Baron Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Baron Wealth Management’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	$4.66M	Buy	19,686 +21	+0.1%	+$4.82K	1.21%	12
2026 Q1	$4.23M	Buy	19,665 +1,117	+6%	+$249K	1.26%	11
2025 Q4	$4.08M	Buy	18,548 +83	+0.4%	+$18.1K	1.26%	12
2025 Q3	$3.98M	Buy	18,465 +49	+0.3%	+$10.3K	1.32%	10
2025 Q2	$3.77M	Sell	18,416 -89	-0.5%	-$17.3K	1.34%	11
2025 Q1	$3.59M	Buy	18,505 +29	+0.2%	+$5.77K	1.58%	9
2024 Q4	$3.62M	Buy	18,476 +102	+0.6%	+$20.4K	1.7%	8
2024 Q3	$3.64M	Buy	18,374 +58	+0.3%	+$11K	1.75%	9
2024 Q2	$3.34M	Sell	18,316 -505	-3%	-$90.9K	1.73%	9
2024 Q1	$3.44M	Sell	18,821 -251	-1%	-$44.1K	1.82%	8
2023 Q4	$3.25M	Buy	19,072 +986	+5%	+$159K	1.78%	7
2023 Q3	$2.81M	Buy	18,086 +76	+0.4%	+$12.3K	1.79%	8
2023 Q2	$2.93M	Hold	18,010	–	–	1.86%	9
2023 Q1	$2.77M	Sell	18,010 -7,407	-29%	-$1.13M	1.96%	8
2022 Q4	$3.86M	Buy	+25,417	New	+$3.79M	2.96%	6

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 Wealth Management's VIG Position: Q2 2026 in Review

Baron Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.11% in Q2 2026, buying an estimated $4.82K and bringing the position to 19,686 shares worth $4.66M. The position accounts for 1.21% of the portfolio, ranked #12.

Baron Wealth Management first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,590 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Baron Wealth Management held 19,686 shares of Vanguard Dividend Appreciation ETF worth $4.66M as of Q2 2026.
Baron Wealth Management bought 21 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.82K.
Vanguard Dividend Appreciation ETF made up 1.21% of Baron Wealth Management's portfolio in Q2 2026, its #12 holding.
Baron Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,590 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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