TIAA Trust, National Association’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

TIAA Trust, National Association’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
2026 Q1	–	Sell	-3,709	Closed	-$415K	–	536
2025 Q4	$415K	Sell	3,709 -49	-1%	-$5.43K	﹤0.01%	513
2025 Q3	$415K	Hold	3,758	–	–	﹤0.01%	511
2025 Q2	$395K	Hold	3,758	–	–	﹤0.01%	490
2025 Q1	$371K	Hold	3,758	–	–	﹤0.01%	489
2024 Q4	$396K	Sell	3,758 -308	-8%	-$33.5K	﹤0.01%	483
2024 Q3	$429K	Hold	4,066	–	–	﹤0.01%	469
2024 Q2	$403K	Hold	4,066	–	–	﹤0.01%	461
2024 Q1	$419K	Hold	4,066	–	–	﹤0.01%	459
2023 Q4	$382K	Hold	4,066	–	–	﹤0.01%	456
2023 Q3	$344K	Buy	+4,066	New	+$361K	﹤0.01%	463

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association's IVOO Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2026, closing a stake of 3,709 shares — an estimated $415K sold.

TIAA Trust, National Association first reported a position in IVOO in Q3 2023 and held it in 10 quarters. The position peaked at $429K in Q3 2024. 300 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

TIAA Trust, National Association reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2026 after selling out during the quarter.
TIAA Trust, National Association sold 3,709 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $415K.
TIAA Trust, National Association first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and held it in 10 quarters.
TIAA Trust, National Association's Vanguard S&P Mid-Cap 400 ETF position peaked at $429K in Q3 2024.
300 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.