Baron Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Baron Wealth Management’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$997K	Buy	4,573 +16	+0.4%	+$3.34K	0.26%	52
2026 Q1	$894K	Buy	4,557 +370	+9%	+$74.1K	0.27%	50
2025 Q4	$800K	Buy	4,187 +1,096	+35%	+$206K	0.25%	61
2025 Q3	$577K	Buy	3,091 +16	+0.5%	+$2.9K	0.19%	74
2025 Q2	$543K	Hold	3,075	–	–	0.19%	72
2025 Q1	$531K	Buy	3,075 +18	+0.6%	+$3.14K	0.23%	67
2024 Q4	$518K	Buy	3,057 +18	+0.6%	+$3.16K	0.24%	62
2024 Q3	$531K	Buy	3,039 +34	+1%	+$5.69K	0.26%	61
2024 Q2	$482K	Buy	3,005 +39	+1%	+$6.23K	0.25%	62
2024 Q1	$483K	Buy	2,966 +1,342	+83%	+$207K	0.26%	59
2023 Q4	$243K	Buy	1,624 +4	+0.2%	+$563	0.13%	141
2023 Q3	$223K	Buy	+1,620	New	+$232K	0.14%	121

Other funds holding VTV

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

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

Baron Wealth Management increased its Vanguard Value ETF (VTV) stake by 0.35% in Q2 2026, buying an estimated $3.34K and bringing the position to 4,573 shares worth $997K. The position accounts for 0.26% of the portfolio, ranked #52.

Baron Wealth Management first reported a position in VTV in Q3 2023 and has held it in 12 quarters since. 1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Baron Wealth Management held 4,573 shares of Vanguard Value ETF worth $997K as of Q2 2026.
Baron Wealth Management bought 16 Vanguard Value ETF shares in Q2 2026, an estimated $3.34K.
Vanguard Value ETF made up 0.26% of Baron Wealth Management's portfolio in Q2 2026, its #52 holding.
Baron Wealth Management first reported a position in Vanguard Value ETF in Q3 2023 and has held it in 12 quarters since.
1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

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