MML Investors Services
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MML Investors Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

MML Investors Services’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99.1M Sell
327,717
-44,180
-12% -$13.9M 0.27% 77
2025
Q4 		$112M Buy
371,897
+15,441
+4% +$4.66M 0.27% 73
2025
Q3 		$106M Buy
356,456
+2,749
+0.8% +$794K 0.28% 75
2025
Q2 		$98M Sell
353,707
-4,510
-1% -$1.16M 0.28% 72
2025
Q1 		$90.2M Sell
358,217
-11,508
-3% -$3.19M 0.3% 66
2024
Q4 		$104M Buy
369,725
+26,685
+8% +$7.54M 0.36% 53
2024
Q3 		$91.7M Buy
343,040
+66,977
+24% +$17.2M 0.33% 55
2024
Q2 		$69.1M Sell
276,063
-1,284
-0.5% -$320K 0.28% 63
2024
Q1 		$72.3M Buy
277,347
+66,018
+31% +$16.2M 0.3% 58
2023
Q4 		$51.1M Buy
211,329
+39,473
+23% +$8.57M 0.24% 88
2023
Q3 		$36.8M Buy
171,856
+9,118
+6% +$2.07M 0.2% 101
2023
Q2 		$37.4M Buy
162,738
+56,815
+54% +$12.4M 0.21% 101
2023
Q1 		$22.9M Sell
105,923
-1,237
-1% -$267K 0.16% 136
2022
Q4 		$21.5M Buy
107,160
+5,107
+5% +$1.04M 0.14% 161
2022
Q3 		$19.9M Sell
102,053
-10,087
-9% -$2.17M 0.15% 148
2022
Q2 		$22.1M Buy
112,140
+4,784
+4% +$1.04M 0.17% 134
2022
Q1 		$26.6M Sell
107,356
-16,990
-14% -$4.18M 0.19% 110
2021
Q4 		$35M Buy
124,346
+7,039
+6% +$2.02M 0.25% 78
2021
Q3 		$32.9M Buy
117,307
+1,692
+1% +$484K 0.26% 75
2021
Q2 		$33.5M Buy
115,615
+8,496
+8% +$2.38M 0.28% 71
2021
Q1 		$29.4M Buy
107,119
+901
+0.8% +$254K 0.28% 75
2020
Q4 		$28.4M Sell
106,218
-60
-0.1% -$14.5K 0.3% 70
2020
Q3 		$22.8M Buy
106,278
+11,153
+12% +$2.36M 0.29% 76
2020
Q2 		$19M Buy
95,125
+1,181
+1% +$213K 0.25% 97
2020
Q1 		$14.1M Buy
93,944
+16,236
+21% +$3.01M 0.24% 102
2019
Q4 		$15.4M Buy
77,708
+1,391
+2% +$264K 0.22% 114
2019
Q3 		$13.9M Sell
76,317
-5,375
-7% -$1M 0.22% 118
2019
Q2 		$15.2M Sell
81,692
-259
-0.3% -$47.1K 0.22% 116
2019
Q1 		$14.7M Sell
81,951
-340
-0.4% -$58.4K 0.23% 112
2018
Q4 		$12.4M Buy
82,291
+464
+0.6% +$76.5K 0.22% 113
2018
Q3 		$15.3M Buy
81,827
+8,055
+11% +$1.48M 0.26% 97
2018
Q2 		$13M Sell
73,772
-85,572
-54% -$14.7M 0.28% 89
2018
Q1 		$26.1M Sell
159,344
-19,020
-11% -$3.14M 0.55% 40
2017
Q4 		$28.7M Sell
178,364
-1,134
-0.6% -$178K 0.55% 40
2017
Q3 		$27.4M Buy
179,498
+188
+0.1% +$27.6K 0.57% 42
2017
Q2 		$26.1M Buy
+179,310
New +$25.7M 0.5% 55

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

MML Investors Services reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 12% in Q1 2026, selling an estimated $13.9M and leaving 327,717 shares worth $99.1M. The position accounts for 0.27% of the portfolio, ranked #77.

MML Investors Services first reported a position in VBK in Q2 2017 and has held it in 36 quarters since. The position peaked at $112M in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • MML Investors Services held 327,717 shares of Vanguard Small-Cap Growth ETF worth $99.1M as of Q1 2026.
  • MML Investors Services sold 44,180 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $13.9M.
  • Vanguard Small-Cap Growth ETF made up 0.27% of MML Investors Services's portfolio in Q1 2026, its #77 holding.
  • MML Investors Services first reported a position in Vanguard Small-Cap Growth ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's Vanguard Small-Cap Growth ETF position peaked at $112M in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

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