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TIAA Wealth Investment Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

TIAA Wealth Investment Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$311K Sell
862
-193
-18% -$65.7K ﹤0.01% 271
2026
Q1 		$306K Buy
+1,055
New +$332K ﹤0.01% 247

Other funds holding VBK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

TIAA Wealth Investment Management's VBK Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 18% in Q2 2026, selling an estimated $65.7K and leaving 862 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

TIAA Wealth Investment Management first reported a position in VBK in Q1 2026 and has held it in 2 quarters since. 1,228 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • TIAA Wealth Investment Management held 862 shares of Vanguard Morningstar Small-Cap Growth ETF worth $311K as of Q2 2026.
  • TIAA Wealth Investment Management sold 193 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $65.7K.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #271 holding.
  • TIAA Wealth Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.