MML Investors Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.2M	Buy	248,798 +7,068	+3%	+$1.37M	0.1%	196
2026 Q1	$44.5M	Sell	241,730 -790	-0.3%	-$148K	0.12%	167
2025 Q4	$43M	Buy	242,520 +11,448	+5%	+$2M	0.1%	194
2025 Q3	$40.3M	Sell	231,072 -12,699	-5%	-$2.16M	0.11%	194
2025 Q2	$40.1M	Sell	243,771 -1,448	-0.6%	-$229K	0.12%	184
2025 Q1	$39.4M	Sell	245,219 -5,466	-2%	-$894K	0.13%	171
2024 Q4	$40.6M	Buy	250,685 +24,606	+11%	+$4.15M	0.14%	151
2024 Q3	$37.9M	Buy	226,079 +7,058	+3%	+$1.12M	0.14%	161
2024 Q2	$32.9M	Sell	219,021 -15,600	-7%	-$2.37M	0.13%	169
2024 Q1	$36.6M	Sell	234,621 -49,306	-17%	-$7.24M	0.15%	152
2023 Q4	$41.2M	Buy	283,927 +8,536	+3%	+$1.15M	0.19%	118
2023 Q3	$36.1M	Sell	275,391 -10,576	-4%	-$1.46M	0.2%	103
2023 Q2	$39.6M	Buy	285,967 +12,556	+5%	+$1.67M	0.22%	97
2023 Q1	$36.7M	Sell	273,411 -81,085	-23%	-$11.2M	0.26%	81
2022 Q4	$47.9M	Buy	354,496 +25,347	+8%	+$3.4M	0.31%	60
2022 Q3	$40.1M	Buy	329,149 +33,668	+11%	+$4.56M	0.3%	66
2022 Q2	$38.3M	Sell	295,481 -4,681	-2%	-$662K	0.29%	68
2022 Q1	$44.9M	Buy	300,162 +5,573	+2%	+$820K	0.32%	60
2021 Q4	$44.3M	Sell	294,589 -5,857	-2%	-$860K	0.32%	59
2021 Q3	$41.9M	Buy	300,446 +40,553	+16%	+$5.76M	0.33%	55
2021 Q2	$36.5M	Buy	259,893 +11,941	+5%	+$1.69M	0.31%	57
2021 Q1	$33.4M	Buy	247,952 +3,068	+1%	+$393K	0.32%	58
2020 Q4	$29.1M	Sell	244,884 -3,511	-1%	-$393K	0.31%	69
2020 Q3	$25.2M	Buy	248,395 +16,327	+7%	+$1.65M	0.32%	66
2020 Q2	$22.2M	Sell	232,068 -12,314	-5%	-$1.13M	0.3%	81
2020 Q1	$19.9M	Sell	244,382 -8,048	-3%	-$867K	0.34%	64
2019 Q4	$30.1M	Sell	252,430 -16,906	-6%	-$1.95M	0.43%	43
2019 Q3	$30.4M	Buy	269,336 +5,310	+2%	+$590K	0.49%	34
2019 Q2	$29.4M	Buy	264,026 +11,071	+4%	+$1.21M	0.42%	46
2019 Q1	$27.3M	Buy	252,955 +12,147	+5%	+$1.28M	0.42%	50
2018 Q4	$22.9M	Buy	240,808 +11,974	+5%	+$1.26M	0.41%	52
2018 Q3	$25.9M	Buy	228,834 +42,981	+23%	+$4.88M	0.44%	48
2018 Q2	$20.5M	Sell	185,853 -113,815	-38%	-$12.6M	0.45%	52
2018 Q1	$32.8M	Sell	299,668 -4,846	-2%	-$545K	0.69%	27
2017 Q4	$34M	Buy	304,514 +5,548	+2%	+$600K	0.65%	33
2017 Q3	$31.6M	Buy	298,966 +4,113	+1%	+$427K	0.65%	32
2017 Q2	$30.3M	Buy	+294,853	New	+$30.2M	0.58%	41

Other funds holding VOE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

VIA

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

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

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

MML Investors Services increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.9% in Q2 2026, buying an estimated $1.37M and bringing the position to 248,798 shares worth $49.2M. The position accounts for 0.1% of the portfolio, ranked #196.

MML Investors Services first reported a position in VOE in Q2 2017 and has held it in 37 quarters since. 850 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

MML Investors Services held 248,798 shares of Vanguard Morningstar Mid-Cap Value ETF worth $49.2M as of Q2 2026.
MML Investors Services bought 7,068 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.37M.
Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of MML Investors Services's portfolio in Q2 2026, its #196 holding.
MML Investors Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2017 and has held it in 37 quarters since.
850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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