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 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 $871B AUM 31.28% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Baird Financial Group reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 19% in Q1 2026, selling an estimated $164K and leaving 6,007 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Baird Financial Group first reported a position in IVOO in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q4 2023. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Baird Financial Group held 6,007 shares of Vanguard S&P Mid-Cap 400 ETF worth $687K as of Q1 2026.
Baird Financial Group sold 1,397 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $164K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1385 holding.
Baird Financial Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and has held it in 11 quarters since.
Baird Financial Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.13M in Q4 2023.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

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