TIAA FSB’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

TIAA FSB’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$360K	Hold	4,066	–	–	﹤0.01%	447
2023 Q1	$344K	Hold	4,066	–	–	﹤0.01%	459
2022 Q4	$333K	Hold	4,066	–	–	﹤0.01%	464
2022 Q3	$302K	Hold	4,066	–	–	﹤0.01%	468
2022 Q2	$311K	Buy	+4,066	New	+$340K	﹤0.01%	477

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB's IVOO Position: Q2 2023 in Review

TIAA FSB held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2023 at 4,066 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

TIAA FSB first reported a position in IVOO in Q2 2022 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold IVOO as of Q2 2023.

TIAA FSB held 4,066 shares of Vanguard S&P Mid-Cap 400 ETF worth $360K as of Q2 2023.
TIAA FSB left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2023.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of TIAA FSB's portfolio in Q2 2023, its #447 holding.
TIAA FSB first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2022 and has held it in 5 quarters since.
195 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.