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TIAA Wealth Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

TIAA Wealth Investment Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.3M Buy
509,868
+401,688
+371% +$33.8M 0.29% 38
2026
Q1 		$7.65M Buy
+108,180
New +$8.42M 0.06% 102

Other funds holding VUG

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

TIAA Wealth Investment Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 371% in Q2 2026, buying an estimated $33.8M and bringing the position to 509,868 shares worth $43.3M. The position accounts for 0.29% of the portfolio, ranked #38.

TIAA Wealth Investment Management first reported a position in VUG in Q1 2026 and has held it in 2 quarters since. 2,797 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • TIAA Wealth Investment Management held 509,868 shares of Vanguard Morningstar Growth ETF worth $43.3M as of Q2 2026.
  • TIAA Wealth Investment Management bought 401,688 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $33.8M.
  • Vanguard Morningstar Growth ETF made up 0.29% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #38 holding.
  • TIAA Wealth Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,797 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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