Baron Financial Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1832093
Fair Lawn, NJ
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$3,025,176
+$117,564 QoQ
Shares Held
11,550
+2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,025,176 | 11,550 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,907,612 | 11,272 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,802,165 | 11,020 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,350,367 | 9,918 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,714,127 | 7,730 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,563,261 | 6,506 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,438,915 | 6,066 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,255,256 | 5,757 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $962,821 | 4,212 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $689,482 | 3,232 | Shares | Sole | 2024-01-22 | |
| 2022-06-30 | $41,738 | 237 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $50,154 | 236 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $25,087 | 111 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $24,272 | 111 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,006 | 111 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $23,762 | 111 | Shares | Sole | 2021-09-01 | |
| 2020-12-31 | $29,202 | 150 | Shares | Sole | 2021-09-01 | |
| 2020-09-30 | $23,070 | 150 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||