Baron Wealth Management
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Baron Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Baron Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$658K Hold
8,387
– – 0.17% 85
2026
Q2 		$676K Sell
8,387
-1
-0% -$78 0.18% 81
2026
Q1 		$602K Sell
8,388
-28
-0.3% -$2.08K 0.18% 80
2025
Q4 		$611K Sell
8,416
-1,272
-13% -$92.5K 0.19% 80
2025
Q3 		$711K Buy
9,688
+12
+0.1% +$862 0.24% 57
2025
Q2 		$677K Hold
9,676
– – 0.24% 59
2025
Q1 		$626K Buy
9,676
+12
+0.1% +$805 0.27% 53
2024
Q4 		$638K Buy
9,664
+12
+0.1% +$815 0.3% 48
2024
Q3 		$637K Buy
9,652
+24
+0.2% +$1.51K 0.31% 46
2024
Q2 		$583K Hold
9,628
– – 0.3% 47
2024
Q1 		$601K Buy
9,628
+1,268
+15% +$74.9K 0.32% 48
2023
Q4 		$486K Buy
8,360
+8
+0.1% +$427 0.27% 54
2023
Q3 		$435K Sell
8,352
-1,328
-14% -$72.8K 0.28% 56
2023
Q2 		$533K Buy
9,680
+12
+0.1% +$629 0.34% 43
2023
Q1 		$510K Sell
9,668
-296
-3% -$15.7K 0.36% 44
2022
Q4 		$508K Buy
+9,964
New +$508K 0.39% 39

Other funds holding VO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Baron Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 8,387 shares worth $658K. The position accounts for 0.17% of the portfolio, ranked #85.

Baron Wealth Management first reported a position in VO in Q4 2022 and has held it in 16 quarters since. The position peaked at $711K in Q3 2025. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Baron Wealth Management held 8,387 shares of Vanguard Morningstar Mid-Cap ETF worth $658K as of Q3 2026.
  • Baron Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of Baron Wealth Management's portfolio in Q3 2026, its #85 holding.
  • Baron Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $711K in Q3 2025.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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