Baird Financial Group, Inc. Vanguard S&P Small Cap 600 Gro Transaction History

Baird Financial Group, Inc.

$47.6 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$89.77 - $99.21 $410,787 - $453,984	4,576 New	4,576 $453,000
Q2 2022 Aug 08, 2022	SELL	$87.36 - $108.94 $112,432 - $140,205	-1,287 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$112.65 - $123.8 $15,996 - $17,579	-142 Reduced 9.94%	1,287 $308,000
Q2 2021 Aug 11, 2021	SELL	$105.96 - $115.28 $3,178 - $3,458	-30 Reduced 2.06%	1,429 $327,000
Q1 2021 May 13, 2021	BUY	$97.58 - $115.93 $142,369 - $169,141	1,459 New	1,459 $322,000
Q1 2018 May 14, 2018	SELL	N/A	-4,825 Closed	0 $0
Q4 2017 Feb 09, 2018	SELL	N/A	-147 Reduced 2.96%	4,825 $704,000
Q3 2017 Nov 14, 2017	SELL	N/A	-52 Reduced 1.04%	4,972 $700,000
Q2 2017 Aug 14, 2017	BUY	N/A	5,024	5,024 $672,000

Others Institutions Holding VIOG

# of Institutions

138

Shares Held

2.73M

Call Options Held

2K

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

243K
Shares

$29 Million
0.01% of portfolio
Morgan Stanley New York, NY

212K
Shares

$25.3 Million
0.0% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

180K
Shares

$21.5 Million
0.32% of portfolio
Octavia Wealth Advisors, LLC

134K
Shares

$16 Million
2.02% of portfolio
Mariner, LLC Overland Park, KS

132K
Shares

$15.8 Million
0.03% of portfolio

About VANGUARD S&P SMALL CAP 600 GRO

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