Baird Financial Group
VV icon

Baird Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Baird Financial Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Sell
47,644
-1,222
-3% -$408K 0.02% 466
2026
Q1 		$14.6M Buy
48,866
+1,170
+2% +$366K 0.02% 453
2025
Q4 		$15M Buy
47,696
+2,405
+5% +$751K 0.02% 445
2025
Q3 		$13.9M Sell
45,291
-4,231
-9% -$1.25M 0.02% 461
2025
Q2 		$14.1M Sell
49,522
-446
-0.9% -$118K 0.02% 443
2025
Q1 		$12.8M Buy
49,968
+279
+0.6% +$75.6K 0.02% 461
2024
Q4 		$13.4M Buy
49,689
+2,261
+5% +$613K 0.03% 435
2024
Q3 		$12.5M Buy
47,428
+7,713
+19% +$1.96M 0.02% 450
2024
Q2 		$9.91M Sell
39,715
-1,165
-3% -$280K 0.02% 483
2024
Q1 		$9.8M Sell
40,880
-1,842
-4% -$421K 0.02% 475
2023
Q4 		$9.32M Sell
42,722
-979
-2% -$200K 0.02% 467
2023
Q3 		$8.55M Sell
43,701
-38,988
-47% -$7.94M 0.02% 467
2023
Q2 		$16.8M Sell
82,689
-5,318
-6% -$1.02M 0.04% 335
2023
Q1 		$16.4M Sell
88,007
-6,500
-7% -$1.18M 0.04% 335
2022
Q4 		$16.5M Buy
94,507
+5,030
+6% +$882K 0.04% 329
2022
Q3 		$14.6M Sell
89,477
-4,751
-5% -$864K 0.04% 338
2022
Q2 		$16.2M Buy
94,228
+4,015
+4% +$754K 0.05% 341
2022
Q1 		$18.8M Sell
90,213
-1,125
-1% -$231K 0.05% 322
2021
Q4 		$20.2M Sell
91,338
-1,143
-1% -$245K 0.05% 315
2021
Q3 		$18.6M Sell
92,481
-1,540
-2% -$318K 0.05% 318
2021
Q2 		$18.9M Sell
94,021
-7,798
-8% -$1.52M 0.05% 310
2021
Q1 		$18.9M Sell
101,819
-11,530
-10% -$2.09M 0.05% 308
2020
Q4 		$19.9M Sell
113,349
-1,414
-1% -$235K 0.06% 283
2020
Q3 		$18M Sell
114,763
-2,130
-2% -$328K 0.06% 282
2020
Q2 		$16.7M Buy
116,893
+21,614
+23% +$2.92M 0.06% 273
2020
Q1 		$11.3M Sell
95,279
-1,662
-2% -$234K 0.05% 300
2019
Q4 		$14.3M Sell
96,941
-18,576
-16% -$2.63M 0.05% 315
2019
Q3 		$15.7M Buy
115,517
+32,513
+39% +$4.41M 0.06% 281
2019
Q2 		$11.2M Buy
83,004
+10,218
+14% +$1.35M 0.04% 341
2019
Q1 		$9.45M Sell
72,786
-194
-0.3% -$24.3K 0.06% 322
2018
Q4 		$8.38M Buy
72,980
+6,036
+9% +$747K 0.06% 324
2018
Q3 		$8.97M Buy
66,944
+4,134
+7% +$542K 0.06% 316
2018
Q2 		$7.84M Buy
62,810
+2,476
+4% +$308K 0.05% 331
2018
Q1 		$7.31M Buy
60,334
+6,120
+11% +$768K 0.05% 344
2017
Q4 		$6.65M Buy
54,214
+6,454
+14% +$771K 0.05% 367
2017
Q3 		$5.51M Buy
47,760
+1,771
+4% +$201K 0.04% 398
2017
Q2 		$5.11M Buy
45,989
+24,918
+118% +$2.74M 0.04% 397
2017
Q1 		$2.28M Sell
21,071
-262
-1% -$27.9K 0.02% 566
2016
Q4 		$2.18M Sell
21,333
-40
-0.2% -$4K 0.02% 557
2016
Q3 		$2.12M Buy
21,373
+371
+2% +$36.7K 0.02% 544
2016
Q2 		$2.01M Sell
21,002
-422
-2% -$40K 0.02% 550
2016
Q1 		$2.01M Sell
21,424
-371
-2% -$33.1K 0.02% 529
2015
Q4 		$2.04M Sell
21,795
-811
-4% -$76.4K 0.02% 522
2015
Q3 		$1.99M Sell
22,606
-1,565
-6% -$146K 0.02% 523
2015
Q2 		$2.29M Buy
+24,171
New +$2.34M 0.02% 519

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Baird Financial Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.5% in Q2 2026, selling an estimated $408K and leaving 47,644 shares worth $16.4M. The position accounts for 0.02% of the portfolio, ranked #466.

Baird Financial Group first reported a position in VV in Q2 2015 and has held it in 45 quarters since. The position peaked at $20.2M in Q4 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Baird Financial Group held 47,644 shares of Vanguard Morningstar Large-Cap ETF worth $16.4M as of Q2 2026.
  • Baird Financial Group sold 1,222 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $408K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Baird Financial Group's portfolio in Q2 2026, its #466 holding.
  • Baird Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2015 and has held it in 45 quarters since.
  • Baird Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $20.2M in Q4 2021.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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