Baird Financial Group
IVOG icon

Baird Financial Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Baird Financial Group’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.78M Buy
70,192
+2,191
+3% +$279K 0.01% 602
2025
Q4 		$8.17M Buy
68,001
+3,480
+5% +$418K 0.01% 599
2025
Q3 		$7.71M Sell
64,521
-3,912
-6% -$459K 0.01% 609
2025
Q2 		$7.73M Buy
68,433
+375
+0.6% +$39.9K 0.01% 581
2025
Q1 		$7.02M Buy
68,058
+5,872
+9% +$656K 0.01% 577
2024
Q4 		$7.01M Sell
62,186
-167
-0.3% -$19.6K 0.01% 586
2024
Q3 		$7.15M Buy
62,353
+6,444
+12% +$717K 0.01% 593
2024
Q2 		$6.12M Buy
55,909
+1,634
+3% +$179K 0.01% 613
2024
Q1 		$6.16M Buy
54,275
+4,498
+9% +$465K 0.01% 614
2023
Q4 		$4.89M Sell
49,777
-77,187
-61% -$7.07M 0.01% 662
2023
Q3 		$11.5M Sell
126,964
-15,644
-11% -$1.47M 0.03% 400
2023
Q2 		$13.3M Buy
142,608
+476
+0.3% +$42.2K 0.04% 384
2023
Q1 		$12.6M Buy
142,132
+5,006
+4% +$443K 0.03% 386
2022
Q4 		$11.6M Buy
137,126
+1,718
+1% +$147K 0.03% 399
2022
Q3 		$10.7M Buy
135,408
+158
+0.1% +$13.6K 0.03% 411
2022
Q2 		$10.7M Buy
+135,250
New +$11.8M 0.03% 421
2022
Q1 		– Sell
-2,056
Closed -$217K – 1873
2021
Q4 		$217K Buy
+2,056
New +$214K ﹤0.01% 1794
2018
Q1 		– Sell
-11,014
Closed -$733K – 1269
2017
Q4 		$733K Sell
11,014
-352
-3% -$23K 0.01% 904
2017
Q3 		$713K Sell
11,366
-90
-0.8% -$5.49K 0.01% 894
2017
Q2 		$696K Sell
11,456
-948
-8% -$56.9K 0.01% 873
2017
Q1 		$731K Buy
+12,404
New +$721K 0.01% 863

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group's IVOG Position: Q1 2026 in Review

Baird Financial Group increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 3.2% in Q1 2026, buying an estimated $279K and bringing the position to 70,192 shares worth $8.78M. The position accounts for 0.01% of the portfolio, ranked #602.

Baird Financial Group first reported a position in IVOG in Q1 2017 and has held it in 21 quarters since. The position peaked at $13.3M in Q2 2023. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Baird Financial Group held 70,192 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $8.78M as of Q1 2026.
  • Baird Financial Group bought 2,191 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $279K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #602 holding.
  • Baird Financial Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2017 and has held it in 21 quarters since.
  • Baird Financial Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $13.3M in Q2 2023.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.