BSSFA
VB icon

Baron Silver Stevens Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Baron Silver Stevens Financial Advisors’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 		$7M Buy
23,077
+104
+0.5% +$29.8K 0.88% 26
2026
Q1 		$6.02M Sell
22,973
-171
-0.7% -$46.3K 0.87% 26
2025
Q4 		$5.97M Buy
23,144
+1,129
+5% +$289K 0.86% 25
2025
Q3 		$5.6M Buy
22,015
+312
+1% +$77.4K 0.82% 25
2025
Q2 		$5.14M Buy
21,703
+1,183
+6% +$264K 0.82% 25
2025
Q1 		$4.55M Buy
20,520
+1,083
+6% +$259K 0.8% 26
2024
Q4 		$4.67M Buy
19,437
+54
+0.3% +$13.3K 0.79% 26
2024
Q3 		$4.6M Buy
19,383
+626
+3% +$142K 0.8% 26
2024
Q2 		$4.09M Buy
18,757
+52
+0.3% +$11.4K 0.78% 25
2024
Q1 		$4.28M Buy
18,705
+689
+4% +$148K 0.83% 25
2023
Q4 		$3.84M Buy
18,016
+3,026
+20% +$583K 0.81% 25
2023
Q3 		$2.83M Sell
14,990
-391
-3% -$77.9K 0.64% 27
2023
Q2 		$3.06M Buy
15,381
+3,269
+27% +$618K 0.67% 26
2023
Q1 		$2.3M Sell
12,112
-3,360
-22% -$652K 0.6% 26
2022
Q4 		$2.84M Sell
15,472
-623
-4% -$115K 0.7% 26
2022
Q3 		$11.7K Buy
16,095
+767
+5% +$145K 3.17% 12
2022
Q2 		$2.7M Sell
15,328
-2,844
-16% -$549K 0.7% 26
2022
Q1 		$3.86M Buy
18,172
+4,756
+35% +$1M 0.91% 22
2021
Q4 		$3.03M Buy
13,416
+850
+7% +$193K 0.72% 23
2021
Q3 		$2.75M Buy
12,566
+350
+3% +$77.8K 0.73% 23
2021
Q2 		$2.75M Buy
+12,216
New +$2.71M 0.75% 24
2021
Q1 		– Sell
-9,280
Closed -$1.81M – 444
2020
Q4 		$1.81M Buy
+9,280
New +$1.64M 0.62% 20

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's VB Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.45% in Q2 2026, buying an estimated $29.8K and bringing the position to 23,077 shares worth $7M. The position accounts for 0.88% of the portfolio, ranked #26.

Baron Silver Stevens Financial Advisors first reported a position in VB in Q4 2020 and has held it in 22 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 23,077 shares of Vanguard Morningstar Small-Cap ETF worth $7M as of Q2 2026.
  • Baron Silver Stevens Financial Advisors bought 104 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $29.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.88% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.