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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Baird Financial Group increased its Vanguard Utilities ETF (VPU) stake by 1.1% in Q1 2026, buying an estimated $6.02K and bringing the position to 2,750 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Baird Financial Group first reported a position in VPU in Q2 2022 and has held it in 10 quarters since. The position peaked at $730K in Q2 2023. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Baird Financial Group held 2,750 shares of Vanguard Utilities ETF worth $545K as of Q1 2026.
  • Baird Financial Group bought 31 Vanguard Utilities ETF shares in Q1 2026, an estimated $6.02K.
  • Vanguard Utilities ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1448 holding.
  • Baird Financial Group first reported a position in Vanguard Utilities ETF in Q2 2022 and has held it in 10 quarters since.
  • Baird Financial Group's Vanguard Utilities ETF position peaked at $730K in Q2 2023.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

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