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 Q3	$978K	Buy	1,395 +66	+5%	+$46.1K	0.48%	35
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Baron Financial Group's VOO Position: Q3 2026 in Review

Baron Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 5% in Q3 2026, buying an estimated $46.1K and bringing the position to 1,395 shares worth $978K. The position accounts for 0.48% of the portfolio, ranked #35.

Baron Financial Group first reported a position in VOO in Q3 2020 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Baron Financial Group held 1,395 shares of Vanguard S&P 500 ETF worth $978K as of Q3 2026.
Baron Financial Group bought 66 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $46.1K.
Vanguard S&P 500 ETF made up 0.48% of Baron Financial Group's portfolio in Q3 2026, its #35 holding.
Baron Financial Group first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 8 quarters since.
252 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.