Baird Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Baird Financial Group’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$212M	Buy	810,773 +32,180	+4%	+$8.71M	0.33%	61
2025 Q4	$201M	Buy	778,593 +27,498	+4%	+$7.04M	0.31%	60
2025 Q3	$191M	Sell	751,095 -24,579	-3%	-$6.1M	0.31%	61
2025 Q2	$184M	Buy	775,674 +78,416	+11%	+$17.5M	0.32%	62
2025 Q1	$155M	Sell	697,258 -37,628	-5%	-$8.99M	0.3%	65
2024 Q4	$177M	Buy	734,886 +9,605	+1%	+$2.36M	0.34%	64
2024 Q3	$172M	Sell	725,281 -6,585	-0.9%	-$1.5M	0.33%	62
2024 Q2	$160M	Sell	731,866 -12,421	-2%	-$2.73M	0.33%	62
2024 Q1	$170M	Buy	744,287 +29,950	+4%	+$6.44M	0.36%	57
2023 Q4	$152M	Buy	714,337 +39,988	+6%	+$7.7M	0.35%	57
2023 Q3	$127M	Buy	674,349 +4,391	+0.7%	+$875K	0.35%	61
2023 Q2	$133M	Buy	669,958 +18,503	+3%	+$3.5M	0.35%	57
2023 Q1	$123M	Buy	651,455 +17,537	+3%	+$3.4M	0.3%	64
2022 Q4	$116M	Buy	633,918 +57,292	+10%	+$10.6M	0.31%	63
2022 Q3	$98.6M	Sell	576,626 -4,850	-0.8%	-$916K	0.29%	76
2022 Q2	$102M	Buy	581,476 +11,830	+2%	+$2.28M	0.28%	74
2022 Q1	$121M	Sell	569,646 -1,366	-0.2%	-$288K	0.3%	68
2021 Q4	$129M	Buy	571,012 +14,967	+3%	+$3.4M	0.3%	71
2021 Q3	$122M	Sell	556,045 -7,217	-1%	-$1.6M	0.31%	68
2021 Q2	$127M	Sell	563,262 -15,948	-3%	-$3.53M	0.33%	66
2021 Q1	$124M	Sell	579,210 -13,684	-2%	-$2.88M	0.35%	60
2020 Q4	$115M	Buy	592,894 +22,947	+4%	+$4.05M	0.35%	61
2020 Q3	$87.7M	Buy	569,947 +36,325	+7%	+$5.58M	0.3%	73
2020 Q2	$77.8M	Sell	533,622 -55,083	-9%	-$7.4M	0.29%	76
2020 Q1	$68M	Buy	588,705 +85,822	+17%	+$12.9M	0.31%	66
2019 Q4	$83.3M	Buy	502,883 +68,365	+16%	+$10.9M	0.3%	71
2019 Q3	$66.9M	Buy	434,518 +12,689	+3%	+$1.97M	0.26%	96
2019 Q2	$66.1M	Buy	421,829 +155,376	+58%	+$24M	0.26%	89
2019 Q1	$40.7M	Buy	266,453 +26,132	+11%	+$3.89M	0.24%	130
2018 Q4	$31.7M	Buy	240,321 +51,802	+27%	+$7.54M	0.22%	128
2018 Q3	$30.3M	Buy	188,519 +1,942	+1%	+$314K	0.19%	144
2018 Q2	$29M	Buy	186,577 +4,160	+2%	+$636K	0.2%	148
2018 Q1	$26.8M	Buy	182,417 +1,295	+0.7%	+$193K	0.19%	151
2017 Q4	$26.8M	Buy	181,122 +3,959	+2%	+$573K	0.19%	149
2017 Q3	$25M	Buy	177,163 +2,530	+1%	+$345K	0.19%	148
2017 Q2	$23.7M	Buy	174,633 +7,532	+5%	+$1.01M	0.19%	150
2017 Q1	$22.3M	Buy	167,101 +8,116	+5%	+$1.07M	0.18%	158
2016 Q4	$20.5M	Buy	158,985 +11,069	+7%	+$1.37M	0.18%	158
2016 Q3	$18.1M	Buy	147,916 +9,040	+7%	+$1.09M	0.16%	163
2016 Q2	$16.1M	Sell	138,876 -10,814	-7%	-$1.23M	0.15%	171
2016 Q1	$16.7M	Sell	149,690 -22,768	-13%	-$2.36M	0.16%	169
2015 Q4	$19.1M	Buy	172,458 +15,423	+10%	+$1.75M	0.19%	148
2015 Q3	$17M	Buy	157,035 +12,700	+9%	+$1.49M	0.18%	151
2015 Q2	$17.5M	Buy	+144,335	New	+$17.7M	0.17%	158

Other funds holding VB

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Baird Financial Group increased its Vanguard Small-Cap ETF (VB) stake by 4.1% in Q1 2026, buying an estimated $8.71M and bringing the position to 810,773 shares worth $212M. The position accounts for 0.33% of the portfolio, ranked #61.

Baird Financial Group first reported a position in VB in Q2 2015 and has held it in 44 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Baird Financial Group held 810,773 shares of Vanguard Small-Cap ETF worth $212M as of Q1 2026.
Baird Financial Group bought 32,180 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $8.71M.
Vanguard Small-Cap ETF made up 0.33% of Baird Financial Group's portfolio in Q1 2026, its #61 holding.
Baird Financial Group first reported a position in Vanguard Small-Cap ETF in Q2 2015 and has held it in 44 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

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