BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1851395 Boca Raton, FL

Position in VB

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$6,017,088

+$47,094 QoQ

Shares Held

22,973

-0.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

4.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,017,088	22,973	-0.7%	Shares	Sole	2026-05-13
2025-12-31	$5,969,994	23,144	+5.1%	Shares	Sole	2026-02-06
2025-09-30	$5,597,974	22,015	+1.4%	Shares	Sole	2025-10-28
2025-06-30	$5,143,176	21,703	+5.8%	Shares	Sole	2025-07-17
2025-03-31	$4,550,310	20,520	+5.6%	Shares	Sole	2025-05-07
2024-12-31	$4,670,322	19,437	+0.3%	Shares	Sole	2025-01-17
2024-09-30	$4,597,841	19,383	+3.3%	Shares	Sole	2024-10-28
2024-06-30	$4,089,776	18,757	+0.3%	Shares	Sole	2024-07-18
2024-03-31	$4,275,775	18,705	+3.8%	Shares	Sole	2024-05-02
2023-12-31	$3,843,353	18,016	+20.2%	Shares	Sole	2024-02-07
2023-09-30	$2,834,159	14,990	-2.5%	Shares	Sole	2023-10-31
2023-06-30	$3,059,127	15,381	+27.0%	Shares	Sole	2023-07-24
2023-03-31	$2,295,950	12,112	-21.7%	Shares	Sole	2023-04-18
2022-12-31	$2,839,730	15,472	-3.9%	Shares	Sole	2023-01-30
2022-09-30	$2,750,796	16,095	+5.0%	Shares	Sole	2022-11-02
2022-06-30	$2,699,414	15,328	-15.7%	Shares	Sole	2022-07-26
2022-03-31	$3,861,913	18,172	+35.5%	Shares	Sole	2022-05-03
2021-12-31	$3,032,150	13,416	+6.8%	Shares	Sole	2022-01-31
2021-09-30	$2,747,807	12,566	+2.9%	Shares	Sole	2021-11-12
2021-06-30	$2,752,020	12,216	+31.6%	Shares	Sole	2021-07-27
2020-12-31	$1,806,630	9,280	—	Shares	Sole	2021-03-19
No filing history on record for this holder in this stock.