BWM
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Baron Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Baron Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
1,504
+7
+0.5% +$4.67K 0.27% 49
2026
Q1 		$895K Sell
1,497
-562
-27% -$351K 0.27% 49
2025
Q4 		$1.29M Buy
2,059
+12
+0.6% +$7.46K 0.4% 31
2025
Q3 		$1.25M Buy
2,047
+37
+2% +$21.8K 0.41% 26
2025
Q2 		$1.14M Buy
2,010
+4
+0.2% +$2.1K 0.4% 29
2025
Q1 		$1.03M Buy
2,006
+5
+0.2% +$2.7K 0.45% 25
2024
Q4 		$1.08M Buy
2,001
+53
+3% +$28.7K 0.51% 23
2024
Q3 		$1.03M Buy
1,948
+7
+0.4% +$3.56K 0.49% 24
2024
Q2 		$971K Sell
1,941
-777
-29% -$374K 0.5% 23
2024
Q1 		$1.31M Sell
2,718
-218
-7% -$99.8K 0.69% 17
2023
Q4 		$1.28M Sell
2,936
-24
-0.8% -$9.83K 0.7% 17
2023
Q3 		$1.16M Buy
2,960
+1,774
+150% +$725K 0.74% 18
2023
Q2 		$483K Sell
1,186
-60
-5% -$23.1K 0.31% 52
2023
Q1 		$468K Sell
1,246
-1,994
-62% -$731K 0.33% 50
2022
Q4 		$1.14M Buy
+3,240
New +$1.14M 0.87% 17

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

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

Baron Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.47% in Q2 2026, buying an estimated $4.67K and bringing the position to 1,504 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #49.

Baron Wealth Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q1 2024. 770 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Baron Wealth Management held 1,504 shares of Vanguard S&P 500 ETF worth $1.03M as of Q2 2026.
  • Baron Wealth Management bought 7 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.67K.
  • Vanguard S&P 500 ETF made up 0.27% of Baron Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Baron Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's Vanguard S&P 500 ETF position peaked at $1.31M in Q1 2024.
  • 770 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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