Baird Financial Group
VPU

Baird Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Baird Financial Group’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$539K Buy
2,754
+4
+0.1% +$784 ﹤0.01% 1520
2026
Q1 		$545K Buy
2,750
+31
+1% +$6.02K ﹤0.01% 1448
2025
Q4 		$503K Buy
2,719
+1,277
+89% +$245K ﹤0.01% 1473
2025
Q3 		$273K Buy
+1,442
New +$264K ﹤0.01% 1660
2024
Q1 		– Sell
-4,790
Closed -$657K – 1810
2023
Q4 		$657K Sell
4,790
-453
-9% -$59.8K ﹤0.01% 1273
2023
Q3 		$669K Buy
5,243
+110
+2% +$15.4K ﹤0.01% 1229
2023
Q2 		$730K Buy
5,133
+2,729
+114% +$400K ﹤0.01% 1213
2023
Q1 		$355K Buy
2,404
+422
+21% +$62.5K ﹤0.01% 1436
2022
Q4 		$304K Sell
1,982
-346
-15% -$51.3K ﹤0.01% 1452
2022
Q3 		$331K Sell
2,328
-50
-2% -$7.97K ﹤0.01% 1425
2022
Q2 		$362K Buy
+2,378
New +$374K ﹤0.01% 1469

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group's VPU Position: Q2 2026 in Review

Baird Financial Group increased its Vanguard Utilities ETF (VPU) stake by 0.15% in Q2 2026, buying an estimated $784 and bringing the position to 2,754 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Baird Financial Group first reported a position in VPU in Q2 2022 and has held it in 11 quarters since. The position peaked at $730K in Q2 2023. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Baird Financial Group held 2,754 shares of Vanguard Utilities ETF worth $539K as of Q2 2026.
  • Baird Financial Group bought 4 Vanguard Utilities ETF shares in Q2 2026, an estimated $784.
  • Vanguard Utilities ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1520 holding.
  • Baird Financial Group first reported a position in Vanguard Utilities ETF in Q2 2022 and has held it in 11 quarters since.
  • Baird Financial Group's Vanguard Utilities ETF position peaked at $730K in Q2 2023.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.