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TIAA Wealth Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

TIAA Wealth Investment Management’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
Q2 		$34.9K Buy
176
+12
+7% +$2.32K ﹤0.01% 483
2026
Q1 		$30K Buy
+164
New +$30.6K ﹤0.01% 447

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

TIAA Wealth Investment Management's VOE Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 7.3% in Q2 2026, buying an estimated $2.32K and bringing the position to 176 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

TIAA Wealth Investment Management first reported a position in VOE in Q1 2026 and has held it in 2 quarters since. 1,203 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • TIAA Wealth Investment Management held 176 shares of Vanguard Morningstar Mid-Cap Value ETF worth $34.9K as of Q2 2026.
  • TIAA Wealth Investment Management bought 12 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.32K.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #483 holding.
  • TIAA Wealth Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.