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Baron Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Baron Wealth Management’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.74M Buy
59,722
+9,308
+18% +$1.29M 2.27% 8
2026
Q1 		$6.3M Buy
50,414
+21,164
+72% +$2.7M 1.88% 8
2025
Q4 		$3.52M Buy
+29,250
New +$3.51M 1.08% 14

Other funds holding IVOG

SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
CFSG
Clark Financial Services Group Chesterfield, Missouri $212M AUM 39.24% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Baron Wealth Management's IVOG Position: Q2 2026 in Review

Baron Wealth Management increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 18% in Q2 2026, buying an estimated $1.29M and bringing the position to 59,722 shares worth $8.74M. The position accounts for 2.27% of the portfolio, ranked #8.

Baron Wealth Management first reported a position in IVOG in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Baron Wealth Management held 59,722 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $8.74M as of Q2 2026.
  • Baron Wealth Management bought 9,308 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.29M.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 2.27% of Baron Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Baron Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.