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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 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. 533 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.
  • 533 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.