MML Investors Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$106M	Sell	493,250 -97,474	-17%	-$21.7M	0.29%	71
2025 Q4	$130M	Buy	590,724 +5,413	+0.9%	+$1.18M	0.32%	65
2025 Q3	$126M	Buy	585,311 +2,252	+0.4%	+$473K	0.34%	59
2025 Q2	$119M	Buy	583,059 +18,328	+3%	+$3.55M	0.34%	52
2025 Q1	$110M	Buy	564,731 +1,974	+0.4%	+$393K	0.36%	46
2024 Q4	$110M	Buy	562,757 +20,572	+4%	+$4.11M	0.38%	49
2024 Q3	$107M	Buy	542,185 +9,058	+2%	+$1.72M	0.39%	48
2024 Q2	$97.3M	Buy	533,127 +22,463	+4%	+$4.04M	0.39%	45
2024 Q1	$93.3M	Buy	510,664 +12,576	+3%	+$2.21M	0.38%	47
2023 Q4	$84.9M	Buy	498,088 +36,285	+8%	+$5.84M	0.39%	47
2023 Q3	$71.8M	Buy	461,803 +20,161	+5%	+$3.27M	0.4%	47
2023 Q2	$71.7M	Buy	441,642 +40,928	+10%	+$6.41M	0.4%	44
2023 Q1	$61.7M	Sell	400,714 -66,321	-14%	-$10.2M	0.44%	40
2022 Q4	$70.9M	Buy	467,035 +14,666	+3%	+$2.19M	0.47%	35
2022 Q3	$61.1M	Buy	452,369 +3,236	+0.7%	+$482K	0.46%	33
2022 Q2	$64.4M	Buy	449,133 +223	+0%	+$33.9K	0.49%	30
2022 Q1	$72.8M	Sell	448,910 -32,464	-7%	-$5.24M	0.51%	31
2021 Q4	$82.7M	Sell	481,374 -34,919	-7%	-$5.76M	0.6%	27
2021 Q3	$79.3M	Buy	516,293 +20,238	+4%	+$3.23M	0.63%	25
2021 Q2	$76.8M	Buy	496,055 +23,036	+5%	+$3.54M	0.65%	25
2021 Q1	$69.6M	Sell	473,019 -67,470	-12%	-$9.6M	0.67%	24
2020 Q4	$76.3M	Buy	540,489 +19,582	+4%	+$2.65M	0.82%	17
2020 Q3	$67M	Sell	520,907 -34,093	-6%	-$4.29M	0.84%	18
2020 Q2	$65M	Buy	555,000 +19,530	+4%	+$2.22M	0.87%	16
2020 Q1	$55.4M	Sell	535,470 -41,575	-7%	-$4.96M	0.95%	16
2019 Q4	$71.9M	Sell	577,045 -3,794	-0.7%	-$459K	1.03%	13
2019 Q3	$69.5M	Sell	580,839 -73,780	-11%	-$8.7M	1.12%	9
2019 Q2	$75.4M	Buy	654,619 +20,400	+3%	+$2.29M	1.08%	10
2019 Q1	$69.5M	Buy	634,219 +21,032	+3%	+$2.22M	1.08%	11
2018 Q4	$60.1M	Buy	613,187 +47,084	+8%	+$4.91M	1.08%	10
2018 Q3	$62.7M	Buy	566,103 +148,711	+36%	+$16M	1.06%	9
2018 Q2	$42.4M	Buy	417,392 +2,310	+0.6%	+$235K	0.92%	14
2018 Q1	$41.9M	Sell	415,082 -357,621	-46%	-$37.1M	0.89%	16
2017 Q4	$78.8M	Sell	772,703 -15,247	-2%	-$1.5M	1.5%	6
2017 Q3	$74.7M	Buy	787,950 +15,752	+2%	+$1.47M	1.54%	5
2017 Q2	$71.6M	Buy	772,198 +9,496	+1%	+$871K	1.38%	9
2017 Q1	$68.6M	Buy	762,702 +628,810	+470%	+$55.7M	1.38%	14
2016 Q4	$11.4M	Buy	133,892 +7,962	+6%	+$669K	12.78%	2
2016 Q3	$10.6M	Buy	125,930 +25,883	+26%	+$2.19M	12.15%	2
2016 Q2	$8.33M	Sell	100,047 -1,304	-1%	-$107K	7.47%	5
2016 Q1	$8.23M	Buy	101,351 +5,089	+5%	+$390K	7.52%	5
2015 Q4	$7.49M	Buy	96,262 +5,189	+6%	+$405K	6.94%	5
2015 Q3	$6.72M	Buy	91,073 +15,509	+21%	+$1.2M	6.82%	5
2015 Q2	$5.94M	Buy	+75,564	New	+$6.12M	6.09%	5

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MML Investors Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 17% in Q1 2026, selling an estimated $21.7M and leaving 493,250 shares worth $106M. The position accounts for 0.29% of the portfolio, ranked #71.

MML Investors Services first reported a position in VIG in Q2 2015 and has held it in 44 quarters since. The position peaked at $130M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

MML Investors Services held 493,250 shares of Vanguard Dividend Appreciation ETF worth $106M as of Q1 2026.
MML Investors Services sold 97,474 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $21.7M.
Vanguard Dividend Appreciation ETF made up 0.29% of MML Investors Services's portfolio in Q1 2026, its #71 holding.
MML Investors Services first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and has held it in 44 quarters since.
MML Investors Services's Vanguard Dividend Appreciation ETF position peaked at $130M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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