MML Investors Services
IVOO icon

MML Investors Services’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

MML Investors Services’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.35M Buy
25,671
+1,946
+8% +$242K 0.01% 1222
2026
Q1 		$2.71M Buy
23,725
+2,575
+12% +$303K 0.01% 1151
2025
Q4 		$2.36M Hold
21,150
– – 0.01% 1283
2025
Q3 		$2.33M Sell
21,150
-1,706
-7% -$186K 0.01% 1234
2025
Q2 		$2.4M Buy
22,856
+410
+2% +$40.8K 0.01% 1156
2025
Q1 		$2.21M Sell
22,446
-3,407
-13% -$358K 0.01% 1120
2024
Q4 		$2.73M Sell
25,853
-1
-0% -$109 0.01% 972
2024
Q3 		$2.73M Sell
25,854
-1,348
-5% -$138K 0.01% 934
2024
Q2 		$2.7M Sell
27,202
-5,739
-17% -$572K 0.01% 907
2024
Q1 		$3.39M Buy
32,941
+319
+1% +$30.6K 0.01% 806
2023
Q4 		$3.06M Sell
32,622
-17,456
-35% -$1.5M 0.01% 803
2023
Q3 		$4.23M Sell
50,078
-39,962
-44% -$3.55M 0.02% 608
2023
Q2 		$7.97M Sell
90,040
-33,943
-27% -$2.86M 0.04% 389
2023
Q1 		$10.5M Buy
123,983
+69,055
+126% +$5.95M 0.07% 270
2022
Q4 		$4.49M Buy
54,928
+27,116
+97% +$2.22M 0.03% 524
2022
Q3 		$2.07M Sell
27,812
-842
-3% -$68.9K 0.02% 752
2022
Q2 		$2.19M Sell
28,654
-15,134
-35% -$1.27M 0.02% 712
2022
Q1 		$3.98M Buy
43,788
+14,316
+49% +$1.29M 0.03% 523
2021
Q4 		$2.82M Sell
29,472
-3,178
-10% -$299K 0.02% 620
2021
Q3 		$2.91M Buy
32,650
+2,990
+10% +$272K 0.02% 590
2021
Q2 		$2.7M Buy
29,660
+4,722
+19% +$432K 0.02% 594
2021
Q1 		$2.2M Buy
24,938
+58
+0.2% +$4.9K 0.02% 623
2020
Q4 		$1.94M Sell
24,880
-968
-4% -$69.1K 0.02% 604
2020
Q3 		$1.62M Sell
25,848
-1,798
-7% -$114K 0.02% 602
2020
Q2 		$1.66M Buy
27,646
+5,328
+24% +$300K 0.02% 560
2020
Q1 		$1.09M Buy
22,318
+5,212
+30% +$327K 0.02% 599
2019
Q4 		$1.19M Buy
17,106
+700
+4% +$46.9K 0.02% 656
2019
Q3 		$1.07M Sell
16,406
-1,394
-8% -$90.5K 0.02% 644
2019
Q2 		$1.17M Buy
17,800
+432
+2% +$28K 0.02% 661
2019
Q1 		$1.11M Sell
17,368
-306
-2% -$19.1K 0.02% 655
2018
Q4 		$988K Buy
17,674
+1,386
+9% +$85.3K 0.02% 646
2018
Q3 		$1.11M Buy
16,288
+1,690
+12% +$115K 0.02% 639
2018
Q2 		$960K Buy
14,598
+102
+0.7% +$6.65K 0.02% 579
2018
Q1 		$918K Buy
14,496
+2,002
+16% +$129K 0.02% 573
2017
Q4 		$799K Buy
12,494
+638
+5% +$39.8K 0.02% 625
2017
Q3 		$716K Buy
11,856
+1,070
+10% +$62.9K 0.01% 629
2017
Q2 		$634K Buy
+10,786
New +$629K 0.01% 683

Other funds holding IVOO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
NA
NWM Advisors San Luis Obispo, California $127M AUM
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

MML Investors Services's IVOO Position: Q2 2026 in Review

MML Investors Services increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 8.2% in Q2 2026, buying an estimated $242K and bringing the position to 25,671 shares worth $3.35M. The position accounts for 0.01% of the portfolio, ranked #1222.

MML Investors Services first reported a position in IVOO in Q2 2017 and has held it in 37 quarters since. The position peaked at $10.5M in Q1 2023. 207 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • MML Investors Services held 25,671 shares of Vanguard S&P Mid-Cap 400 ETF worth $3.35M as of Q2 2026.
  • MML Investors Services bought 1,946 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $242K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1222 holding.
  • MML Investors Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2017 and has held it in 37 quarters since.
  • MML Investors Services's Vanguard S&P Mid-Cap 400 ETF position peaked at $10.5M in Q1 2023.
  • 207 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.