Baron Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1968507
TROY, MI
Position in VIG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$4,229,154
+$152,675 QoQ
Shares Held
19,665
+6.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,229,154 | 19,665 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,076,479 | 18,548 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,984,562 | 18,465 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,769,202 | 18,416 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,589,784 | 18,505 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,618,155 | 18,476 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,639,154 | 18,374 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,343,585 | 18,316 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,436,902 | 18,821 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,249,868 | 19,072 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $2,810,202 | 18,086 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,925,364 | 18,010 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,773,720 | 18,010 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $3,859,571 | 25,417 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||