Baron Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Baron Financial Group’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$600K	Hold	5,024	–	–	0.29%	40
2026 Q1	$438K	Hold	5,024	–	–	0.24%	43
2025 Q4	$473K	Sell	5,024 -80	-2%	-$7.6K	0.25%	41
2025 Q3	$476K	Hold	5,104	–	–	0.26%	38
2025 Q2	$423K	Hold	5,104	–	–	0.25%	39
2025 Q1	$346K	Hold	5,104	–	–	0.22%	40
2024 Q4	$397K	Hold	5,104	–	–	0.25%	40
2024 Q3	$374K	Sell	5,104 -120	-2%	-$8.53K	0.23%	40
2024 Q2	$377K	Hold	5,224	–	–	0.24%	40
2024 Q1	$342K	Hold	5,224	–	–	0.21%	41
2023 Q4	$316K	Sell	5,224 -160	-3%	-$8.91K	0.2%	42
2023 Q3	$279K	Hold	5,384	–	–	0.18%	40
2023 Q2	$298K	Sell	5,384 -80	-1%	-$4.02K	0.18%	40
2023 Q1	$263K	Sell	5,464 -1,208	-18%	-$53.4K	0.17%	44
2022 Q4	$266K	Buy	6,672 +688	+11%	+$28.1K	0.18%	47
2022 Q3	$230K	Hold	5,984	–	–	0.15%	47
2022 Q2	$244K	Hold	5,984	–	–	0.16%	40
2022 Q1	$312K	Buy	5,984 +520	+10%	+$26.7K	0.18%	41
2021 Q4	$313K	Hold	5,464	–	–	0.18%	42
2021 Q3	$274K	Hold	5,464	–	–	0.17%	44
2021 Q2	$272K	Sell	5,464 -584	-10%	-$27.5K	0.17%	42
2021 Q1	$271K	Buy	6,048 +704	+13%	+$31.7K	0.19%	43
2020 Q4	$236K	Hold	5,344	–	–	0.19%	41
2020 Q3	$208K	Buy	+5,344	New	+$201K	0.2%	41

Other funds holding VGT

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Baron Financial Group's VGT Position: Q2 2026 in Review

Baron Financial Group held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 5,024 shares worth $600K. The position accounts for 0.29% of the portfolio, ranked #40.

Baron Financial Group first reported a position in VGT in Q3 2020 and has held it in 24 quarters since. 547 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Baron Financial Group held 5,024 shares of Vanguard Information Technology ETF worth $600K as of Q2 2026.
Baron Financial Group left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.29% of Baron Financial Group's portfolio in Q2 2026, its #40 holding.
Baron Financial Group first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 24 quarters since.
547 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.