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Baron Silver Stevens Financial Advisors’s Vanguard US Multifactor ETF VFMF Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio VFMF Stock Details VFMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.19M Buy
39,930
+3,723
+10% +$588K 0.9% 25
2025
Q4 		$5.46M Buy
36,207
+7,178
+25% +$1.05M 0.79% 27
2025
Q3 		$4.19M Buy
29,029
+5,060
+21% +$705K 0.61% 30
2025
Q2 		$3.22M Sell
23,969
-2,649
-10% -$335K 0.52% 31
2025
Q1 		$3.36M Buy
26,618
+2,634
+11% +$348K 0.59% 29
2024
Q4 		$3.13M Buy
23,984
+2,388
+11% +$321K 0.53% 29
2024
Q3 		$2.82M Buy
21,596
+3,832
+22% +$485K 0.49% 30
2024
Q2 		$2.17M Buy
17,764
+1,296
+8% +$159K 0.41% 34
2024
Q1 		$2.09M Buy
16,468
+917
+6% +$109K 0.4% 34
2023
Q4 		$1.79M Buy
15,551
+4,555
+41% +$481K 0.37% 34
2023
Q3 		$1.14M Buy
10,996
+38
+0.3% +$4.02K 0.26% 43
2023
Q2 		$1.14M Buy
10,958
+2,782
+34% +$275K 0.25% 42
2023
Q1 		$810K Sell
8,176
-146
-2% -$14.8K 0.21% 43
2022
Q4 		$822K Buy
+8,322
New +$823K 0.2% 43
2022
Q3 		– Sell
-2,387
Closed -$213K – 150
2022
Q2 		$213K Buy
+2,387
New +$234K 0.06% 97

Other funds holding VFMF

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's VFMF Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its Vanguard US Multifactor ETF (VFMF) stake by 10% in Q1 2026, buying an estimated $588K and bringing the position to 39,930 shares worth $6.19M. The position accounts for 0.9% of the portfolio, ranked #25.

Baron Silver Stevens Financial Advisors first reported a position in VFMF in Q2 2022 and has held it in 15 quarters since. 95 funds tracked by Wall St. Rank hold VFMF as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 39,930 shares of Vanguard US Multifactor ETF worth $6.19M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors bought 3,723 Vanguard US Multifactor ETF shares in Q1 2026, an estimated $588K.
  • Vanguard US Multifactor ETF made up 0.9% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #25 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Vanguard US Multifactor ETF in Q2 2022 and has held it in 15 quarters since.
  • 95 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.