SEC 13F Intelligence

Baron Wealth Management LLC / IVOG

Baron Wealth Management LLC’s Vanguard Admiral Fds Inc Position

Does Baron Wealth Management LLC own Vanguard Admiral Fds Inc (IVOG)? Yes59.7K shares worth $9M (+2.27% of its 13F portfolio) as of Q2 2026, up from 50.4K shares the prior filed quarter.

Position Value
$9M
Q2 2026
Shares
59.7K
% of Portfolio
+2.27%
Quarters Held
3
currently held

Position History IVOG

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $6MQ1 ’26Q2 ’26: $9MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202659.7K$9M+2.27%
Q1 202650.4K$6M+1.88%
Q4 202529.3K$4M+1.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baron Wealth Management LLC’s full portfolio or all institutional holders of IVOG.