Baird Financial Group
VIOG icon

Baird Financial Group’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Baird Financial Group’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,576
Closed -$454K – 1764
2023
Q2 		$454K Buy
+4,576
New +$431K ﹤0.01% 1379
2022
Q2 		– Sell
-2,574
Closed -$278K – 1869
2022
Q1 		$278K Hold
2,574
– – ﹤0.01% 1648
2021
Q4 		$308K Sell
2,574
-284
-10% -$33.3K ﹤0.01% 1654
2021
Q3 		$321K Hold
2,858
– – ﹤0.01% 1645
2021
Q2 		$327K Sell
2,858
-60
-2% -$6.74K ﹤0.01% 1558
2021
Q1 		$322K Buy
+2,918
New +$320K ﹤0.01% 1494
2018
Q1 		– Sell
-9,650
Closed -$704K – 1309
2017
Q4 		$704K Sell
9,650
-294
-3% -$21.1K 0.01% 911
2017
Q3 		$700K Sell
9,944
-104
-1% -$6.95K 0.01% 896
2017
Q2 		$672K Sell
10,048
-828
-8% -$54.6K 0.01% 886
2017
Q1 		$714K Buy
+10,876
New +$706K 0.01% 868

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Baird Financial Group's VIOG Position: Q3 2023 in Review

Baird Financial Group sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q3 2023, closing a stake of 4,576 shares — an estimated $454K sold.

Baird Financial Group first reported a position in VIOG in Q1 2017 and held it in 10 quarters. The position peaked at $714K in Q1 2017. 106 funds tracked by Wall St. Rank hold VIOG as of Q3 2023.

  • Baird Financial Group reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Baird Financial Group sold 4,576 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $454K.
  • Baird Financial Group first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2017 and held it in 10 quarters.
  • Baird Financial Group's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $714K in Q1 2017.
  • 106 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on Baird Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.