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TIAA Wealth Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

TIAA Wealth Investment Management’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.2K Sell
578
-2,098
-78% -$98.2K ﹤0.01% 511
2026
Q1 		$125K Buy
+2,676
New +$126K ﹤0.01% 321

Other funds holding VMBS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

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

TIAA Wealth Investment Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 78% in Q2 2026, selling an estimated $98.2K and leaving 578 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

TIAA Wealth Investment Management first reported a position in VMBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $125K in Q1 2026. 678 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • TIAA Wealth Investment Management held 578 shares of Vanguard Mortgage-Backed Securities ETF worth $27.2K as of Q2 2026.
  • TIAA Wealth Investment Management sold 2,098 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $98.2K.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #511 holding.
  • TIAA Wealth Investment Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • TIAA Wealth Investment Management's Vanguard Mortgage-Backed Securities ETF position peaked at $125K in Q1 2026.
  • 678 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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