BFG
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Baron Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Baron Financial Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.52M Buy
11,614
+64
+0.6% +$18.3K 1.68% 22
2026
Q1 		$3.03M Buy
11,550
+278
+2% +$75.2K 1.63% 23
2025
Q4 		$2.91M Buy
11,272
+252
+2% +$64.6K 1.56% 23
2025
Q3 		$2.8M Buy
11,020
+1,102
+11% +$273K 1.54% 23
2025
Q2 		$2.35M Buy
9,918
+2,188
+28% +$488K 1.38% 25
2025
Q1 		$1.71M Buy
7,730
+1,224
+19% +$292K 1.08% 28
2024
Q4 		$1.56M Buy
6,506
+440
+7% +$108K 0.97% 32
2024
Q3 		$1.44M Buy
6,066
+309
+5% +$70.2K 0.88% 32
2024
Q2 		$1.26M Buy
5,757
+1,545
+37% +$339K 0.8% 32
2024
Q1 		$963K Buy
4,212
+980
+30% +$211K 0.59% 32
2023
Q4 		$690K Buy
+3,232
New +$623K 0.44% 35
2022
Q3 		– Sell
-237
Closed -$41.7K – 186
2022
Q2 		$41.7K Buy
237
+1
+0.4% +$193 0.03% 89
2022
Q1 		$50.2K Buy
236
+125
+113% +$26.3K 0.03% 89
2021
Q4 		$25.1K Hold
111
– – 0.01% 128
2021
Q3 		$24.3K Hold
111
– – 0.01% 131
2021
Q2 		$25K Hold
111
– – 0.02% 133
2021
Q1 		$23.7K Sell
111
-39
-26% -$8.22K 0.02% 132
2020
Q4 		$29.2K Hold
150
– – 0.02% 118
2020
Q3 		$23.1K Buy
+150
New +$23K 0.02% 126

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baron Financial Group's VB Position: Q2 2026 in Review

Baron Financial Group increased its Vanguard Small-Cap ETF (VB) stake by 0.55% in Q2 2026, buying an estimated $18.3K and bringing the position to 11,614 shares worth $3.52M. The position accounts for 1.68% of the portfolio, ranked #22.

Baron Financial Group first reported a position in VB in Q3 2020 and has held it in 19 quarters since. 596 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Baron Financial Group held 11,614 shares of Vanguard Small-Cap ETF worth $3.52M as of Q2 2026.
  • Baron Financial Group bought 64 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $18.3K.
  • Vanguard Small-Cap ETF made up 1.68% of Baron Financial Group's portfolio in Q2 2026, its #22 holding.
  • Baron Financial Group first reported a position in Vanguard Small-Cap ETF in Q3 2020 and has held it in 19 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.