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

Baird Financial Group’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$941K Buy
8,193
+310
+4% +$36.4K ﹤0.01% 1273
2025
Q4 		$875K Buy
7,883
+242
+3% +$26.9K ﹤0.01% 1292
2025
Q3 		$844K Sell
7,641
-121
-2% -$12.9K ﹤0.01% 1315
2025
Q2 		$786K Buy
7,762
+255
+3% +$24.4K ﹤0.01% 1277
2025
Q1 		$725K Buy
7,507
+649
+9% +$67.5K ﹤0.01% 1280
2024
Q4 		$727K Buy
6,858
+2,474
+56% +$274K ﹤0.01% 1270
2024
Q3 		$474K Buy
4,384
+962
+28% +$100K ﹤0.01% 1394
2024
Q2 		$336K Sell
3,422
-572
-14% -$56.2K ﹤0.01% 1521
2024
Q1 		$405K Buy
3,994
+205
+5% +$19.9K ﹤0.01% 1464
2023
Q4 		$376K Buy
+3,789
New +$338K ﹤0.01% 1452
2018
Q1 		– Sell
-9,654
Closed -$673K – 1310
2017
Q4 		$673K Sell
9,654
-614
-6% -$42.3K ﹤0.01% 928
2017
Q3 		$696K Sell
10,268
-110
-1% -$7.02K 0.01% 898
2017
Q2 		$663K Sell
10,378
-854
-8% -$53.7K 0.01% 889
2017
Q1 		$706K Buy
+11,232
New +$701K 0.01% 870

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Baird Financial Group increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 3.9% in Q1 2026, buying an estimated $36.4K and bringing the position to 8,193 shares worth $941K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Baird Financial Group first reported a position in VIOO in Q1 2017 and has held it in 14 quarters since. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Baird Financial Group held 8,193 shares of Vanguard S&P Small-Cap 600 ETF worth $941K as of Q1 2026.
  • Baird Financial Group bought 310 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $36.4K.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1273 holding.
  • Baird Financial Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2017 and has held it in 14 quarters since.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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