Baron Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$913K	Buy	1,329 +590	+80%	+$393K	0.44%	36
2026 Q1	$442K	Buy	739 +364	+97%	+$228K	0.24%	42
2025 Q4	$235K	Buy	+375	New	+$233K	0.13%	52
2021 Q3	–	Sell	-12	Closed	-$4.72K	–	236
2021 Q2	$4.72K	Hold	12	–	–	﹤0.01%	203
2021 Q1	$4.37K	Hold	12	–	–	﹤0.01%	203
2020 Q4	$4.12K	Hold	12	–	–	﹤0.01%	214
2020 Q3	$3.69K	Buy	+12	New	+$3.66K	﹤0.01%	219

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Baron Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 80% in Q2 2026, buying an estimated $393K and bringing the position to 1,329 shares worth $913K. The position accounts for 0.44% of the portfolio, ranked #36.

Baron Financial Group first reported a position in VOO in Q3 2020 and has held it in 7 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Baron Financial Group held 1,329 shares of Vanguard S&P 500 ETF worth $913K as of Q2 2026.
Baron Financial Group bought 590 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $393K.
Vanguard S&P 500 ETF made up 0.44% of Baron Financial Group's portfolio in Q2 2026, its #36 holding.
Baron Financial Group first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 7 quarters since.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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