TWIM
VBR icon

TIAA Wealth Investment Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

TIAA Wealth Investment Management’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
2026
Q2 		$230K Sell
946
-352
-27% -$81.9K ﹤0.01% 294
2026
Q1 		$276K Buy
+1,298
New +$290K ﹤0.01% 251

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

TIAA Wealth Investment Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 27% in Q2 2026, selling an estimated $81.9K and leaving 946 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

TIAA Wealth Investment Management first reported a position in VBR in Q1 2026 and has held it in 2 quarters since. The position peaked at $276K in Q1 2026. 1,701 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • TIAA Wealth Investment Management held 946 shares of Vanguard Morningstar Small-Cap Value ETF worth $230K as of Q2 2026.
  • TIAA Wealth Investment Management sold 352 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $81.9K.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #294 holding.
  • TIAA Wealth Investment Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • TIAA Wealth Investment Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $276K in Q1 2026.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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