Baron Financial Group
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Baron Financial Group’s Vanguard Morningstar 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
Q3 		$3.24M Sell
11,384
-230
-2% -$68.5K 1.58% 22
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

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Clark Asset Management
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Baron Financial Group's VB Position: Q3 2026 in Review

Baron Financial Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2% in Q3 2026, selling an estimated $68.5K and leaving 11,384 shares worth $3.24M. The position accounts for 1.58% of the portfolio, ranked #22.

Baron Financial Group first reported a position in VB in Q3 2020 and has held it in 20 quarters since. The position peaked at $3.52M in Q2 2026. 717 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Baron Financial Group held 11,384 shares of Vanguard Morningstar Small-Cap ETF worth $3.24M as of Q3 2026.
  • Baron Financial Group sold 230 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $68.5K.
  • Vanguard Morningstar Small-Cap ETF made up 1.58% of Baron Financial Group's portfolio in Q3 2026, its #22 holding.
  • Baron Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2020 and has held it in 20 quarters since.
  • Baron Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $3.52M in Q2 2026.
  • 717 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.