TIAA-CREF Individual & Institutional Services
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TIAA-CREF Individual & Institutional Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

TIAA-CREF Individual & Institutional Services’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$416M Sell
5,299,046
-100,500
-2% -$8.17M 1.41% 20
2026
Q2 		$435M Sell
5,399,546
-99,890
-2% -$7.74M 1.5% 19
2026
Q1 		$395M Buy
+5,499,436
New +$409M 1.52% 18

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's VO Position: Q3 2026 in Review

TIAA-CREF Individual & Institutional Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.9% in Q3 2026, selling an estimated $8.17M and leaving 5,299,046 shares worth $416M. The position accounts for 1.41% of the portfolio, ranked #20.

TIAA-CREF Individual & Institutional Services first reported a position in VO in Q1 2026 and has held it in 3 quarters since. The position peaked at $435M in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 5,299,046 shares of Vanguard Morningstar Mid-Cap ETF worth $416M as of Q3 2026.
  • TIAA-CREF Individual & Institutional Services sold 100,500 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $8.17M.
  • Vanguard Morningstar Mid-Cap ETF made up 1.41% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #20 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • TIAA-CREF Individual & Institutional Services's Vanguard Morningstar Mid-Cap ETF position peaked at $435M in Q2 2026.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q3 2026, filed 12 Nov 2026.