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TIAA Wealth Investment Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

TIAA Wealth Investment Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.81M Buy
8,260
+1,372
+20% +$286K 0.01% 153
2026
Q1 		$1.33M Buy
+6,888
New +$1.38M 0.01% 150

Other funds holding VTV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

TIAA Wealth Investment Management increased its Vanguard Morningstar Value ETF (VTV) stake by 20% in Q2 2026, buying an estimated $286K and bringing the position to 8,260 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #153.

TIAA Wealth Investment Management first reported a position in VTV in Q1 2026 and has held it in 2 quarters since. 2,702 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • TIAA Wealth Investment Management held 8,260 shares of Vanguard Morningstar Value ETF worth $1.81M as of Q2 2026.
  • TIAA Wealth Investment Management bought 1,372 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $286K.
  • Vanguard Morningstar Value ETF made up 0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #153 holding.
  • TIAA Wealth Investment Management first reported a position in Vanguard Morningstar Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,702 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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