Baron Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$323K	Hold	1,367	–	–	0.15%	47
2026 Q1	$294K	Hold	1,367	–	–	0.16%	45
2025 Q4	$300K	Hold	1,367	–	–	0.16%	44
2025 Q3	$295K	Hold	1,367	–	–	0.16%	43
2025 Q2	$280K	Hold	1,367	–	–	0.16%	43
2025 Q1	$265K	Hold	1,367	–	–	0.17%	43
2024 Q4	$268K	Hold	1,367	–	–	0.17%	43
2024 Q3	$271K	Hold	1,367	–	–	0.17%	42
2024 Q2	$250K	Hold	1,367	–	–	0.16%	42
2024 Q1	$250K	Hold	1,367	–	–	0.15%	47
2023 Q4	$233K	Buy	1,367 +57	+4%	+$9.17K	0.15%	46
2023 Q3	$204K	Hold	1,310	–	–	0.13%	49
2023 Q2	$213K	Hold	1,310	–	–	0.13%	49
2023 Q1	$202K	Buy	+1,310	New	+$201K	0.13%	53
2022 Q3	–	Sell	-1,310	Closed	-$188K	–	192
2022 Q2	$188K	Hold	1,310	–	–	0.12%	46
2022 Q1	$212K	Hold	1,310	–	–	0.12%	46
2021 Q4	$225K	Hold	1,310	–	–	0.13%	47
2021 Q3	$201K	Sell	1,310 -340	-21%	-$54.2K	0.12%	46
2021 Q2	$255K	Hold	1,650	–	–	0.16%	45
2021 Q1	$243K	Hold	1,650	–	–	0.17%	45
2020 Q4	$233K	Hold	1,650	–	–	0.19%	42
2020 Q3	$212K	Buy	+1,650	New	+$208K	0.2%	40

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Baron Financial Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,367 shares worth $323K. The position accounts for 0.15% of the portfolio, ranked #47.

Baron Financial Group first reported a position in VIG in Q3 2020 and has held it in 22 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Baron Financial Group held 1,367 shares of Vanguard Dividend Appreciation ETF worth $323K as of Q2 2026.
Baron Financial Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.15% of Baron Financial Group's portfolio in Q2 2026, its #47 holding.
Baron Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 22 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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