Baron Wealth Management’s Vanguard Morningstar 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Baron Wealth Management increased its Vanguard Morningstar 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. 2,805 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Baron Wealth Management held 4,573 shares of Vanguard Morningstar Value ETF worth $997K as of Q2 2026.
Baron Wealth Management bought 16 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $3.34K.
Vanguard Morningstar 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 Morningstar Value ETF in Q3 2023 and has held it in 12 quarters since.
2,805 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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