TIAA Trust, National Association’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

TIAA Trust, National Association’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.62M	Sell	15,080 -1,352	-8%	-$390K	0.27%	64
2026 Q1	$4.23M	Sell	16,432 -596,198	-97%	-$164M	0.26%	68
2025 Q4	$171M	Sell	612,630 -12,302	-2%	-$3.52M	0.41%	55
2025 Q3	$184M	Sell	624,932 -28,703	-4%	-$8.28M	0.45%	52
2025 Q2	$186M	Sell	653,635 -97,790	-13%	-$25.2M	0.48%	48
2025 Q1	$184M	Buy	751,425 +42,557	+6%	+$11.1M	0.57%	41
2024 Q4	$180M	Sell	708,868 -26,299	-4%	-$6.77M	0.55%	45
2024 Q3	$179M	Sell	735,167 -30,870	-4%	-$7.19M	0.53%	45
2024 Q2	$176M	Sell	766,037 -38,002	-5%	-$8.71M	0.54%	47
2024 Q1	$190M	Sell	804,039 -83,441	-9%	-$18.7M	0.58%	41
2023 Q4	$195M	Sell	887,480 -16,111	-2%	-$3.22M	0.65%	35
2023 Q3	$176M	Buy	+903,591	New	+$184M	0.63%	35

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association's VOT Position: Q2 2026 in Review

TIAA Trust, National Association reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8.2% in Q2 2026, selling an estimated $390K and leaving 15,080 shares worth $4.62M. The position accounts for 0.27% of the portfolio, ranked #64.

TIAA Trust, National Association first reported a position in VOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $195M in Q4 2023. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

TIAA Trust, National Association held 15,080 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.62M as of Q2 2026.
TIAA Trust, National Association sold 1,352 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $390K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.27% of TIAA Trust, National Association's portfolio in Q2 2026, its #64 holding.
TIAA Trust, National Association first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
TIAA Trust, National Association's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $195M in Q4 2023.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.