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 Q2	$43.4M	Buy	183,565 +3,183	+2%	+$731K	5.49%	6
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	$327K	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 $1.55T 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 Silver Stevens Financial Advisors's VIG Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q2 2026, buying an estimated $731K and bringing the position to 183,565 shares worth $43.4M. The position accounts for 5.49% of the portfolio, ranked #6.

Baron Silver Stevens Financial Advisors first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. 2,594 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Baron Silver Stevens Financial Advisors held 183,565 shares of Vanguard Dividend Appreciation ETF worth $43.4M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 3,183 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $731K.
Vanguard Dividend Appreciation ETF made up 5.49% of Baron Silver Stevens Financial Advisors's portfolio in Q2 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 22 quarters since.
2,594 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.