M	0.62%	39
2017 Q1	–	Sell	-58,508	Closed	-$4.65M	–	810
2016 Q4	$4.65M	Buy	58,508 +11,678	+25%	+$934K	5.21%	6
2016 Q3	$3.79M	Sell	46,830 -10,309	-18%	-$833K	4.35%	6
2016 Q2	$4.63M	Buy	57,139 +1,062	+2%	+$85.6K	4.15%	9
2016 Q1	$4.52M	Buy	56,077 +2,115	+4%	+$170K	4.13%	8
2015 Q4	$4.29M	Buy	53,962 +2,233	+4%	+$179K	3.98%	11
2015 Q3	$4.16M	Buy	51,729 +7,893	+18%	+$633K	4.22%	11
2015 Q2	$3.52M	Buy	+43,836	New	+$3.52M	3.6%	10

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MML Investors Services's BSV Position: Q1 2026 in Review

MML Investors Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.7% in Q1 2026, selling an estimated $3.88M and leaving 820,049 shares worth $64.3M. The position accounts for 0.18% of the portfolio, ranked #120.

MML Investors Services first reported a position in BSV in Q2 2015 and has held it in 43 quarters since. The position peaked at $74.5M in Q3 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

MML Investors Services held 820,049 shares of Vanguard Short-Term Bond ETF worth $64.3M as of Q1 2026.
MML Investors Services sold 49,289 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $3.88M.
Vanguard Short-Term Bond ETF made up 0.18% of MML Investors Services's portfolio in Q1 2026, its #120 holding.
MML Investors Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and has held it in 43 quarters since.
MML Investors Services's Vanguard Short-Term Bond ETF position peaked at $74.5M in Q3 2021.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.