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Teachers Insurance & Annuity Association of America’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Teachers Insurance & Annuity Association of America’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
2024
Q4 		– Sell
-131
Closed -$26.3K – 81
2024
Q3 		$26.3K Buy
+131
New +$25.2K 0.04% 61

Other funds holding VBR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Teachers Insurance & Annuity Association of America's VBR Position: Q4 2024 in Review

Teachers Insurance & Annuity Association of America sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2024, closing a stake of 131 shares — an estimated $26.3K sold.

Teachers Insurance & Annuity Association of America first reported a position in VBR in Q3 2024 and held it in 1 quarter. The position peaked at $26.3K in Q3 2024. 1,590 funds tracked by Wall St. Rank hold VBR as of Q4 2024.

  • Teachers Insurance & Annuity Association of America reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Teachers Insurance & Annuity Association of America sold 131 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2024, an estimated $26.3K.
  • Teachers Insurance & Annuity Association of America first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Teachers Insurance & Annuity Association of America's Vanguard Morningstar Small-Cap Value ETF position peaked at $26.3K in Q3 2024.
  • 1,590 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2024.

Based on Teachers Insurance & Annuity Association of America's 13F filing for Q4 2024, filed 11 Feb 2025.