MML Investors Services
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MML Investors Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MML Investors Services’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$138M Buy
454,602
+79,265
+21% +$22.7M 0.28% 75
2026
Q1 		$98.3M Sell
375,337
-65,364
-15% -$17.7M 0.27% 80
2025
Q4 		$114M Buy
440,701
+45,221
+11% +$11.6M 0.28% 70
2025
Q3 		$101M Sell
395,480
-909
-0.2% -$225K 0.27% 80
2025
Q2 		$93.9M Buy
396,389
+14,241
+4% +$3.18M 0.27% 76
2025
Q1 		$84.7M Sell
382,148
-44,200
-10% -$10.6M 0.28% 71
2024
Q4 		$102M Buy
426,348
+34,601
+9% +$8.51M 0.35% 55
2024
Q3 		$92.9M Buy
391,747
+14,494
+4% +$3.29M 0.34% 53
2024
Q2 		$82.3M Buy
377,253
+19,246
+5% +$4.23M 0.33% 53
2024
Q1 		$81.8M Buy
358,007
+22,116
+7% +$4.76M 0.34% 52
2023
Q4 		$71.7M Sell
335,891
-33,807
-9% -$6.51M 0.33% 55
2023
Q3 		$69.9M Buy
369,698
+26,696
+8% +$5.32M 0.39% 50
2023
Q2 		$68.2M Buy
343,002
+25,734
+8% +$4.86M 0.38% 46
2023
Q1 		$60.1M Sell
317,268
-14,753
-4% -$2.86M 0.43% 43
2022
Q4 		$60.9M Buy
332,021
+306
+0.1% +$56.7K 0.4% 46
2022
Q3 		$56.7M Buy
331,715
+23,627
+8% +$4.46M 0.43% 40
2022
Q2 		$54.3M Sell
308,088
-1,142
-0.4% -$221K 0.41% 42
2022
Q1 		$65.7M Sell
309,230
-9,910
-3% -$2.09M 0.46% 33
2021
Q4 		$72.1M Buy
319,140
+25,075
+9% +$5.7M 0.52% 34
2021
Q3 		$64.3M Buy
294,065
+14,473
+5% +$3.22M 0.51% 33
2021
Q2 		$63M Buy
279,592
+19,318
+7% +$4.28M 0.53% 34
2021
Q1 		$55.7M Buy
260,274
+17,995
+7% +$3.79M 0.53% 36
2020
Q4 		$47.2M Buy
242,279
+9,514
+4% +$1.68M 0.5% 39
2020
Q3 		$35.8M Buy
232,765
+9,852
+4% +$1.51M 0.45% 46
2020
Q2 		$32.5M Buy
222,913
+7,202
+3% +$967K 0.43% 50
2020
Q1 		$24.9M Buy
215,711
+2,764
+1% +$415K 0.43% 46
2019
Q4 		$35.3M Buy
212,947
+25,223
+13% +$4.02M 0.5% 32
2019
Q3 		$28.9M Sell
187,724
-25,136
-12% -$3.9M 0.47% 39
2019
Q2 		$33.3M Buy
212,860
+8,066
+4% +$1.25M 0.48% 39
2019
Q1 		$31.3M Sell
204,794
-11,494
-5% -$1.71M 0.48% 35
2018
Q4 		$28.5M Buy
216,288
+13,580
+7% +$1.98M 0.51% 35
2018
Q3 		$33M Buy
202,708
+43,924
+28% +$7.11M 0.56% 29
2018
Q2 		$24.7M Sell
158,784
-30,644
-16% -$4.69M 0.54% 37
2018
Q1 		$27.8M Buy
189,428
+13,831
+8% +$2.06M 0.59% 35
2017
Q4 		$26M Buy
175,597
+2,154
+1% +$312K 0.49% 48
2017
Q3 		$24.5M Buy
173,443
+10,848
+7% +$1.48M 0.51% 48
2017
Q2 		$22M Buy
+162,595
New +$21.8M 0.42% 62

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

MML Investors Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 21% in Q2 2026, buying an estimated $22.7M and bringing the position to 454,602 shares worth $138M. The position accounts for 0.28% of the portfolio, ranked #75.

MML Investors Services first reported a position in VB in Q2 2017 and has held it in 37 quarters since. 1,760 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • MML Investors Services held 454,602 shares of Vanguard Morningstar Small-Cap ETF worth $138M as of Q2 2026.
  • MML Investors Services bought 79,265 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $22.7M.
  • Vanguard Morningstar Small-Cap ETF made up 0.28% of MML Investors Services's portfolio in Q2 2026, its #75 holding.
  • MML Investors Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2017 and has held it in 37 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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