MML Investors Services
VSLU icon

MML Investors Services’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

MML Investors Services’s Portfolio VSLU Stock Details VSLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.5M Sell
107,528
-19,573
-15% -$855K 0.01% 861
2025
Q4 		$5.63M Buy
127,101
+13,847
+12% +$602K 0.01% 801
2025
Q3 		$4.84M Sell
113,254
-11,687
-9% -$479K 0.01% 835
2025
Q2 		$4.89M Buy
124,941
+2,440
+2% +$87.8K 0.01% 798
2025
Q1 		$4.29M Buy
122,501
+3,698
+3% +$136K 0.01% 801
2024
Q4 		$4.35M Buy
118,803
+21,074
+22% +$776K 0.02% 768
2024
Q3 		$3.52M Buy
97,729
+2,592
+3% +$89.8K 0.01% 832
2024
Q2 		$3.25M Buy
95,137
+2,347
+3% +$76.6K 0.01% 814
2024
Q1 		$3.02M Buy
92,790
+4,125
+5% +$128K 0.01% 863
2023
Q4 		$2.64M Buy
+88,665
New +$2.47M 0.01% 876

Other funds holding VSLU

CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
CWMP
Clarion Wealth Managment Partners Fairfax, Virginia $110M AUM 22.97% 1-Year Est. Return

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

MML Investors Services reduced its Applied Finance Valuation Large Cap ETF (VSLU) stake by 15% in Q1 2026, selling an estimated $855K and leaving 107,528 shares worth $4.5M. The position accounts for 0.01% of the portfolio, ranked #861.

MML Investors Services first reported a position in VSLU in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.63M in Q4 2025. 45 funds tracked by Wall St. Rank hold VSLU as of Q1 2026.

  • MML Investors Services held 107,528 shares of Applied Finance Valuation Large Cap ETF worth $4.5M as of Q1 2026.
  • MML Investors Services sold 19,573 Applied Finance Valuation Large Cap ETF shares in Q1 2026, an estimated $855K.
  • Applied Finance Valuation Large Cap ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #861 holding.
  • MML Investors Services first reported a position in Applied Finance Valuation Large Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • MML Investors Services's Applied Finance Valuation Large Cap ETF position peaked at $5.63M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q1 2026.

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