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Baron Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Baron Financial Group’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-116
Closed -$22.9K – 187
2022
Q2 		$22.9K Hold
116
– – 0.02% 120
2022
Q1 		$28.8K Hold
116
– – 0.02% 120
2021
Q4 		$32.7K Hold
116
– – 0.02% 115
2021
Q3 		$32.5K Hold
116
– – 0.02% 114
2021
Q2 		$33.6K Buy
116
+5
+5% +$1.4K 0.02% 115
2021
Q1 		$30.5K Hold
111
– – 0.02% 117
2020
Q4 		$29.7K Hold
111
– – 0.02% 116
2020
Q3 		$23.9K Buy
+111
New +$23.4K 0.02% 123

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baron Financial Group's VBK Position: Q3 2022 in Review

Baron Financial Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2022, closing a stake of 116 shares — an estimated $22.9K sold.

Baron Financial Group first reported a position in VBK in Q3 2020 and held it in 8 quarters. The position peaked at $33.6K in Q2 2021. 798 funds tracked by Wall St. Rank hold VBK as of Q3 2022.

  • Baron Financial Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 116 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2022, an estimated $22.9K.
  • Baron Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $33.6K in Q2 2021.
  • 798 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.