Baird Financial Group
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Baird Financial Group’s VanEck Retail ETF RTH Stock Holding History

Baird Financial Group’s Portfolio RTH Stock Details RTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,940
Closed -$435K – 1829
2024
Q4 		$435K Sell
1,940
-30
-2% -$6.75K ﹤0.01% 1428
2024
Q3 		$430K Hold
1,970
– – ﹤0.01% 1432
2024
Q2 		$405K Sell
1,970
-6
-0.3% -$1.22K ﹤0.01% 1460
2024
Q1 		$417K Sell
1,976
-794
-29% -$158K ﹤0.01% 1454
2023
Q4 		$521K Buy
+2,770
New +$486K ﹤0.01% 1340
2023
Q2 		– Sell
-1,585
Closed -$259K – 1748
2023
Q1 		$259K Sell
1,585
-387
-20% -$62.8K ﹤0.01% 1536
2022
Q4 		$313K Buy
+1,972
New +$321K ﹤0.01% 1444
2022
Q3 		– Sell
-4,748
Closed -$722K – 1820
2022
Q2 		$722K Buy
+4,748
New +$787K ﹤0.01% 1211

Other funds holding RTH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Baird Financial Group's RTH Position: Q1 2025 in Review

Baird Financial Group sold out of VanEck Retail ETF (RTH) in Q1 2025, closing a stake of 1,940 shares — an estimated $435K sold.

Baird Financial Group first reported a position in RTH in Q2 2022 and held it in 8 quarters. The position peaked at $722K in Q2 2022. 68 funds tracked by Wall St. Rank hold RTH as of Q1 2025.

  • Baird Financial Group reported no remaining VanEck Retail ETF position as of Q1 2025 after selling out during the quarter.
  • Baird Financial Group sold 1,940 VanEck Retail ETF shares in Q1 2025, an estimated $435K.
  • Baird Financial Group first reported a position in VanEck Retail ETF in Q2 2022 and held it in 8 quarters.
  • Baird Financial Group's VanEck Retail ETF position peaked at $722K in Q2 2022.
  • 68 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.