Baron Financial Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1832093
Fair Lawn, NJ
Position in VIG
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$293,987
-$6,452 QoQ
Shares Held
1,367
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $293,987 | 1,367 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $300,439 | 1,367 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $294,984 | 1,367 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $279,783 | 1,367 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $265,184 | 1,367 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $267,699 | 1,367 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $270,748 | 1,367 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $249,545 | 1,367 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $249,627 | 1,367 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $232,936 | 1,367 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $203,547 | 1,310 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $212,783 | 1,310 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $201,753 | 1,310 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $187,945 | 1,310 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $212,429 | 1,310 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $224,992 | 1,310 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $201,216 | 1,310 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $255,403 | 1,650 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $242,682 | 1,650 | Shares | Sole | 2021-09-01 | |
| 2020-12-31 | $232,930 | 1,650 | Shares | Sole | 2021-09-01 | |
| 2020-09-30 | $212,289 | 1,650 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||