Baron Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Buy	+2,436	New	+$205K	0.1%	54
2026 Q1	–	Sell	-2,994	Closed	-$243K	–	57
2025 Q4	$243K	Sell	2,994 -240	-7%	-$19.5K	0.13%	51
2025 Q3	$259K	Hold	3,234	–	–	0.14%	46
2025 Q2	$236K	Sell	3,234 -252	-7%	-$16.6K	0.14%	46
2025 Q1	$215K	Sell	3,486 -600	-15%	-$40.5K	0.14%	46
2024 Q4	$280K	Buy	+4,086	New	+$274K	0.17%	42
2022 Q3	–	Sell	-3,114	Closed	-$116K	–	195
2022 Q2	$116K	Hold	3,114	–	–	0.08%	54
2022 Q1	$149K	Hold	3,114	–	–	0.09%	53
2021 Q4	$167K	Hold	3,114	–	–	0.09%	52
2021 Q3	$151K	Hold	3,114	–	–	0.09%	53
2021 Q2	$149K	Buy	3,114 +132	+4%	+$5.99K	0.09%	54
2021 Q1	$128K	Sell	2,982 -264	-8%	-$11.3K	0.09%	59
2020 Q4	$137K	Hold	3,246	–	–	0.11%	55
2020 Q3	$123K	Buy	+3,246	New	+$120K	0.12%	55

Other funds holding VUG

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

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Baron Financial Group opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,436 shares worth $210K. The stake represents 0.1% of the portfolio and ranks #54 among its holdings. This is a return to the name: Baron Financial Group previously reported a position in VUG as recently as Q4 2025.

Baron Financial Group first reported a position in VUG in Q3 2020 and has held it in 14 quarters since. The position peaked at $280K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Baron Financial Group held 2,436 shares of Vanguard Morningstar Growth ETF worth $210K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Baron Financial Group position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.1% of Baron Financial Group's portfolio in Q2 2026, its #54 holding.
Baron Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 14 quarters since.
Baron Financial Group's Vanguard Morningstar Growth ETF position peaked at $280K in Q4 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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