Baird Financial Group
IVOV icon

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

Baird Financial Group’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-51,256
Closed -$4.32M – 1874
2021
Q4 		$4.32M Sell
51,256
-1,500
-3% -$126K 0.01% 654
2021
Q3 		$4.2M Buy
52,756
+220
+0.4% +$17.8K 0.01% 665
2021
Q2 		$4.25M Sell
52,536
-13,270
-20% -$1.09M 0.01% 647
2021
Q1 		$5.14M Buy
+65,806
New +$4.79M 0.01% 574

Other funds holding IVOV

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group's IVOV Position: Q1 2022 in Review

Baird Financial Group sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2022, closing a stake of 51,256 shares — an estimated $4.32M sold.

Baird Financial Group first reported a position in IVOV in Q1 2021 and held it in 4 quarters. The position peaked at $5.14M in Q1 2021. 105 funds tracked by Wall St. Rank hold IVOV as of Q1 2022.

  • Baird Financial Group reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Baird Financial Group sold 51,256 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $4.32M.
  • Baird Financial Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2021 and held it in 4 quarters.
  • Baird Financial Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $5.14M in Q1 2021.
  • 105 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on Baird Financial Group's 13F filing for Q1 2022, filed 13 May 2022.