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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$892K	Buy	7,821 +984	+14%	+$107K	﹤0.01%	2078
2026 Q1	$697K	Sell	6,837 -566	-8%	-$59.5K	﹤0.01%	2006
2025 Q4	$748K	Buy	7,403 +650	+10%	+$65.6K	﹤0.01%	1994
2025 Q3	$680K	Sell	6,753 -1,535	-19%	-$152K	﹤0.01%	1974
2025 Q2	$791K	Buy	8,288 +228	+3%	+$20.6K	﹤0.01%	1800
2025 Q1	$742K	Buy	8,060 +154	+2%	+$14.8K	﹤0.01%	1760
2024 Q4	$755K	Sell	7,906 -9,934	-56%	-$982K	﹤0.01%	1685
2024 Q3	$1.71M	Sell	17,840 -68	-0.4%	-$6.23K	0.01%	1184
2024 Q2	$1.57M	Buy	17,908 +543	+3%	+$47.6K	0.01%	1162
2024 Q1	$1.58M	Sell	17,365 -255	-1%	-$22K	0.01%	1168
2023 Q4	$1.54M	Buy	17,620 +188	+1%	+$14.9K	0.01%	1134
2023 Q3	$1.36M	Sell	17,432 -151	-0.9%	-$12.4K	0.01%	1079
2023 Q2	$1.45M	Sell	17,583 -10,252	-37%	-$798K	0.01%	1046
2023 Q1	$2.19M	Buy	27,835 +2,281	+9%	+$186K	0.02%	746
2022 Q4	$1.96M	Sell	25,554 -7,674	-23%	-$591K	0.01%	832
2022 Q3	$2.31M	Buy	33,228 +1,090	+3%	+$83.3K	0.02%	706
2022 Q2	$2.32M	Sell	32,138 -4,452	-12%	-$347K	0.02%	694
2022 Q1	$3.06M	Buy	36,590 +1,258	+4%	+$103K	0.02%	629
2021 Q4	$2.98M	Buy	35,332 +16,132	+84%	+$1.35M	0.02%	600
2021 Q3	$1.53M	Buy	19,200 +2,182	+13%	+$176K	0.01%	840
2021 Q2	$1.38M	Buy	17,018 +880	+5%	+$72K	0.01%	869
2021 Q1	$1.26M	Buy	16,138 +518	+3%	+$37.7K	0.01%	826
2020 Q4	$1.03M	Sell	15,620 -4	-0%	-$244	0.01%	826
2020 Q3	$819K	Buy	15,624 +918	+6%	+$49K	0.01%	844
2020 Q2	$756K	Buy	14,706 +116	+0.8%	+$5.6K	0.01%	832
2020 Q1	$615K	Buy	14,590 +338	+2%	+$19.4K	0.01%	790
2019 Q4	$927K	Buy	14,252 +2,228	+19%	+$141K	0.01%	739
2019 Q3	$742K	Sell	12,024 -316	-3%	-$19.1K	0.01%	795
2019 Q2	$758K	Buy	12,340 +926	+8%	+$56.2K	0.01%	837
2019 Q1	$684K	Buy	11,414 +1,838	+19%	+$108K	0.01%	861
2018 Q4	$504K	Buy	9,576 +1,088	+13%	+$63.9K	0.01%	906
2018 Q3	$547K	Buy	8,488 +1,504	+22%	+$96.3K	0.01%	960
2018 Q2	$434K	Sell	6,984 -2,518	-26%	-$154K	0.01%	912
2018 Q1	$561K	Buy	9,502 +1,446	+18%	+$87.2K	0.01%	793
2017 Q4	$490K	Buy	8,056 +1,040	+15%	+$62.3K	0.01%	848
2017 Q3	$411K	Sell	7,016 -4,872	-41%	-$276K	0.01%	867
2017 Q2	$677K	Buy	+11,888	New	+$669K	0.01%	657

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MML Investors Services increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 14% in Q2 2026, buying an estimated $107K and bringing the position to 7,821 shares worth $892K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

MML Investors Services first reported a position in IVOV in Q2 2017 and has held it in 37 quarters since. The position peaked at $3.06M in Q1 2022. 100 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

MML Investors Services held 7,821 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $892K as of Q2 2026.
MML Investors Services bought 984 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $107K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2078 holding.
MML Investors Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2017 and has held it in 37 quarters since.
MML Investors Services's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $3.06M in Q1 2022.
100 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

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