MML Investors Services
VBR icon

MML Investors Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

MML Investors Services’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.8M Sell
173,964
-28,299
-14% -$6.33M 0.1% 191
2025
Q4 		$42.8M Sell
202,263
-2,721
-1% -$570K 0.1% 195
2025
Q3 		$42.8M Sell
204,984
-40,212
-16% -$8.22M 0.11% 183
2025
Q2 		$47.8M Buy
245,196
+2,247
+0.9% +$416K 0.14% 159
2025
Q1 		$45.3M Sell
242,949
-22,423
-8% -$4.43M 0.15% 149
2024
Q4 		$52.6M Buy
265,372
+34,773
+15% +$7.14M 0.18% 117
2024
Q3 		$46.3M Sell
230,599
-3,253
-1% -$625K 0.17% 137
2024
Q2 		$42.7M Sell
233,852
-19,180
-8% -$3.54M 0.17% 131
2024
Q1 		$48.6M Sell
253,032
-9,543
-4% -$1.72M 0.2% 110
2023
Q4 		$47.3M Buy
262,575
+23,524
+10% +$3.84M 0.22% 99
2023
Q3 		$38.1M Buy
239,051
+4,570
+2% +$764K 0.21% 98
2023
Q2 		$38.8M Buy
234,481
+6,777
+3% +$1.07M 0.21% 99
2023
Q1 		$36.1M Sell
227,704
-19,133
-8% -$3.17M 0.26% 83
2022
Q4 		$39.2M Buy
246,837
+35,505
+17% +$5.65M 0.26% 88
2022
Q3 		$30.3M Buy
211,332
+26,024
+14% +$4.13M 0.23% 91
2022
Q2 		$27.8M Sell
185,308
-8,881
-5% -$1.46M 0.21% 101
2022
Q1 		$34.2M Sell
194,189
-9,927
-5% -$1.73M 0.24% 84
2021
Q4 		$36.5M Buy
204,116
+5,201
+3% +$925K 0.26% 73
2021
Q3 		$33.7M Buy
198,915
+21,019
+12% +$3.6M 0.27% 73
2021
Q2 		$30.9M Sell
177,896
-1,531
-0.9% -$265K 0.26% 79
2021
Q1 		$29.7M Sell
179,427
-490
-0.3% -$77.2K 0.28% 72
2020
Q4 		$25.6M Sell
179,917
-10,160
-5% -$1.31M 0.27% 80
2020
Q3 		$21M Buy
190,077
+7,333
+4% +$822K 0.26% 85
2020
Q2 		$19.5M Sell
182,744
-11,321
-6% -$1.14M 0.26% 92
2020
Q1 		$17.2M Buy
194,065
+502
+0.3% +$60.9K 0.3% 80
2019
Q4 		$26.5M Buy
193,563
+6,693
+4% +$887K 0.38% 57
2019
Q3 		$24.1M Sell
186,870
-2,881
-2% -$369K 0.39% 50
2019
Q2 		$24.8M Buy
189,751
+3,466
+2% +$451K 0.36% 59
2019
Q1 		$24M Buy
186,285
+7,780
+4% +$990K 0.37% 56
2018
Q4 		$20.4M Buy
178,505
+687
+0.4% +$86.9K 0.37% 63
2018
Q3 		$24.8M Buy
177,818
+19,934
+13% +$2.8M 0.42% 52
2018
Q2 		$21.4M Sell
157,884
-69,492
-31% -$9.32M 0.47% 49
2018
Q1 		$29.4M Sell
227,376
-25,934
-10% -$3.44M 0.62% 31
2017
Q4 		$33.6M Buy
253,310
+7,061
+3% +$919K 0.64% 35
2017
Q3 		$31.5M Buy
246,249
+11,792
+5% +$1.45M 0.65% 34
2017
Q2 		$28.8M Buy
+234,457
New +$28.7M 0.55% 47

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MML Investors Services reduced its Vanguard Small-Cap Value ETF (VBR) stake by 14% in Q1 2026, selling an estimated $6.33M and leaving 173,964 shares worth $37.8M. The position accounts for 0.1% of the portfolio, ranked #191.

MML Investors Services first reported a position in VBR in Q2 2017 and has held it in 36 quarters since. The position peaked at $52.6M in Q4 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • MML Investors Services held 173,964 shares of Vanguard Small-Cap Value ETF worth $37.8M as of Q1 2026.
  • MML Investors Services sold 28,299 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $6.33M.
  • Vanguard Small-Cap Value ETF made up 0.1% of MML Investors Services's portfolio in Q1 2026, its #191 holding.
  • MML Investors Services first reported a position in Vanguard Small-Cap Value ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's Vanguard Small-Cap Value ETF position peaked at $52.6M in Q4 2024.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

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