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Baron Wealth Management’s Vanguard 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
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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Baron Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.01% in Q2 2026, selling an estimated $78 and leaving 8,387 shares worth $676K. The position accounts for 0.18% of the portfolio, ranked #81.

Baron Wealth Management first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $711K in Q3 2025. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Baron Wealth Management held 8,387 shares of Vanguard Mid-Cap ETF worth $676K as of Q2 2026.
  • Baron Wealth Management sold 1 Vanguard Mid-Cap ETF share in Q2 2026, an estimated $78.
  • Vanguard Mid-Cap ETF made up 0.18% of Baron Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Baron Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's Vanguard Mid-Cap ETF position peaked at $711K in Q3 2025.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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