Baron Wealth Management LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1968507
TROY, MI
Position in IVOG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$6,303,262
+$2,787,412 QoQ
Shares Held
50,414
+72.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVOG Over Time
Shares Held
Position Value (USD)
All Filings in IVOG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,303,262 | 50,414 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,515,850 | 29,250 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||