Baron Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Baron Financial Group’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,061	Closed	-$210K	–	50
2024 Q4	$210K	Buy	+1,061	New	+$218K	0.13%	48
2022 Q3	–	Sell	-877	Closed	-$131K	–	188
2022 Q2	$131K	Sell	877 -50	-5%	-$8.2K	0.09%	51
2022 Q1	$163K	Hold	927	–	–	0.09%	52
2021 Q4	$166K	Hold	927	–	–	0.09%	53
2021 Q3	$157K	Hold	927	–	–	0.1%	52
2021 Q2	$161K	Buy	927 +8	+0.9%	+$1.39K	0.1%	50
2021 Q1	$152K	Hold	919	–	–	0.1%	52
2020 Q4	$131K	Sell	919 -25	-3%	-$3.23K	0.1%	57
2020 Q3	$104K	Buy	+944	New	+$106K	0.1%	58

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baron Financial Group's VBR Position: Q1 2025 in Review

Baron Financial Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2025, closing a stake of 1,061 shares — an estimated $210K sold.

Baron Financial Group first reported a position in VBR in Q3 2020 and held it in 9 quarters. The position peaked at $210K in Q4 2024. 1,524 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

Baron Financial Group reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Baron Financial Group sold 1,061 Vanguard Small-Cap Value ETF shares in Q1 2025, an estimated $210K.
Baron Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q3 2020 and held it in 9 quarters.
Baron Financial Group's Vanguard Small-Cap Value ETF position peaked at $210K in Q4 2024.
1,524 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2025.

Based on Baron Financial Group's 13F filing for Q1 2025, filed 14 Apr 2025.