Baron Silver Stevens Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Baron Silver Stevens Financial Advisors’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 Q1	$38.8M	Buy	180,382 +2,412	+1%	+$538K	5.63%	6
2025 Q4	$39.1M	Buy	177,970 +3,121	+2%	+$682K	5.65%	5
2025 Q3	$37.7M	Buy	174,849 +7,443	+4%	+$1.56M	5.52%	5
2025 Q2	$34.3M	Sell	167,406 -2,866	-2%	-$555K	5.49%	6
2025 Q1	$33M	Buy	170,272 +1,657	+1%	+$329K	5.78%	6
2024 Q4	$33M	Buy	168,615 +4,980	+3%	+$994K	5.6%	6
2024 Q3	$32.4M	Buy	163,635 +3,804	+2%	+$724K	5.66%	6
2024 Q2	$29.2M	Buy	159,831 +2,622	+2%	+$472K	5.53%	6
2024 Q1	$28.7M	Sell	157,209 -1,543	-1%	-$271K	5.55%	5
2023 Q4	$27.1M	Sell	158,752 -3,356	-2%	-$540K	5.67%	6
2023 Q3	$25.2M	Buy	162,108 +2,339	+1%	+$379K	5.7%	6
2023 Q2	$26M	Buy	159,769 +21,452	+16%	+$3.36M	5.69%	5
2023 Q1	$21.3M	Sell	138,317 -18,778	-12%	-$2.88M	5.55%	5
2022 Q4	$23.9M	Buy	157,095 +3,582	+2%	+$534K	5.87%	5
2022 Q3	$327	Buy	153,513 +7,741	+5%	+$1.15M	0.09%	64
2022 Q2	$20.9M	Sell	145,772 -3,291	-2%	-$501K	5.41%	5
2022 Q1	$24.2M	Buy	149,063 +7,377	+5%	+$1.19M	5.67%	5
2021 Q4	$24.3M	Buy	141,686 +24,701	+21%	+$4.07M	5.76%	6
2021 Q3	$18M	Buy	116,985 +5,492	+5%	+$875K	4.79%	8
2021 Q2	$17.3M	Buy	+111,493	New	+$17.1M	4.68%	7
2021 Q1	–	Sell	-96,784	Closed	-$13.7M	–	453
2020 Q4	$13.7M	Buy	+96,784	New	+$13.1M	4.68%	7

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's VIG Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q1 2026, buying an estimated $538K and bringing the position to 180,382 shares worth $38.8M. The position accounts for 5.63% of the portfolio, ranked #6.

Baron Silver Stevens Financial Advisors first reported a position in VIG in Q4 2020 and has held it in 21 quarters since. The position peaked at $39.1M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Baron Silver Stevens Financial Advisors held 180,382 shares of Vanguard Dividend Appreciation ETF worth $38.8M as of Q1 2026.
Baron Silver Stevens Financial Advisors bought 2,412 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $538K.
Vanguard Dividend Appreciation ETF made up 5.63% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #6 holding.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 21 quarters since.
Baron Silver Stevens Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $39.1M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.