Baron Wealth Management
VIG icon

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
Q3 		$4.6M Buy
19,709
+23
+0.1% +$5.52K 1.18% 13
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% -$17.2K 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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Baron Wealth Management's VIG Position: Q3 2026 in Review

Baron Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.12% in Q3 2026, buying an estimated $5.52K and bringing the position to 19,709 shares worth $4.6M. The position accounts for 1.18% of the portfolio, ranked #13.

Baron Wealth Management first reported a position in VIG in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.66M in Q2 2026. 1,069 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Baron Wealth Management held 19,709 shares of Vanguard Dividend Appreciation ETF worth $4.6M as of Q3 2026.
  • Baron Wealth Management bought 23 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $5.52K.
  • Vanguard Dividend Appreciation ETF made up 1.18% of Baron Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Baron Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $4.66M in Q2 2026.
  • 1,069 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.