Baron Wealth Management LLC / VIG
Baron Wealth Management LLC’s Vanguard Specialized Funds Position
Does Baron Wealth Management LLC own Vanguard Specialized Funds (VIG)? Yes — 19.7K shares worth $5M (+1.21% of its 13F portfolio) as of Q2 2026, up from 19.7K shares the prior filed quarter.
Position Value
$5M
Q2 2026
Shares
19.7K
% of Portfolio
+1.21%
Quarters Held
14
currently held
Position History VIG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 19.7K | $5M | +1.21% |
| Q1 2026 | 19.7K | $4M | +1.26% |
| Q4 2025 | 18.5K | $4M | +1.26% |
| Q3 2025 | 18.5K | $4M | +1.32% |
| Q2 2025 | 18.4K | $4M | +1.34% |
| Q1 2025 | 18.5K | $4M | +1.58% |
| Q4 2024 | 18.5K | $4M | +1.70% |
| Q3 2024 | 18.4K | $4M | +1.75% |
| Q2 2024 | 18.3K | $3M | +1.73% |
| Q1 2024 | 18.8K | $3M | +1.82% |
| Q4 2023 | 19.1K | $3M | +1.78% |
| Q3 2023 | 18.1K | $3M | +1.79% |
| Q2 2023 | 18.0K | $3M | +1.86% |
| Q1 2023 | 18.0K | $3M | +1.96% |
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 VIG.