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

Baird Financial Group’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 Q2	$788K	Buy	6,043 +36	+0.6%	+$4.47K	﹤0.01%	1402
2026 Q1	$687K	Sell	6,007 -1,397	-19%	-$164K	﹤0.01%	1385
2025 Q4	$828K	Buy	7,404 +1,739	+31%	+$193K	﹤0.01%	1306
2025 Q3	$625K	Buy	5,665 +401	+8%	+$43.6K	﹤0.01%	1399
2025 Q2	$553K	Buy	5,264 +471	+10%	+$46.8K	﹤0.01%	1387
2025 Q1	$473K	Buy	4,793 +1,131	+31%	+$119K	﹤0.01%	1410
2024 Q4	$386K	Sell	3,662 -199	-5%	-$21.6K	﹤0.01%	1470
2024 Q3	$408K	Buy	3,861 +368	+11%	+$37.6K	﹤0.01%	1452
2024 Q2	$346K	Buy	3,493 +762	+28%	+$75.9K	﹤0.01%	1513
2024 Q1	$281K	Sell	2,731 -9,248	-77%	-$887K	﹤0.01%	1573
2023 Q4	$1.13M	Buy	+11,979	New	+$1.03M	﹤0.01%	1098
2023 Q2	–	Sell	-2,933	Closed	-$248K	–	1723
2023 Q1	$248K	Buy	+2,933	New	+$253K	﹤0.01%	1553

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group's IVOO Position: Q2 2026 in Review

Baird Financial Group increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.6% in Q2 2026, buying an estimated $4.47K and bringing the position to 6,043 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Baird Financial Group first reported a position in IVOO in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.13M in Q4 2023. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Baird Financial Group held 6,043 shares of Vanguard S&P Mid-Cap 400 ETF worth $788K as of Q2 2026.
Baird Financial Group bought 36 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $4.47K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1402 holding.
Baird Financial Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and has held it in 12 quarters since.
Baird Financial Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.13M in Q4 2023.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.