Baron Financial Group’s Vanguard Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-776	Closed	-$102K	–	194
2022 Q2	$102K	Hold	776	–	–	0.07%	57
2022 Q1	$115K	Hold	776	–	–	0.07%	59
2021 Q4	$114K	Hold	776	–	–	0.06%	63
2021 Q3	$105K	Hold	776	–	–	0.06%	64
2021 Q2	$107K	Buy	776 +53	+7%	+$7.28K	0.07%	66
2021 Q1	$95K	Hold	723	–	–	0.07%	71
2020 Q4	$86K	Hold	723	–	–	0.07%	67
2020 Q3	$75.6K	Buy	+723	New	+$75.8K	0.07%	69

Other funds holding VTV

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Baron Financial Group sold out of Vanguard Value ETF (VTV) in Q3 2022, closing a stake of 776 shares — an estimated $102K sold.

Baron Financial Group first reported a position in VTV in Q3 2020 and held it in 8 quarters. The position peaked at $115K in Q1 2022. 1,643 funds tracked by Wall St. Rank hold VTV as of Q3 2022.

Baron Financial Group reported no remaining Vanguard Value ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 776 Vanguard Value ETF shares in Q3 2022, an estimated $102K.
Baron Financial Group first reported a position in Vanguard Value ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Vanguard Value ETF position peaked at $115K in Q1 2022.
1,643 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2022.

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