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

TIAA-CREF Individual & Institutional Services’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$215M	Sell	1,099,649 -286,364	-21%	-$58.6M	0.73%	38
2026 Q2	$274M	Sell	1,386,013 -240,636	-15%	-$46.6M	0.94%	29
2026 Q1	$300M	Buy	+1,626,649	New	+$304M	1.15%	24

Other funds holding VOE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 21% in Q3 2026, selling an estimated $58.6M and leaving 1,099,649 shares worth $215M. The position accounts for 0.73% of the portfolio, ranked #38.

TIAA-CREF Individual & Institutional Services first reported a position in VOE in Q1 2026 and has held it in 3 quarters since. The position peaked at $300M in Q1 2026. 1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

TIAA-CREF Individual & Institutional Services held 1,099,649 shares of Vanguard Morningstar Mid-Cap Value ETF worth $215M as of Q3 2026.
TIAA-CREF Individual & Institutional Services sold 286,364 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $58.6M.
Vanguard Morningstar Mid-Cap Value ETF made up 0.73% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #38 holding.
TIAA-CREF Individual & Institutional Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
TIAA-CREF Individual & Institutional Services's Vanguard Morningstar Mid-Cap Value ETF position peaked at $300M in Q1 2026.
1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

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